Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Ionis Pharma: Color on Spinraza launch/reimbursement (43.94)<ul><li>Chardan notes Anthem (<strong>ANTM</strong>) guidelines may suggest caution on Spinraza efficacy and safety beyond SMA type 1. As part of the reimbursement guidelines, Anthem made clear that "[t]o date, there is no evaluable published data on the safety and efficacy of nusinersen in individuals with more than two copies of SMN2 or symptom onset after 6 months of age." Beyond the lack of efficacy signal, they believe such caution on safety potentially reflects the platform safety risk of platelet loss (thrombocytopenia), particularly considering the first adverse event warning listed is «Thrombocytopenia and Coagulation Abnormalities.» They would further emphasize that in SMA types 2 and 3, which are longer-term progressive neurodegenerative disorders than SMA type 1, the risk-benefit decision calculus is different, especially in terms of chronic safety risks like thrombocytopenia. As such, it is possible that ongoing clinical studies of Spinraza in SMA type 2 and 3 might reveal significant adverse events related to platelet loss that serve to limit their adoption and reimbursement by payers.</li><li>Jefferies reiterated Hold on <strong>BIIB</strong> — who markets Spinraza for <strong>IONS</strong>.</li><li>RBC notes Anthem recently posted «mixed» initial reimbursement coverage for new FDA-approved Spinraza which consensus has around $150-190M WW sales for 2017 and which they think is achievable (<2% of 2017 BIIB sales). Regardless of whether sales this year specifically hits this range or beats it is a bit early to tell but they think their **NUSI-APP** model which attempts to model the launch by month using estimated 10-25+ patients coming on per month — suggests this range should be doable this year; Outperform on BIIB.</li><li><strong>IONS broke support near 45 while BIIB broke support near 280 yersterday.</strong></li></ul></td> </tr></table>"