Replies to post #227850 on Biotech Values

[linhdtu]

Amrn : so I get your opinion that DrReddy is putting down a modern version of Pascal’s bet. The odds that god exists is infinitesimal low but so is the payoff such that the expected value makes it worth a try.

[DewDiligence]

…a "win" is essentially a scorched earth. Patent that is invalid means anyone that wants to produce and sell can do a generic…

Wouldn’t the limited availability of Vascepa API substantially impede competition, at least in the short run?

Something close to pure competition results and we know what that does to profits…

Again, due to the limited availability of API, wouldn’t it take an extended time for a free-for-all market to ensue?

[biomaven0]

>>Patent that is invalid means anyone that wants to produce and sell can do a generic do so.

So what's in it for Dr Reddy? If they invalidate the patent then there is a free-for-all and nobody makes much money. If they settle, I assume Teva's settlement included a provision that gives them the benefit of a more favorable settlement as well, and so so again no big bucks for Reddy. So why spend the money on litigating?