Thanks for sharing this perspective, most of the databases I have seen points to much higher price erosion in biosimilars (upto 70-80%) rather than only 50%. I also try to keep track of their US market shares at different points of time.
Pegfilgrastim (Fulphila) market share
Trastuzumab (Ogivri) market share
Insulin Glargine (Semglee) market share
Basically, they have struggled to get beyond 15% market share sustainably. For context, Indian generic cos generally get 30%+ market shares in small molecules, and thats when economies of scale start kicking in. Lets see if Biocon can improve this going ahead.
Sorry but this is incorrect, in India Zydus has a larger biosimilar portfolio than Biocon. Biocon has never focused on Indian market.
Disclosure: Not invested (no transactions in last-30 days)
| Subscribe To Our Free Newsletter |
