Replies to post #115600 on Biotech Values

[DewDiligence]

MRX—I never thought this U.S. patent No. 5,908,838, which expires in 2018, and relates to the use of the Solodyn unique dissolution rate is very strong as it was rejected and then reexamined but I guess it is very hard to circumvent the claims and get a bioequivalent drug.

The patent did appear to be weak; however, the fact that Solodyn is a drug where getting the right effective dose matters greatly presumably helped MRX reach a more favorable settlement with the P-IV challengers than would otherwise have been the case for the kind of patent in dispute.

[DewDiligence]

MRX settles Solodyn patent case with Lupin, the last generic holdout:

http://www.reuters.com/article/2011/07/25/lupin-medicis-idUSL3E7IP22620110725

#msg-60357229 has a scorecard of the launch date and first-filer status for each dose of generic Soldyn.

Whatever one may think about Solodyn’s medical merit (or lack thereof), one has to marvel at how MRX has protected the Solodyn franchise from genericization. MRX’s detailing has been so effective that 90% of current branded+generic Solodyn scripts are for the non-legacy doses where MRX’s settlements ensure protection from generic competition for several years.