Replies to post #111488 on Biotech Values

[microcapfun]

>>The TNF blocking antibodies<<

Thanks for the lesson. So Cimzia and Simponi have essentially the same labels as Humira?

I believe you - but I don't get it. If Cimzia and Simponi came on the scene many years later it would seem that they would at least have had to pass a non-inferiority trial against Humira, similar to Dew's comments regarding Incyte's 050.

micro

[DewDiligence]

With the exception of Humira, the drugs you cited have been commercial dogs. Although a drug can get FDA approval in RA by showing superiority to placebo, commercial uptake is greatly enhanced if the sponsor can show at least non-inferiority relative to a big-selling comparator.