Replies to post #165944 on Biotech Values

[DewDiligence]

Russian firm, Biocad, to manufacture FoB’s in Brazil:

http://www.themoscowtimes.com/business/article/wooed-by-state-spending-russian-drugmaker-biocad-bets-on-brazil/488061.html

The Biocad facility will produce the cancer-fighting trastuzumab [Herceptin], as well as pegylated interferon against rheumatoid arthritis, and rituximab [Rituxan] to combat hepatitis type C.

Rituxan for HCV would be a neat trick, LOL. (They meant to say Ritxuan for RA and peg-IFN for HCV.)

In some emerging markets, a cheap generic version of peg-IFN might hang around awhile even after all-DAA regimens are approved in major markets.

[DewDiligence]

The Norwegian government is helping to facilitate a Remicade FoB by running its own switching study:

http://www.biopharma-reporter.com/Markets-Regulations/Norway-to-facilitate-switch-to-biosimilars-with-3m-Remicade-study

I suspect we’ll see more of these kinds of government-funded FoB studies in various countries. The cost of running such a study pales in comparison to the potential savings from switching government-reimbursed patients from the original branded drug to the FoB.

[DewDiligence]

Major FoB Collaborations

[Added detail on Samsung/BIIB/(MRK).]


Items are shown in reverse chronological order.

 
                    Date   Targets   Geography     iHub References 
 BAX-Coherus        9/13   Enbrel    ex-US         #msg-91645674 
 Oncobiolgcs-Huahai 5/13   #         global        #msg-87734336,#msg-87744882 
 Strides-Pfenex     4/13   Betaseron global        #msg-87014470 
 MRK-Samsng/BIIB    2/13   @         Europe et al  #msg-84781042,#msg-69629103,#msg-95065880 
 Catalent-UMN      12/12   various   Asia          #msg-82556713 
 Merck KGaA-RDY     6/12   oncology  global        #msg-76359649 
 Daiichi-Coherus    5/12   *         Asia          #msg-75397629 
 Fujifilm-Kyowa     3/12   Humira    unspecified   #msg-73800486 
 ACT-Bioton         2/12   insulin   US & Europe   #msg-74987123 
 ACT-AMGN          12/11   †         global        #msg-70097496,#msg-84340328 
 BAX-MNTA          12/11   ‡         global        #msg-70212854,#msg-70258421 
 HSP-Celltrion     10/09   z         global        #msg-84519981,#msg-77816122 
 MYL-Biocon         6/09   x         global        #msg-72421544,#msg-84561737 
 Procognia-UTR      n/a    Humira    unspecified   #msg-84340976 

*Enbrel and Rituxan.

†Humira, Remicade, Herceptin, Avastin, Rituxan, Erbitux; excludes AMGN FoB’s for AMGN’s branded drugs.

‡Three products in development: 2 auto-immune and 1 oncology—my guesses are Humira, Orenica, Erbitux; may include up to 6 products eventually.

@ Samsung/BIIB subordinate collaboration known as Samsung Bioepis developing Remicade and Enbrel FoB’s in Europe (#msg-95065880); Rituxan program terminated (#msg-80622249).

#Humira, Rituxan, Avastin, Herceptin.

x Nine products: Herceptin, Neulasta, Avastin, Humira, Enbrel, Lantus, Novolog, Humalog, one undisclosed.

y Rituxan program terminated (#msg-80236315); status of other programs unknown.

z Each company received a distinct EU/CHMP approval for Remicade on 6/28/13; partnership includes seven (other) products: Rituxan, Herceptin, Enbrel, Erbitux, Synagis, Humira, Avastin.