Biotech Values

[DewDiligence]

Re: FoB opportunities for MNTA

Don't know the patent expiries but have to believe an RA FOB is inevitable. Then Rituxan?

The TNF-alpha class includes three biologics among the world’s seven biggest-selling drugs—Remicade (#3), Enbrel (#5), and Humira (#7)—so it’s reasonable to surmise that MNTA has its sights trained on this class. Enbrel is already off-patent in the US, and Remicade will be off-patent soon—long before anyone could bring an FoB to market. Humira goes off-patent in the US in 2016.

Rituxan strikes me as an unattractive FoB program for MNTA because there are already several announced biosimilars and biobetters. Regards, Dew