Replies to post #112927 on Biotech Values

[dewophile]

if i recall NVS dropped the first FOB project because the commercial opportunity was not compelling any longer - orencia's somewhat disappointing sales fit that bill

[DewDiligence]

Orencia outsells Rituxan 2:1 in US RA market, according to Decision Resources:

http://finance.yahoo.com/news/BristolMyers-Squibbs-Orencia-bw-989819946.html?x=0&.v=1

These drugs are competitors for the non-TNF-a segment of the RA market, usually in the third-line setting (following methotrexate in the first line and one of the TNF-a drugs in the second line). Roche’s Actemra is a distant third to Orencia and Rituxan in this market segment.