Why Be Optimistic if the Payers Are Cautious?
Recent comments from one of the largest health insurers in the U.S. reinforce our view that management's expectations for Remsima (U.S. name...
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U.S. Remsima Expectations Too Optimistic
USFDA approved Celltrion’s Remsima, a biosimilar for JNJ’s Remicade, for use in treating rheumatoid arthritis, ulcerative colitis, Crohn’s, and...
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Serious Questions to Consider
Our initial post on Celltrion focused on the fundamental risk of whether the company could meet the market's high expectations for its first...
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The Risks of High Expectations for Biosimilars
Celltrion trades at a premium valuation (35x 2016 estimated earnings) based on high expectations for its biosimilar (copycats of biotech) products....
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