Biotech Values

[DewDiligence]

Now that the Enbrel patent has issued, the question is what effect it will have on Enbrel FoB’s for the US market.

MRK’s Enbrel FoB being developed with Hanwha (#msg-64164954) is relying on the regular BLA pathway (according to MRK’s recent R&D Day webcast), but this does not obviate the need for MRK to have freedom from AMGN’s IP.

I had considered Enbrel and the other TNF-a drugs among the most attractive FoB compounds for MNTA (#msg-59857407), but the new patent changes this assessment with respect to Enbrel per se.