What's the consensus timeframe for when these will start to hit the market?
I don't think there is consensus. Enbrel is the first one off patent in late 2012 I believe. It really depends on what final biosimilar pathway will be.
RIGL not only needs to worry about anti-TNF biologic, but also PFE's oral Tasocitinib.
Why wouldn't AZN run a head-to-head study to try to differentiate FosD from patients who have yet to try anti-TNF therapy?
Anti-TNF drugs are highly effective drugs. Going head to head against them is extremely risky move. Drug companies don't do that often until after the drugs are established already.