MNTA - Non-substitutible biologics: Why is it that many of the generic companies are so excited over the concept of biosimilars that are not substitutible - given that this approach has not proven particularly lucrative in Europe? I cannot find exact numbers, but as best I can tell the total (non-sub) biosimilar market in Europe is, perhaps, $1B per year after introduction of biosimilars in 3 or 4 products (and, WAG, perhaps <15% of the equivalent branded product revenues). Contrast this with mEnox getting to 50% market share in less than 1 year. (Corrections on the numbers used in this paragraph are welcome.)
So, again, why are more companies not beating a path to Momenta unless they just plain don't believe what Momenta is trying to do is possible?
On a secondary note - Germany is often referenced as the best EU country at driving uptake of biosimilar generics. They do it without substitution - but I cannot find a clear explanation of how they do it (the best description describes using the same 'reference prices' across all biologics in a class - but that is still very opaque. How is the person forcing the particular drug prescribed incentivized to choose the biosimilar (since physicians don't usually care about price per se)?)
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