Monday, February 6, 2012

Natco Pharma - Can it deliver on Copaxone promise

There is much hoopla around Natco, but it seems the excitement seems to be premature as several risk exists. Beyond the obvious - Litigation related risk and whether or not Natco's copaxone is equivalent to Teva's Copaxone, there is also an obsolescence risk surrounding it.

1) BG-12 which is an oral drug from Biogen Idec's -  currently in PhIII trials promises better clinical profile compared to Copaxone (SC). BG-12 has demonstrated superiority over Copaxone in a head to head trial
2) Teva is working a 3x/week version of Copaxone. A clinical trial ( GALA ) is already ongoing and data is expected shortly.