Biogen: Teriflunomide Does Not TOWER Over BG-12!
Top-line data from PhIII trial, TOWER of Sanofi’s Aubagio (teriflunomide, R, RRMS, PDUFA: 3Q12) reaffirms our take on BG-12 (Dimethyl fumerate, R, Est. PDUFA: Dec. 2012) being the best amongst the oral treatment options for RRMS. EMEA and US FDA’s concerns on safety resulted in updated label -risk of Novartis’ Gilenya is a positive for BG-12 due to later having better safety profile. Other catalysts includes data from pivotal trial of Hemophilia compounds and PhIII data from Dexpramioexole in ALS will keep stock volatile in 2012 … For more details, please read our report released on June 1st , 2012 on Biogen (BIIB), titled “Teriflunomide Does Not TOWER Over BG-12”
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Biogen Idec
Biogen Idec
