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DewDiligence

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DewDiligence

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Re: rwdm post# 213939

Thursday, 09/28/2017 11:57:06 AM

Thursday, September 28, 2017 11:57:06 AM

Post# of 251721
Re: ABBV-AMGN Humira settlement

The key date is 1/31/23, when ABBV has permitted AMGN to launch Amgevita (Humira FoB) in the US market.

Other Humira-FoB companies such as MNTA will presumably be able to get the same deal, but will they take it?

MNTA’s CEO has asserted that MNTA has a workaround for ABBV’s US Humira patents that pertain to formulation, specifically, which is something that AMGN presumably does not have.

In any case, we probably won’t know for at least a year (when FDA approves MNTA’s M923 Humira FoB) whether MNTA will opt to defend or settle.

p.s. CHRS +3%, MNTA +2% today.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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