Biotech Values

[flatlander_60048]

Anyone care to handicap whether MNTA is a likely collaborator
on generic rituxan. I've seen several poorly referenced links such as the following which suggest that NVS is working on generic Rituxan.

NVS has smartly decided to keep new FOB projects under wraps. However they have confirmed that they have 8-10 FOB projects underway for products coming off patent in the next couple years. Rituxan would certainly seem like a lucrative target.

It seems that if MNTA wants to avoid the royalty cliff issue the face with m-enox they need to be more of an equal partner (similar to the copaxone agreement). This will require them to pony up for more of the initial costs.

I realize this link is likely to be nothing more than speculation. However, if they progress to mid stage trials in the near future it will be evident.

FL


Reported 2 hours ago - Updated 2 hours ago - 1 Documents
Novartis AG
Novartis AG
Novartis' Sandoz Unit Working On Copy Of Roche Drug - Source
ZURICH -(Dow Jones)- Novartis AG's (NVS) generics unit Sandoz is close to starting mid-stage patient trials for its copy of Roche Holding AG's (ROG.VX) cancer and rheumatoid arthritis drug Rituxan, which is also known as Mabthera, a person familiar with ... [Published 2 hours ago by FOXBusiness.com]
Entities: Sandoz, Novartis AG, Roche Holding AG, Rituxan

http://www.silobreaker.com/rituxan-11_511392