Replies to post #106687 on Biotech Values

[AlpineBV_Miller]

I think it’s naïve to assume that Erbitux biosimilars won’t have an adverse effect on the business proposition for Nimo.

lol, well, the biggest issue for the Nimo business proposition is YM itself, but I get where you are coming from. Nimo's biggest uphill task will be convincing doctors who so strongly (and wrongly) believe rash = efficacy that a non-rash version is effective.

That might, as you suggest, be more complicated with presumably cheaper biosimilars available around the corner. It will be an interesting situation to watch --

Equally effective, lower AE, more expensive
vs
Equally effective, higher AE, less expensive

Given patients REALLY hate the rash, smart marketing might win the day. That's a different bet if YM's responsible for marketing than if a more experienced company has signed on.