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@Biomaven "Been thinking more about the $HROW biosimilar deal. The key here is that most biosimilar marketing is payer-centric - once there are multiple players (as there are already for Lucentis) it's all been about convincing payers to chose your product in an environment of rapidly declining ASPs. But these drugs are largely in-office buy-and-bill so a prescriber-centric approach makes much more sense. Further there is significant cost-pressure from payers - indeed some dozen insurers (like BCBS Michigan) even require step-therapy starting with off-label compounded Avastin. (Medicare Advantage payers"
@Biomaven on X 2025-07-18 14:59:43 UTC 8508 followers, 1489 engagements

"Sucrose (cane sugar) is virtually identical to high-fructose corn syrup. Human trials have never shown a difference but a few rodent studies at high doses show more liver issues with HFCS. Unlikely to my mind that this move will have much impact (except maybe to Archer-Daniel-Midland and corn farmers)"
@Biomaven on X 2025-07-22 16:51:46 UTC 8506 followers, 2029 engagements

"Next gen SARS-CoV-2 inhibitor from Shionogi - some 30x more potent than ensitrelvir (which in turn is significantly more potent than Paxlovid)"
@Biomaven on X 2025-07-06 02:26:51 UTC 8505 followers, 1264 engagements

"$MRK with Keytruda patent expiration is in the biggest hole"
@Biomaven on X 2025-07-21 20:18:51 UTC 8504 followers, 1552 engagements

"Not an area I've ever followed but thinking of possible on-shoring plays: Catalent - that seems the most obvious Amneal - generics-type play Repligen - biologics And more speculative Codexis (CDXS) an enzyme/siRNA play - if Novartis ever wanted to onshore Inclisiran manufacturing Thoughts"
@Biomaven on X 2025-07-08 22:49:37 UTC 8506 followers, 2836 engagements

"@jakebackpack 5000kg is about 1/1000 of current annual production so unlikely to have much impact. And of course only a very tiny fraction of existing stocks. That paper seems to make light of the cost of separating the needed mercury isotope though"
@Biomaven on X 2025-07-22 20:01:53 UTC 8506 followers, 14.6K engagements

"The Eylea biosimilar space is a bit of a mess right now. $REGN formulation patent seems to expire in 2027 but they have a deal for another competitor to enter in 2026 and $AMGN is already on the market at-risk (they don't use a buffer). So likely for $HROW this will be a 2027 story but same dynamics apply as for Lucentis. So then I would see tremendous financial incentives for payers to require Eylea biosimilar step-therapy before paying for Eylea HD or Vabysmo"
@Biomaven on X 2025-07-18 14:59:44 UTC 8510 followers, 1157 engagements

"@Nick_The_Name @14655116677A @jbarnes1223 Very significant costs in first separating the mercury isotope. And I don't know what radioactivity issues they will have to deal with as well"
@Biomaven on X 2025-07-22 22:09:55 UTC 8507 followers, XXX engagements

"@Mortigaunt_ Yes you do need dispatchable power. But with battery prices continuing to crater an increasing amount can come from that. Fusion (or nuclear) will have to compete with solar+battery+natgas peakers"
@Biomaven on X 2025-07-22 22:39:45 UTC 8507 followers, XXX engagements