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Replies to #73410 on Biotech Values
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srsmgja

02/19/09 2:23 AM

#73414 RE: DewDiligence #73410

Dew -

I will again concede that in certain cases, middlemen, disturbutors, can substantially change drug pricing. This is especially true when products are virtually interchangeable and where pricing can give a particular pharma exclusivity and better price tiering. I have seen this most recently with Xalantan/Travatan/Lumigan saga within my medical field.

However, while Betaseron and Rebif might be interchangeable, the same can not be said for Copaxone or Tysabri.

So while IN GENERAL, your point may be correct, I do not believe such significant ASP differences exist within the context of these two drugs.

Regards