Dew, I don't get what Venkataraman is saying in the following context.
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But a biosimilars maker could get approval and quickly capture market share only to see much of it evaporate 6 months or a year later if more competitors make it through the approval process.
These kinds of external factors will put the production forecasting for biosimilars at odds with some of the traditional approaches. "Will they have to increase or shut down demand at short notice?" Kaundinya wonders. "That is something that we don't have answers to."
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I think he is saying that participants in the biosimilar mkt may see lots of competition but mnta which is in bio substitutes will not because of the higher level of technical difficulty required.
Nevertheless, in terms of investing, any generic approval would have the same effect of lowering the profit margin. The worst case imo would be that mnta gets approved first , the pps flies hi and then BAM a biosimilar gets approval also and we get a serious haircut coming.
OTOH, my common sense would tell me that biosimilars would get to the mkt first before mnta if both are aiming for the same biologics.
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