Biogen Idec - BG-12: Next Oral MS Pill - Driving Valuations
Biogen Idec (BIIB) is one of our top picks for 2012, as it promises growth on the strength of its marketed products and pipeline. 2Q12 earning reiterate our thesis, as BIIB is poised to enrich its revenue stream and MS franchise in 2012/13 with the launch of oral BG-12 (Dimethyl fumerate, R). Clinical news flow from long-lasting blood Factors – rFactorVIII (PhIII, hemophilia A, partnered with Biovitrium) and rFactorIX (PhIII, hemophilia B) offer a competitive advantage and share of the Hemophilia market while success of Dexpramipexole (PhIII) in Amyotrophic Lateral Sclerosis (ALS) could fill in a... For further detail, please read our report released on 26th July, 2012, titled, “BG-12: Next Oral MS Pill – Driving Valuations”.
