Replies to post #150773 on Biotech Values

[rajaram46]

How is this different than any other non-interchangeable FOB?

Is the market for non-interchangeable to small compared to other possibilities?

-R

[NP1986]

What are your reasons for speculating that Rituxan is not one of the first three FoBs in the MNTA/BAX agreement?

If they are indeed confident of being able to develop interchangeable FoBs, then Rituxan would seem to be an obvious choice. Even with the availability of non-interchangeable FoBs, Rituxan could still be a blockbuster product - unless you believe that biobetters such as obinutuzumab will supplant Rituxan.

[masterlongevity]

i would venture to guess that Rituxan FOB development by BIIB violates BIIB's contract with Genentech in regards to each party doing whats in the best interest in the product.