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Post# of 257577
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DewDiligence

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Re: tinkershaw post# 119874

Wednesday, 05/11/2011 11:12:44 PM

Wednesday, May 11, 2011 11:12:44 PM

Post# of 257577

Directly substitutable vs. branded similars? I don't see how branded similar compete vs. a directly substitutable bio-identical.

It’ll be one or the other—we probably won’t see both kinds of FoB’s for the same reference drug in the same market.

…will there be direct substitutability or will MNTA and its partner need to market it like a branded?

MNTA’s stated goal is the former (#msg-26837144), but they have not completely ruled out being a player for the latter.

“The notion that there’s a Chinese Wall between sell-side analysts
and investment bankers may be the second-biggest piece of BS
ever promulgated in any area of human knowledge!”

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