Replies to post #138058 on Biotech Values

[DewDiligence]

Another SeekingAlpha piece that’s less than stellar, IMO:

http://seekingalpha.com/article/409911-roche-scores-important-win-with-actemra

Roche’s comparison of Actemra to Humira in last week’s PR (http://finance.yahoo.com/news/genentech-actemra-monotherapy-showed-superior-060000314.html ) was somewhat inflated.

[DewDiligence]

Re: Orencia SC

http://finance.yahoo.com/news/orencia-sc-seems-growing-orencia-150400380.html

…three months post-launch, finds a steady adoption of the product among surveyed rheumatologists. Just over half of rheumatologists have initiated trial on Orencia SC (abatacept) for a cohort of their patients, (up from 42% one month post-launch)… there is a little cannibalization of share from the Orencia IV formulation…