Replies to post #122 on ZymoGenetics (ZGEN)

[DewDiligence]

How much market share do generics normally capture…?

I’m not talking about full-fledged generics, but rather biosimilars such as Locteron.

…when there is a substantially improved (better efficacy and tolerability) name brand on the market?

I think it’s presumptuous of you to assume that Lambda will be substantially better than Locteron and other drugs of its ilk.

Assuming that IFN-L does have substantially better efficacy and SAE then I would suggest that they will have pricing power.

The point in #msg-54181531 about pricing is that Lambda won’t be able to have separate price points for 24-week and 48-week regimens. Hence, Lambda will have to be priced at the level dictated by the 48-week regimen.