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Msg  48277 of 53033  at  10/22/2019 8:03:45 AM  by

JAD9000


 In response to msg 48276 by  walkabout
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Re: VRTX

Personally I have gotten a real lesson on just how slowly the wheels turn in biotech approvals and eventual adoption. Although the process is grueling and explains the massive costs a drug must bear it also provides protection from eventual competition for extensive periods of time. And, as it has become apparent there it is unlikely that NTM will ever be "cured" by a single product, the mix and matching of older and newer products will further extend the timelines. Arikayce is now best of class and soon will be adopted in the EU and then Japan. Any competitive pressures are now at least four years away, assuming they prove to be effective in trials. And, even then, Arikayce will still dominate the landscape for a long time.


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