tag:blogger.com,1999:blog-2667513674891525879.post8495248004850578399..comments2018-12-25T00:25:30.225-08:00Comments on Bigger Fool Trading -- 搏傻交易: Couple Comments about ASPVRobinhttp://www.blogger.com/profile/15682527572459035647noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2667513674891525879.post-75651413605556030952007-05-07T15:06:00.000-07:002007-05-07T15:06:00.000-07:00yes, once the generic drug shows upthe price will ...yes, once the generic drug shows up<BR/>the price will drop, however it is not like ASPV will be killed overnight, those generic drug competitors stlll need to figure out a way to produce CellCept without infringing Roche's <BR/>manufacturing patent which will still in effect until 2013.<BR/><BR/>I am guessing the worst senario starting from second half of 2009, the revenue will drop due to competitor, and will completely disappear after 2013. and that is the worst senario.<BR/><BR/>if P3 passed, the market share will increase quite a lot (14% on LN treat ment--> 80% or so) so the revenue will still be good even at the presence of generic competitors.<BR/> <BR/>据说这新药没有价格优势 it is the old drug CellCept, not new one.<BR/><BR/>The downside of the approval of P3 is, ASPV will do quite some marketing and sales for CellCept's new indication usage, might be a pain for themRobinhttps://www.blogger.com/profile/15682527572459035647noreply@blogger.comtag:blogger.com,1999:blog-2667513674891525879.post-75007417140056587682007-05-07T00:12:00.000-07:002007-05-07T00:12:00.000-07:00我同意LUPUS失败的可能性很小,也同意如果真的失败会影响以后几年的收入,但想请教一个问题:如果P3...我同意LUPUS失败的可能性很小,也同意如果真的失败会影响以后几年的收入,但想请教一个问题:<BR/>如果P3通过,几年以后PATENT过期,那这新药的价格会不会也一落千仗?<BR/>另外,据说这新药没有价格优势,估计带来的利润有限.Anonymoushttps://www.blogger.com/profile/09307009566935796722noreply@blogger.comtag:blogger.com,1999:blog-2667513674891525879.post-18512779145247873212007-05-07T00:10:00.000-07:002007-05-07T00:10:00.000-07:00This comment has been removed by the author.Anonymoushttps://www.blogger.com/profile/09307009566935796722noreply@blogger.com