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06/23/07 10:54 AM

#1666 RE: genisi #1665

So basically they do not have the skills in house to succesfully manufacture the most difficult biologics and are looking elsewhere as well ?


PS seems the article is indeed removed, dont think i saved it.. kinda summed up the biologics events, senate vote opinions, market indication (90billion market of which 10billion comes off patent in 2010+).

Insmed (company i have a big part of my portfolio in) is looking for partner and is talking with some candidates.

The company allready has an fda approved (very complex to produce) biologic drug. The science and production skills are there.

They lack the marketing size and financing to go alone in the biologics generics area and lack big short term revenues to build it up on their own.
Therefor will actively search a partner (probably relative soon) if political will seems to be there. (ie positive guidelines by senate)

teva was mentioned in that article as being one there, was checking if maybe the company had an a particular policy there.
As you told me they do have a department for biologics, but underfunded in your views.