Replies to post #137631 on Biotech Values

[iwfal]

Presumably not for US market due to AMGN’s recent patent extension.

Why do you say that - at the macro level I'd suggest that there is a good chance that the AMGN patent can be invalidated. ?

[DewDiligence]

MYL/Biocon extend FoB collaboration to insulin analogs:

http://finance.yahoo.com/news/mylan-enhances-partnership-biocon-strategic-210500809.html

[DewDiligence]

MYL-Biocon get India’s approval for Herceptin FoB:

http://finance.yahoo.com/news/mylan-biocon-receive-first-indian-153000715.html

[DewDiligence]

MYL/Biocon present Herceptin-FoB data at ASCO:

http://finance.yahoo.com/news/mylan-biocon-present-phase-3-180000878.html

[DewDiligence]

MYL/Biocon submit 351(k) application for Herceptin FoB:

http://finance.yahoo.com/news/mylan-biocon-announce-u-fda-123000423.html

[DewDiligence]

FDA approves MYL’s Fulphila—a Neulasta FoB:

https://www.prnewswire.com/news-releases/us-fda-approves-mylan-and-biocons-fulphila-pegfilgrastim-jmdb-the-first-biosimilar-to-neulasta-300659410.html

Neulasta is a tricky drug for FoBs to match due to its unusual pharmacokinetics. This is the first successful attempt in the US after a couple of failures (NVS, CHRS).