“This feels like the inflection point for the industry. The investment has been made, but the return – at least in the US market – is delayed. Over the next two years, the US biosimilar industry will either get better, on more affordable/predictable US requirements and gradual adoption; or morph into a European Union- (EU-) focused business, without material US presence.”
This was the view of Bernstein analyst Ronny Gal, made in a note last July per our sister publication Scrip, summing up the concerns and frustrations of many biosimilars
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