"In our opinion, this will have a greater impact on Perrigo than Teva Pharmaceutical Industries Ltd.," says Clal Finance analyst Jonathan Kreizman. "The characteristics of Lemtrada are similar to those of Tysabri, because both drugs target more severe cases than Copaxone. Lemtrada and Tysabri are more effective than Copaxone, but have lower safety profiles."
believes that Lemtrada's chances of FDA approval have been weakened.
"This is very good news for Perrigo, because it leaves Tysabri with few
rivals in its segment. This reduces the risk profile of the Elan
acquisition by Perrigo."