Replies to post #163160 on Biotech Values

[DewDiligence]

These drugs are going to get real cheap, real fast.

If non-interchangeable FoB’s continue to be priced at about a 30% discount to the original brand, I think all of the players will be pretty happy. You can’t expect a huge discount on these drugs because (other than occasional government tenders) they have to be marketed as distinct brands by a conventional salesforce.

[DewDiligence]

According to JNJ’s 5/23/13 webcast, Celltrion’s Remicade FoB in Korea sells for only a 5% discount to JNJ’s product.