@Nathan Aisenstadt This didn’t cause you by surprise, did it? If you haven’t considered the impact of Hadlima on Humira sales, you might also want to consider Boehringer’s Cyltezo (also available since July 01 in the U.S.):
www.boehringer-ingelheim.com/…As an aside, Humira LOE’ed in the E.U. back in 2018, since then severeal biosimilars got approved, so here are a few more (potential) competitors in the U.S. besides Cyltezo:- Amgevita, Amgen ($AMGN), since January 2023
– Hulio, Viatris ($VTRS), potential, currently not available
– Hyrimoz, Sandoz (ex. Novartis, $NVS) expected launch in July 2023I don’t get all the fuss about Organon jumping on the adalimumab band wagon. PBMs play an important role in setting the contract terms for inclusion of a biosimilar, and I think competitors with better scale and/or a head start like Amgen strike me as being positioned better in terms of negotiations.
www.boehringer-ingelheim.com/…As an aside, Humira LOE’ed in the E.U. back in 2018, since then severeal biosimilars got approved, so here are a few more (potential) competitors in the U.S. besides Cyltezo:- Amgevita, Amgen ($AMGN), since January 2023
– Hulio, Viatris ($VTRS), potential, currently not available
– Hyrimoz, Sandoz (ex. Novartis, $NVS) expected launch in July 2023I don’t get all the fuss about Organon jumping on the adalimumab band wagon. PBMs play an important role in setting the contract terms for inclusion of a biosimilar, and I think competitors with better scale and/or a head start like Amgen strike me as being positioned better in terms of negotiations.
