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DewDiligence

09/08/10 3:31 PM

#103759 RE: AlpineBV_Miller #103758

Interferon for HBV is a blockbuster indication worldwide.

There’s a lot of use in China and Southeast Asia, where HBV is a serious problem, the markets are saturated with dirt-cheap interferon generics from multiple vendors, and much of the populace cannot afford to pay a premium price for such branded drugs as Baraclude. Bottom line: No one is making consequential money from selling interferon for HBV, and BMY won’t be able to either, IMO.