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Biotech / Medical : Biotech Valuation

CRSP 61.96

-3.2%

Nov 3 3:59 PM EST

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To: Biomaven who wrote (8982)	8/24/2003 1:28:25 PM
From: Icebrg	Read Replies (2) of 52153

<generic biologics> As long as there will be a 100 mUSD ticket for entry into the market the competitive risks will be reduced. Fewer drugs will be obvious targets, fewer companies will be inclined to develop these generics and there will an incentive with the generic developer to keep the price higher than what is now the case. I believe however that the main threat for the first generation biologics, which we have on the market today will not primarily come from the generic side, but from further development of propitiatory drugs. I think that for example mAbs could be a good example of that. For the moment we have (with the exception of Humira) only chimeric and humanized antibodies on the market. Most of them will most probably have to make room for fully human antibodies, who in their turn eventually will be threatened by small molecules. Examples of this happening have been seen with platelet inhibitors (Reopro-Integrilin) and drugs operating on the tyrosine kinase. (Iressa/Tarceva - Erbitux - ABX-EGF) although in the latter case the drugs seem to arrive to the hospitals more or less at the same time. Erik

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