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Lunacy_John Galt

12/09/19 4:11 PM

#9929 RE: lidopete #9927

This is from Auph IR, shared with me by a fellow long...

"auph applied for both method of use and manufacturing patent. The patent for composition matters can not be extended beyond 2027. Once auph is allowed MOU patent, generics can not use auph trial protocol, so they need to run clinical trial from the beginning with different dosing schedule. 2 P3s will take good 8 to 10 years to finish line. All we need is MOU patent, not necessarily manufacturing patent."

I personally don't see any generics going thru this process, especially with how difficult it is to manufacture VOC. Management seems very confident when speaking about potential generic threats down the line, and I think their confidence is justified.