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Replies to #70581 on Biotech Values
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DewDiligence

12/23/08 6:26 PM

#70582 RE: rkrw #70581

Re: MRK and FoB’s

>why wait?<

Why, indeed. I don’t question MRK’s decision-making at all; rather, I question the way the program has been framed for investors.

MRK is evidently using the definition that any drug with the same amino-acid sequence as an approved drug is an FoB. If other companies (e.g. AZN) start using this definition, as they probably will, we’ll have to come up with a new term to connote a biologic that is approved by relying in part on the clinical data for a reference drug. “Biosimilar” doesn’t do the trick because many people consider it a synonym for FoB.

My last post on this particular matter for the time being.