just reviewed the data available to date and looks troubling if they get differentiation based upon safety and monitoring. thoughts?
There is a high chance that CELG will screw up the launch because they don't know how to do managed care and they don't know how to do patient access. I know several over there and if they had any managed care coverage or if they knew how to get patients access to reimbursement resources, they could easily double their Otezla sales. Problem is that their managed care teams don't know how to do much at all since they just bully people with Revlimid and think they are skilled. We need to hope for more of the same until the market figures out they have a potentially superior product. Also, if the FDA slaps them with class labeling heart monitoring then we can really slow them down for years.
I'm hearing that they will get first dose observation as class effect. If true, they don't have anything.
From what I hear the efficacy is slightly better than Gilenya and a lot more safer. Will probably get similar class warning therefore agreed it’s a me too product.
I’m hearing JC and TN are now running the ship at Celgene for their launch. Another Tecfidera killer coming soon to a theatre near you.
https://www.marketwatch.com/story/celgene-shares-drop-after-fda-refuses-multiple-sclerosis-drug-application-2018-02-27
