Replies to post #103911 on Biotech Values

[iwfal]

ZGEN/BMY -

First, Lambda is not the only interferon drug vying to supersede Pegasys and Pegintron in HCV.* Locteron, a Pegasys biosimilar, is further advanced than Lambda and is backed by the well-financed venture, Biolex. It’s likely that other Pegasys biosimilars will enter the market during the current decade, pressuring prices for all of the HCV interferons. In short, the notion that Lambda will usurp the sales now shared by Pegasys and Pegintron without a fight strikes me as naïve.

See my response to this argument here:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=54294454

[dewophile]

inf lambda vs all inf alphas

i agree with clark - lambda is unique in its SE profile. the tolerability of lambda alone would enable it to dominate the entire INF market regardless of how many alpha interferon follow-ons there are (including those with improved dosing schedules and perhaps slightly better tolerability like locteron)

a big eye opener - docs in trials said relapsers who got study drug thought they were in the placebo arm. that to me spoke volumes on tolerability of lambda and why no other INF could touch it in a competitive environment (its also why the large phase 2 enrolled so quickly)