Now, Soliris for NMO spectrum disorders







NMO Spectrum disorders? Green Signal? Really. Fake cheerfulness? Clearly a weird European transplant is monitoring “Cafe Pharma message communication center board”.
Alexion is fine but really more indications will increase downward price pressures as payours will restrict access and control budgets.
The first complement inhibitor to show any efficacy regardless of dosing will put Ecu or ultra in second position after failure this is a fact. It is the reason the company is trying so hard to get away from complement as the sole revenue driver. The bad news per the earnings call north of 80% revenue is Ecu. The really really bad news is BG and Lud have filled leadership with experts in rare disease from Europe (rare disease funding is completely different) and big pharma (big pharma has never had a successful orphan launch, Pfizer guy bad hire). Good luck wear a helmet the Soliris train is on short tracks.