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Sanofi's Oral Aubagio Jostles For Position In Multiple Sclerosis Market

This article was originally published in The Pink Sheet Daily

Executive Summary

FDA accepts filing for teriflunomide, but concerns about pregnancy risk in a young patient population and questions about comparative efficacy could limit market potential.

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Discount Price May Position Aubagio For Greater Than Expected Uptake In Multiple Sclerosis

Wall Street projects modest sales for Sanofi/Genzyme’s recently approved MS drug, but by pricing it well below Gilenya and somewhat below established, widely used injectable drugs, the companies may position Aubagio for first-line use and greater than anticipated adoption by payers.

Genzyme Prices MS Drug Aubagio At Discount To Established Therapies

FDA approved Aubagio for patients with relapsing forms of multiple sclerosis on Sept. 12. Sponsor Genzyme, owned by Sanofi, announced an annual price of $45,000 for the drug, below the only other oral therapy for MS, Novartis’ Gilenya.

Sanofi/Genzyme MS Drug Lemtrada Scores High Against Rebif

Genzyme, a Sanofi company, set the bar high for its multiple sclerosis contender by stacking it up against Roche’s interferon beta-1a in Phase III trials and got the results it was looking for, with a filing set for this quarter.

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