Replies to post #119874 on Biotech Values

[DewDiligence]

Directly substitutable vs. branded similars? I don't see how branded similar compete vs. a directly substitutable bio-identical.

It’ll be one or the other—we probably won’t see both kinds of FoB’s for the same reference drug in the same market.

…will there be direct substitutability or will MNTA and its partner need to market it like a branded?

MNTA’s stated goal is the former (#msg-26837144), but they have not completely ruled out being a player for the latter.