DMF or BG12 launch in US defies analysts predictions

Matthew Herper. Biogen Idec’s MS Drug Launch Is Going Amazingly Well. These Two Graphs Prove It. PHARMA & HEALTHCARE . 5/29/2013 @ 11:16AM 

Sales of the dimethyl fumarate (Tecfidera) are destroying what were already very high expectations. Mark Schoenebaum at International Strategy & Investment Group noted on Tuesday that according to data from IMS Health, prescriptions for Tecfidera went up 21% last week. Even if MSers start dropping off the drug at a 10% rate and weekly additions slow, US sales could hit $800 million this year, about double what analysts had expected before the launch. The following graph is Schoenebaum’s, and it compares dimethyl fumarate’s (Tecfidera) launch to those of  fingolimod and teriflunomide, the other oral agents.

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“We wonder what would have happened if oral cladribine had been given a license? The cladribine CIS or Oracle Study was better than expected and demonstrates what the field is missing; a well tolerated high-efficacy oral that is an induction therapy. We wonder what effect a generic cheap cladribine would have on the market?”

CoI: multiple

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