Biotech Values

[DewDiligence]

MNTA—The [FoB] partnership between Biocon of India and Mylan should have many Biosimilars in phase 3 at this time.

If Avastin were a self-administered drug (and hence FDA interchangeable status were highly consequential, as explained in #msg-119721999), MYL might have nixed the Avastin FoB from Biocon in favor of developing MNTA’s M511—at least for the US market.

However, since Avastin is actually a hospital/clinic (infused) drug where FDA interchangeable status doesn’t mean much, it made sense for MYL to stick with Biocon’s Avastin in all geographies.

p.s. The MYL-Biocon collaboration is not exactly on the express track. The collaboration was announced in 2009 (#msg-72421544) and it has yet to complete any phase-3 trials, as far as I know.