Replies to post #150780 on Biotech Values

[DewDiligence]

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

I think BAX-MNTA saw how many companies were targeting Rituxan and decided to play in a less crowded arena. An interchangeable Rituxan FoB would be a decent-selling product, despite the likely approval of CD20 “biobetters”; however, the downside of developing a Rituxan FoB and being unable to get interchangeability suggests that other FoB targets are more promising.

As you may know, I think BAX-MNTA are likely working on Humira, Orencia, and Erbitux (or at least two of these three).

[DewDiligence]

Re: Addendum to #msg-80629345/Rituxan FoB’s

According to http://www.firstwordpharma.com/node/992472 , there are (or were as of Jun 2012) more than 25 Rituxan FoB’s in development. No wonder we’re seeing several cancellations already.