Replies to post #85052 on Biotech Values

[biomaven0]

>Fusilev

This is a quite misguided article. The FDA does not consider the eventual cost of the drug in making its decisions. The cost isssues emerge only when payors decide whether or not to cover the drug.

I did some research on Fusilev last year. For some reason this version of the generic has good sales in Europe, but its practical (rather than theoretical) advantages over the generic seemed quite unclear to me.

Note SPPI must have gotten some temporary sales boost because of the previous shortage of the generic leucovorin:

http://chocgpo.files.wordpress.com/2009/01/leucovorinshortage.pdf

[DewDiligence]

SPPI: The only thing the SeekingAlpha author got right is that generic Leucovorin is a racemate. The blogosphere’s reporting on SPPI has been so dismally uninformed that even this simple detail cannot be taken for granted: e.g. #msg-42331502 (see third paragraph).