Replies to post #191070 on Biotech Values

[DewDiligence]

ALXN—Seems like a weak premise. Potential Solaris competition from ALNY is pretty far off, so why the hurry to shell out $8.4B in cash and stock for GEVA?

[jq1234]

>> Alnylam's ALN-CC5 as Soliris "killer" reason for ALXN buying GEVA


That's a stretch really. Soliris patent expires in 2021 in U.S., even earlier in Europe and Japan. ALXN probably fear more about biosimilar than upcoming new drug competition since Soliris becomes a multibillion $ drug. For very effective drug in super ultra rare orphan indication like Soliris, it is very difficult for a competing drug to enter the market unless it is entering at similar time frame with similar clinical development path because very few treatment naive patients are left, and switch study from previously treated are very time consuming and high risk unless new drug is superior. There is very little indication ALN-CC5 will be clinically superior to Soliris at this point - don't talk about potential dosing convenience as "big" advantage in these super ultra rare orphan indication.