Page 79 - Binder2

For years, originator biologics operated in a fortified
market. Prices remained high, competition was minimal,
and secondary patents locked out challengers long after
exclusivity should have ended. Layered patents on
formulations, delivery devices, and manufacturing methods
created legal thickets so dense that biosimilars—despite
being scientifically viable—couldn’t enter the market
without expensive litigation or licensing deals. This wasn’t
just protectionism. It was business strategy, and it worked.

But biosimilars are beginning to crack that armor—not with
explosive force, but with steady, accumulating pressure.

They don’t bring 90% price drops like generics. Their
saving are modest, impeded by delays, negotiations, and
clinical trials. But they start an important conversation.
They shift payer expectations. They expose inefficiencies.
They highlight how expensive it is to defend a drug that no
longer delivers lasting outcomes. They’re sending a
message that the current system is broken. Suddenly
tolerization isn’t just a side-effect, it's a commercial
liability.

And in that exposure lies both a threat—and an opportunity
to rebuild biologics from the inside out.

Ever biosimilar that costs a little less and works a little
longer adds another page to the conversation about the
inconvenient reality about biologics. Drugs that don’t
continue to work don’t continue to make money. They fade
into obscurity. Companies can’t afford to be developing a
new drug every time a patent expires.

A revolution is coming. One built on drugs that last. Built
on drugs that eliminate financial inefficiencies. Built on
drugs that address tolerization head on.

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