Summary

The big three RA drugs are Humira, Enbrel, and Remicade. All three are facing threats from biosimilars, with Remicade being the first to fall in the US.

Biosimilars may be too late as new products hit the market with higher efficacy and similar safety profiles.

Baricitinib might be a game changer, especially if it is positioned before TNF inhibitors. This puts Eli Lilly and Incyte on the map in RA treatment.

RA treatment is a huge market, estimated to be around $20 billion or so by 2020. Some reports suggest an even higher figure.

Pfizer will see strength with Inflectra. JNJ will struggle, although it received help from FDA through a CRL for competing drug sarilumab. Article skimmers will find key investing information in.