Replies to post #139063 on Biotech Values

[biomaven0]

what’s even tougher these days is getting third-party payers to pay a high price for a branded drug that isn’t statsig superior to a drug that’s generic by the time the new branded drug hits the market.

Good point. What that implies is that there will be no new drug development in the vast majority of (non-oncology) drug classes we have today.

Bystolic, Forest's beta-blocker, is an interesting example of a drug that is "somewhat better" than the many other drugs in its class. Basically a better side-effect profile on a number of fronts. Forest has achieved sales of around $400m despite the drug not being on formulary with some major insurers.

Peter

[mcbio]

True; however, what’s even tougher these days is getting third-party payers to pay a high price for a branded drug that isn’t statsig superior to a drug that’s generic by the time the new branded drug hits the market.

Does the fact that the GSK/THRX drug is QD vs. a BID generic lessen these concerns to some degree, though? I've never followed THRX or this program closely so don't know if there may be safety advantages over Advair as well.