Viropro, Inc. (VPRO)

[PennyCrusher]

My understanding is that over the past few years, while the company has been struggling to get its act together, the biosimilars boat already set sail for the high seas.

There is now sufficient proliferation of biosimilar-producing clonal cell lines to render further company investment in such clones futile. Instead, VPRO becomes a contract manufacturer for clones produced by others.

The one thing that makes me optimistic here is the involvement of the Malaysian government. The fact that they have gone to significant lengths to maintain a controlling interest in the company suggests to me that VPRO, and perhaps other entities like it, will become the defacto supplier of biosimilars in Malaysia.

As they can legislate at will, the govt can maintain strict controls on the influx of extra-national biosimilars, requiring the drugs to be manufactured within the country.

If so, then VPRO and its ilk could stand to massively profit from such govt controls, which essentially limit competition - ie, if you want to do biosimilar business in Malaysia your clones have to be processed at VPRO.

Just a thought, based on my own extrapolations and opinions.