Gw, cause there is room for many therapies, many combos, they, and especially Biogen, will not compete with prices !!!
There will not be a super drug that takes all subjects, each will left room for others.
Remicade is the most cumbersome, and the most side effects, it will not, in my view, take much market, the same way it is a laggard regarding Embrel.
Embrel is a big success, but even Amgen/Imnx combined are not able to solve the production problems, most of the production increase will go to arthritis subjects. Just today or yesterday Amgen announced big problems with their German producer, Boehringer-Ingelheim inability to meet their requirements.
Biogen could produce as much as it wants and cheap with a newly completed plant, they are not going to compete in price cause the subjects that respond to it and the churning among products will keep their goal of $500M per year constant for a decade or more, and almost ALL of it for the bottom line.
xomaDna has an EXCELLENT product, I do not foresee any problem with their 3TryingTrials, neither with the weaning process, and Dna has excellent production capabilities to meet demand. xoma has a neat plant and could probably takeover any further production need.
Embrel and Raptiva are the suitable ones for combo.
And there will be room for more, unfortunately for patients, there is not a cure on the horizon for a while.
xoma should do fine, in any case I predicted Raptiva to be their success story when everyone was predicting the baxtard to advance bpi. |
