Replies to post #106946 on Biotech Values

[mcbio]

RIGL not only needs to worry about anti-TNF biologic, but also PFE's oral Tasocitinib.

That's very true and PFE's JAK inhibitor is further ahead and should presumably be in position to be first to market, if successful. But, Tasocitinib and FosD hit entirely different targets and the RA market is huge, so I assume there is plenty of room for both drugs.

Anti-TNF drugs are highly effective drugs. Going head to head against them is extremely risky move. Drug companies don't do that often until after the drugs are established already.

Yes, that's a good point.