Replies to post #113681 on Biotech Values

[mcbio]

The other was the exchange vis-à-vis PFE’s JAK3 inhibitor, in which ABT said that the hit to Humira in 2015 from PFE’s product might be about $250M, which is minuscule relative to the overall sales of Humira.

I find that hard to believe. If not in 2015, I would expect that soon after PFE's JAK3 drug and RIGL/AZN's Syk inhibitor will begin to take a bigger chunk of Humira's market share (assuming both successfully reach the market of course). Of course, I guess ABT has its bases covered to some extent given the partnership with INCY for the JAK3 RA drug.

[rajaram46]

Thanks Dew.