Pharma’s Cutting Edge

 
Goodbye Wyeth, Schering-Plough, Genentech. 
The wave of Pharma acquisitiveness has arisen anew after a short period of dormancy.  It seems that every time this happens pundits, myself included, take a position on either side of the mega-merger debate  Resolved:  “Pharma mega mergers hinder pharmaceutical innovation and thus rob long-term investors of shareholder value”.  Personally, I’ve always [...]

March 15th, 2009 | Category: For Investors, R&D | Leave a comment

The promised land in pharmaceuticals was 10 years ago.  Until we see a major technological breakthrough in pharmaceutical development, for now it’s all about working what you have. - David Markowitz
The above quote from David Markowitz, an analyst at Caris & Co., appears in today’s Philly Inquirer in an article by Miriam Hill summarizing analysts’ opinions on [...]

January 28th, 2009 | Category: For Investors, Miscellaneous | Leave a comment

With legislation possibly creating a regulatory pathway for follow-on biologics (biosimilars, generic biologics, biogenerics, et al.) in the US as early as 2009 (but more probably later), I figured it’s time to break out the for-no-good-reason top-10 list of major players in this coming market and their first likely drugs approved.  I guarantee that at [...]

August 7th, 2008 | Category: For Investors, Generics | Leave a comment

 
Above: NMR solution structure of exenatide from Ganfyd.org
 taspoglutide advancement announcement
Lead 6 results press release
52-week data from Duration-1 trial
A bit more excitement than usual surrounded this year’s recently completed ADA annual meeting, with a flurry of news surrounding the GLP-1 mimetics and their brethren, the DPP-IV inhibitors.
In my mind, the most interesting bit of news concerned progress [...]

June 11th, 2008 | Category: For Investors, Miscellaneous, Technology | Leave a comment