Biotech Values

[DewDiligence]

…major pharma will probably not be good candidates for a partner for MNTA if they all think like AMGN (and they probably do).

However, unlike AMGN, most Big Pharma have relatively little contribution from biologics as a proportion of their overall drug sales. For instance, PFE has only Enbrel among FoB cannibalization candidates of any consequence, and an Enbrel FoB now appears to be precluded by AMGN’s new patent (#msg-69265200).