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Re: iwfal post# 7127

Saturday, 10/29/2011 4:23:22 AM

Saturday, October 29, 2011 4:23:22 AM

Post# of 20689
iwfal

why do you think duopoly will not last for significant number of years ? take ampha litigation...take scenario both parties don;t settle and take the risk of trial judgement and say MNTA wins, Ampha cannot launch until 866 expires(2030?)

the 2nd biogeneric would be blocked not by innovator's patent but by MNTA's patent (some of MNTA's patent on FOB will not expire until 2030)

If you look at the recent "fob platform" patents on host cell selection, etc from MNTA, one gets a feeling that if they do get an approval for a biogeneric (lets say Humira) most likely it will be duopoly until MNTA "fob platform" patent expires on host cell selection. This patent may not expire until 2031

If that is so, I am not sure how FDA's bio pathway will address "biosimilar/generic legislation the intent of which was to reduce drug cost and bring affordability.

I understand duopoly is better than monopoly. But there will not be significant cost reduction like how it is happening in non-biologics.

see this thread from June

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=64089244