Replies to post #140202 on Biotech Values

[mcbio]

Samsung says its FoB’s will be priced at about half the prevailing prices of the corresponding branded drugs in developed markets:

www.ft.com/intl/cms/s/0/8d0f2320-86ed-11e1-ad68-00144feab49a.html

Samsung does not specify the geographies in which the purported 50% “discount” will apply, so this information is not especially useful for market-calibration purposes. Still, I thought it was worth mentioning insofar as it’s the first prediction of such a steep discount I’ve seen from one of the prospective participants in the FoB arena.

While the initial inclination on impact for MNTA may be to take this news on such a deep discount as potentially negative, it's not entirely applicable to MNTA as I don't believe Samsung is going after fully-interchangeable FOBs, as MNTA/BAX are. But, I guess this could put some downward pressure on what MNTA/BAX may ultimately be able to charge for fully-interchangeable FOBs (assuming both Samsung/BIIB and MNTA/BAX are successful of course).