Biotech Values

[Robert C Jonson]

Dew, do you agree with the following opinion? If so, it seems to me that companies interested in doing biosimilars would be following SNY's court case closely.

http://abcnews.go.com/Business/wireStory?id=11239476

Lovenox is technically not a biologic drug — a complex medicine made inside special, live cells rather than by combining chemicals. However, "functionally and effectively it is," Anderson wrote, because it is derived from animal materials and is heavily processed and purified.

The FDA's decision to make Momenta's drug fully "substitutable" for Lovenox, according to Anderson, "might signal what FDA may also ultimately do when it comes to 'true' biologics that generic companies are also pursuing."