Replies to post #182185 on Biotech Values

[DewDiligence]

Innovent Biologics (private) is developing FoBs for the Chinese market:

http://www.fiercebiotech.com/story/chinas-innovent-banks-100m-cash-biosimilar-boom/2015-01-22

[DewDiligence]

AMGN reports positive phase-3 data for Humira FoB in RA:

http://finance.yahoo.com/news/amgen-announces-positive-top-line-210100426.html

Note: AMGN is partnered with ACT on FoBs for oncology (#msg-70097496), but not on the Humira FoB.

[DewDiligence]

Announced FoB Collaborations

[Added MerckKG-Hanwha deal; added PFE to HSP-Celltrion
deal; added AMGN’s phase-3 results for Humira FoB.]


Items are shown in reverse chronological order. This table does not purport to be exhaustive.

 
                     Date   Targets   Geography     iHub References 
 Merck KGaA-Hanwha   2/15   Enbrel    ex-US         #msg-110668714 
 EPRS-Livzon         9/14   5 mAbs    China         #msg-106600322 
 NeuClone-Serum Inst 7/14   10 mAbs   global        #msg-104136710 
 Liomont-Oncobiolgcs 6/14   2 mAbs    Mexico        #msg-103754486 
 PlantForm-PhrmaPrxs 6/14   Avastin+  Brazil        #msg-103576633 
 Lupin-Yoshindo      4/14   Enbrel+   Japan         #msg-101018361 
 EPRS-Ranbaxy        1/14   Remicade  Asia/Africa   #msg-95745192 
 BAX-Coherus         9/13   Enbrel    ex-US         #msg-91645674 
 Oncobiolgcs-Huahai  5/13   #         global        #msg-87734336,#msg-87744882 
 Strides-Pfenex      4/13   Betaseron global        #msg-87014470 
 MRK-Samsng/BIIB     2/13   @         Europe+       #msg-84781042,#msg-69629103,#msg-95065880 
 Catalent-UMN       12/12   various   Asia          #msg-82556713 
 Merck KGaA-RDY      6/12   oncology  global        #msg-76359649 
 Daiichi-Coherus     5/12   *         Asia          #msg-75397629 
 Fujifilm-Kyowa      3/12   Humira    unspecified   #msg-73800486 
 ACT-Bioton          2/12   insulin   US & Europe   #msg-74987123 
 ACT-AMGN           12/11   †         global        #msg-70097496,#msg-84340328,#msg-10547164 
 BAX-MNTA           12/11   ‡         global        #msg-70212854,#msg-70258421 
 PFE/HSP-Celltrion  10/09   z         global        #msg-84519981,#msg-77816122 
 MYL-Biocon          6/09   x         global        #msg-72421544,#msg-84561737 
 Procognia-UTR       n/a    Humira    unspecified   #msg-84340976 

*Enbrel and Rituxan.

†Humira, Remicade, Herceptin, Avastin, Rituxan, Erbitux; excludes AMGN FoB’s for AMGN’s branded drugs.

‡Three products in development: 2 auto-immune and 1 oncology—my guesses are Humira, Orenica, Erbitux; may include up to 6 products eventually.

@ Samsung/BIIB subordinate collaboration known as Samsung Bioepis developing Remicade and Enbrel FoB’s in Europe (#msg-95065880); Rituxan program terminated (#msg-80622249).

#Humira, Rituxan, Avastin, Herceptin.

x Nine products: Herceptin, Neulasta, Avastin, Humira, Enbrel, Lantus, Novolog, Humalog, one undisclosed.

y Rituxan program terminated (#msg-80236315); status of other programs unknown.

z Each company received a distinct EU/CHMP approval for Remicade on 6/28/13; partnership includes seven (other) products: Rituxan, Herceptin, Enbrel, Erbitux, Synagis, Humira, Avastin.