Replies to post #83556 on Biotech Values

[DewDiligence]

MNTA:

Many of [your] assumptions don't follow the Omnitrope rollout, which couldn't we assume would be a similar situation?

No, the Lovenox and Omnitrope cases are completely different because Omnitrope is a branded drug, not a generic.

Omnitrope was approved under an NDA (via the 505b2 pathway), not an ANDA. Pharmacists are not permitted to dispense Omnitrope unless a prescription calls for Omnitrope, specifically. Thus, the only way for Omnitrope to gain market share is through active detailing by sales reps.

Generic Lovenox, on the other hand, will be substitutable by any pharmacist for branded Lovenox, and it will not need to be marketed to garner a substantial market share.