Re: ISI just out - : BIIB/NVS/RCPT/CELG: FDA announces change in Gilenya label due to PML cases (Could be a positive for RCPT/CELG MS drug IMO)...
Thanks rob. RCPT 1063 presented a better safety profile than Gilenya even before today.Gilenya hits 4 S1P receptors(1-3-4 and 5) vs RCPT 1063 selectively hitting only S1P 1and 5. 1063 presents a much shorter half-life as well.Interestingly the oral drugs show better efficacy than the injectables in addition to their safety and ease of use advantages. RCPT 1063 presents strong potential to be best-in-class. Huge growing market.19 Billion.