Replies to post #106685 on Biotech Values

[DewDiligence]

Nimotuzumab is not an Erbitux-like drug,…but an EGFR MAb with very different binding properties…

I think government and third-party payers are apt to view these drugs as fungible in much the same way they do for, say, statins. When Zocor went off-patent in 2006, it adversely affected the sales of Lipitor as payers pushed for (and got) a high degree of “therapeutic substitution” with generic Zocor.

The situation with the EGFr class is not directly analogous, but I think it’s naïve to assume that Erbitux biosimilars won’t have an adverse effect on the business proposition for Nimo.