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Biowatch

04/18/17 4:20 PM

#210694 RE: DewDiligence #210691

Economies of scale=costs down; Greed=cost up

Is that all there is to it? Inflation and rising wages have virtually no impact on the cost of production.

I hate to accuse companies of simple greed, but what other explanation is there?

I suppose it is basic business sense. Maximize profit whenever possible.

Yes, they want to fund more research, and avoid the perils of the patent cliff, but with the very slow process needed for biosimilar approvals, why risk a consumer and regulatory backlash?

Is Hillary so far out of the picture that her concern about rising drug prices no longer on the table?
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biomaven0

04/28/17 4:32 PM

#210979 RE: DewDiligence #210691

>>Humira pricing

I am reliably informed that a CEO of one of the competitors in the same space (RA biologics) claimed he could set the price of his rival drug at zero and it still wouldn't get on some formularies.

I can't say I fully understand the dynamics, but it has something to do with rebates and Humira having a broader label. So I could speculate that the rebates depend on hitting a minimum sales level and if you removed RA sales from Humira there would be a huge hit on the other indications.

Peter
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DewDiligence

05/02/17 1:42 PM

#211034 RE: DewDiligence #210691

Why is MNTA up sharply today? A few reasons: #msg-130999575.
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DewDiligence

06/11/17 6:01 PM

#211803 RE: DewDiligence #210691

Twitter series re MNTA and interchangeable FoBs:

https://twitter.com/DewDiligence/status/874022611507752960 (scan up)