May. 1 at 4:41 PM
$SMMT $IBRX $MRK $XBI $SOXL Ok I lied, I have one last thing to say!
Generics for Keytruda is actually one of the biggest opportunities for ImmunityBio. While Merck is doing everything it can to protect its
$35 billion-a-year franchise, the arrival of cheaper pembrolizumab (the active ingredient in Keytruda) could make Anktiva the standard-of-care partner for the entire industry.
Right now, a major hurdle for new cancer treatments is the total cost of therapy. When you combine two brand-name drugs, the price can exceed
$30,000 per month, making it hard for insurance to approve. If Sandoz or Samsung Bioepis launches a biosimilar Keytruda at a 30%–50% discount, it opens up "budget space.
ImmunityBio can market Anktiva as an add-on to the cheaper version of pembrolizumab. This makes the Anktiva + Generic Keytruda combo more affordable than Merck’s original brand-name version, encouraging hospitals and insurers to adopt it faster.
WHO WINS?
