I assume that a company like MNTA will be a big beneficiary of this trend also.
For MNTA, branded generics are plan B; plan A is to develop generic generics, i.e. generic biologics that are fully substitutable for their branded counterparts and do not have to be actively marketed—see #msg-26837144.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”