The general sense that I get from talking to neuros specialising in MS research is that Tysabri is more effective than the current DMDs in terms of reducing the number of relapses, but that the risks have yet to be properly defined.
If I were Biogen or Elan my worry would be about the oral MS drugs such as FTY720 which appear to show efficacy in terms of reducing relapses (whatever that means), and may be on the market in 2-3 years time. One of the attractions of Tysabri, in addition to being more effective at reducing relapses, is the monthy infusion (as opposed to daily, every other day, weekly injections). But this would still mean getting to the hospital / clinic. Oral drugs offering similar efficacy would easily win. So Biogen and Elan are unlikely to see long-term revenue streams from Tysabri, as the manufacturers of the DMDs have. I imagine that's why they have bought up promising treatments such as Rituxan and Daclizumab.
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