News Focus
News Focus
Followers 3
Posts 231
Boards Moderated 0
Alias Born 07/28/2011

Re: DewDiligence post# 16948

Monday, 03/06/2017 6:29:53 PM

Monday, March 06, 2017 6:29:53 PM

Post# of 20689
I'm unclear on how much Humira revenue is actually derived from the UK. International in 2016 was $5.6 Billion or roughly a 1/3 of total ($16.0 Billion) revenue. Nevertheless, it appears cracks in the patent estate are happening and will likely be repeated in the US.

The scope of the revenue stream with both a large international stream and very large domestic revenue suggests that it might be advantageous for MNTA to act like a movie studio and sell off international rights to generate cash while focusing domestically. There are likely many possibilities for M923 - depending of course on interchangeability data, although this may be less important in the EU as there is not a standard for it.