JTFM, you mention "Humira biosimilar competition in Europe October 2018. Some countries are starting to mandate starting patients off less expensive biosimilars before moving to the branded drug. Investors believe Humira may be safe in the US for a while. But I wouldn't count on it. It looks like BI is using a similar approach that proved successful in the UK challenging the novelty of the patents that were issued"
We have never owned ABBV, ABT or had a reason to look into Humira---an opportunity we missed early in the game after the spin-out from ABT.
Do you know, off-hand, whether any serious challenges remain to validity of Humira patent estate[ABBV continues to insist its Humira patents will protect ABBV from serious competition in that arena until at least 2022], after invalidation of at least one of those Humira patents in the UK recently[presumably an appeal is contemplated] and after settlement of AMGN/ABBV patent litigation?
Other biosimilars are in the works, I understand, from the likes of PFE and TEVA. I imagine such challenges could arise in either the PTO by way of IRPs or in the Federal Courts.
I ask this question only because it could affect the value of our holding in ANIP sooner rather than later.
EDIT: Note also the interview of the founder of Halo Ventures being conducted on CNBC TV as I write....~11:40 a.m. Investing in women-related equities.
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