Replies to post #76698 on Biotech Values

[DewDiligence]

Worldwide Share of MS Drugs by Dollar Sales

[Data through 2Q08; rehosted to iHub’s new image-upload site.]



Source: Teva, Biogen Idec, Merck KGaA, Bayer

[DewDiligence]

MS Drugs in Phase-2 or Phase-3

[Not a complete list; rehosted to iHub’s new image-upload site.]



Source: Nature Biotechnology, Aug08 (#msg-31515145)

[DewDiligence]

MNTA: What is M178? (patent-expiration table for biologics)

From the 2006 PR announcing the FoB collaboration with Sandoz (#msg-12222305):

“The product candidates in the collaboration will all leverage Momenta's characterization technology, which enables the detailed chemical sequencing and analysis of complex mixtures. Momenta's goal is to apply its technology to create generic and follow-on versions of complex drugs and biologics, which have been difficult to thoroughly characterize. The collaboration will also leverage the global capabilities and infrastructure of Sandoz for developing, manufacturing, and marketing complex drugs.”

This plainly rules out the simpler protein drugs such as the insulins and interferons.

In guessing which of the complex protein drugs M178 might be, it helps to examine the US patent-expiration dates of the various large-selling biologics (see table below). However, the fact that there is no Orange Book for biologics renders this exercise somewhat imprecise.



Remicade and Enbrel would seem to fit the bill, as does Neulasta (US patent expiration in 2015—thanks, genisi).

[DewDiligence]

The Numbers Game of Drug Development



Source: http://www.gao.gov/new.items/d0749.pdf