Replies to post #50635 on Biotech Values

[gfp927z]

BSR David, Just wondering if you could elaborate on your rationale for saying that biogenerics is a fad?

One big potential problem for the biogeneric concept is that reproducing an identical copy of these large complex molecules may not be possible. If the molecules aren't exactly the same, their efficacy and side effect profiles could be vastly different than the original. To ensure equivalence would involve expensive large scale clinical trials by the generic company. Has the need for these trials been fully addressed in the current biogeneric legislation? Thanks for any insights.

[microcapfun]

David,

Please keep posting here, despite the hecklers. I find your comments interesting and insightful. Doesn't mean I always agree.

micro

[Aiming4]

David - I too (and I'm sure many others) find a lot of value in your posts and sincerely hope you continue to share your thoughts on iHub.

I also hope that some people accept your challenge (below) - in my case my interest isn't to see who was ultimately right or wrong, but to further educate myself on biosimilar producer stock opportunities.

You may not get any takers on your challenge, so if you'd like to offer your best prediction at a good basket of biosimilar producer stocks, I'll track them as you described below.



pick a portfolio of biosimilar producers some time this week and update the profit/loss on them once a month. Then, simultaneously place a forecast right now on how much money you think you'll make by this time in 2010 (go ahead and use outperformance relative to an index if you want to correct for macro market issues). That way you'll have two ways to show how stupid I am: (1) How much money you make; and (2) That I was wrong it was just a fad (August 2010 should be enough time to demonstrate that).