Replies to post #114640 on Biotech Values

[DewDiligence]

Re: FoB opportunities for MNTA

Don't know the patent expiries but have to believe an RA FOB is inevitable. Then Rituxan?

The TNF-alpha class includes three biologics among the world’s seven biggest-selling drugs—Remicade (#3), Enbrel (#5), and Humira (#7)—so it’s reasonable to surmise that MNTA has its sights trained on this class. Enbrel is already off-patent in the US, and Remicade will be off-patent soon—long before anyone could bring an FoB to market. Humira goes off-patent in the US in 2016.

Rituxan strikes me as an unattractive FoB program for MNTA because there are already several announced biosimilars and biobetters. Regards, Dew

[ThomasS]

MNTA: @2008 several of us postulated that Enbrel and Remicade were possible candidates for the collaboration with Sandoz (which were terminated). It makes sense, therefore, that MNTA may still be developing these solo if they ever were with Sandoz (or, even if they weren't previously).