Early yesterday evening, Biogen IDEC
Tysabri will compete with Biogen IDEC's own Avonex, Betaseron from Chiron
Since head to head trials of Tysabri against any of these other products have not been conducted, no scientific claims of superiority can be made. That said, most people, including myself, think that Tysabri is automatically the new market leader. At the one-year mark in the phase 3 study AFFIRM, the rate of relapses was reduced by 66% compared to placebo. That result trounces all of the other products, which tend to reduce relapses by only one-third. This outcome represents a major advance in the treatment of MS.
Tysabri has long been regarded as a drug that will generate a whopping level of sales. That's a fairly reasonable assumption given the large size of this market. Now that the drug has been approved, I am fine-tuning my own numbers to come up with a peak sales estimate in the MS market. I will have that article up on the main page on December 7th. Be sure to check back then.
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Fool contributor Charly Travers does not own shares of any company mentioned in this article. Charly is also an analyst for Motley Fool Rule Breakers. If you'd like to see what David Gardner and his team of analysts have cooking, we invite you to take a risk-free trial with no obligation.