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Chronological Index of : Cover Story

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  • Box: Other gripes

    Amgen on notice Other gripes Among activist investor Third Point LLC's gripes with Amgen Inc. are the biotech's SG&A spending and its 2013 acquisition of Onyx Pharmaceuticals Inc. Third Point noted that Amgen …

    Published on 10/27/2014
  • Figure: Amgen R&D Comps

    Amgen on notice Amgen R&D comps Over the past 10 years, Amgen Inc. (NASDAQ:AMGN) has spent $29.3 billion on R&D - 1.6x the combined spending by Biogen Idec Inc. (NASDAQ:BIIB) and Gilead Sciences Inc. (NASDAQ:GILD)…

    Published on 10/27/2014
  • Figure: Amgen SG&A comps

    Amgen on notice Amgen SG&A comps Amgen Inc. (NASDAQ:AMGN) has spent $37.4 billion on SG&A over the past 10 years, or 25% of its revenues. This compares to $9.4 billion (23%), for Biogen Idec Inc. (NASDAQ:BIIB) and $…

    Published on 10/27/2014
  • Amgen on notice

    How splitting up doesn't address Amgen's struggles creating value-driving assets

    Third Point says splitting Amgen will unleash value, but the portfolio shows the biotech is hard pressed to advance value-driving assets.

    Published on 10/27/2014
  • Box: A rising tide

    Walking the toll road A rising tide In addition to an improved understanding of TLR biology, advances in cancer immunotherapy have opened up the possibility of TLR agonist combinations. Axel Hoos, VP of oncology R&…

    Published on 10/20/2014
  • Table: Endosomal TLR agonists

    Walking the toll road Endosomal TLR agonists At least 14 endosomal TLR agonists are in the clinic. Source: BCIQ: BioCentury Online Intelligence Company Product TLR Lead indication Status Dynavax Technologies …

    Published on 10/20/2014
  • Table: Endosomal TLR antagonists

    Walking the toll road Endosomal TLR antagonists At least three products in development antagonize endosomal TLRs. Source: BCIQ: BioCentury Online Intelligence Company Product TLR Lead indication Status Dynavax…

    Published on 10/20/2014
  • Table: Surface TLR agonists

    Walking the toll road Surface TLR agonists At least four products that agonize cell surface TLRs are in the clinic. (A) Entolimod is being developed to treat acute radiation syndrome under FDA's Animal Rule, which …

    Published on 10/20/2014
  • Table: Surface TLR antagonists

    Walking the toll road Surface TLR antagonists At least three products that antagonize cell surface TLRs are in the clinic. Two of the three, OPN-305 from Opsona Therapeutics Ltd., and NI-0101 from Novimmune S.A., …

    Published on 10/20/2014
  • Walking the toll road

    Why investors have started placing bets on toll-like receptors again

    Better understanding of biology and new delivery approaches are refreshing interest in TLR modulators.

    Published on 10/20/2014
  • Box: Pruned by setbacks

    Streamlining Takeda's Profit Story Pruned by setbacks Takeda Pharmaceutical Co. Ltd. has experienced several recent setbacks for late-stage compounds and new launches. In December 2013, the company discontinued …

    Published on 10/13/2014
  • Box: Streamlining operations

    Streamlining Takeda's Profit Story Streamlining operations Takeda Pharmaceutical Co. Ltd. said the goal of the commercial and R&D reorganization announced last month is to make its operations more agile and to allow…

    Published on 10/13/2014
  • Figure: Takeda chronicles

    Streamlining Takeda's Profit Story Takeda chronicles Shares of Takeda Pharmaceutical Co. Ltd. (Tokyo:4502) have fallen 45% from a peak of ¥8,400 in February 2007 to ¥4,587 last Friday. The decline started when …

    Published on 10/13/2014
  • Figure: The bottom line

    Streamlining Takeda's Profit Story The bottom line While revenues for Takeda Pharmaceutical Co. Ltd. (Tokyo: 4502) have increased by 4% a year since the financial crisis in 2008-09, the pharma's EPS has declined an …

    Published on 10/13/2014
  • Table: Takeda comps

    Streamlining Takeda's Profit Story Takeda comps Takeda Pharmaceutical Co. Ltd. (Tokyo:4502) has reported steady cost increases on an absolute basis and as a percentage of revenues since FY04, just before starting a …

    Published on 10/13/2014
  • Streamlining Takeda's Profit Story

    Takeda needs to execute on cost-cutting, pipeline to meet EPS expectations

    After a decade of acquisitions, Takeda is focused on getting costs in line with global peers and meeting expectations for EPS expansion.

    Published on 10/13/2014
  • 4Q14 Financial Markets Preview: 'Perfect world' - for now

    4Q biotech stocks: Large cap recovery points to smaller cap cherry picking

    With the recovery of biotech indices driven by large caps, investors are looking to cherry-pick small- and mid-caps to pad returns in 4Q.

    Published on 10/6/2014
  • 4Q14 Financial Markets Preview: Commercial race in HCV

    4Q14 investor themes: pricing in HCV race, next steps in immunotherapy, HBV

    In 4Q14, investors will focus on pricing in the HCV race, progress in cancer immunotherapy and the potential in HBV.

    Published on 10/6/2014
  • Table: 4Q milestones

    Commercial race in HCV 4Q milestones Selected products with Phase III or regulatory milestones expected in 4Q14. (A) Uses antisense chemistry from Isis Pharmaceuticals Inc. (NASDAQ:ISIS); Source: BCIQ: BioCentury …

    Published on 10/6/2014
  • Figure: London vs Europe

    Going big again London vs Europe The BioCentury Europe and BioCentury London indices both were up 5-6% in 3Q14. The largest stock in the continental European benchmark, UCB Group (Euronext:UCB), helped drive the …

    Published on 10/6/2014
  • Figure: Price-to-earnings: BT vs RX

    Going big again Price-to-earnings: BT vs RX The average P/Es for biotech and big pharma continue to converge, with biotech's multiple at about 1.3x big pharma's at the end of 3Q14 compared to 1.7x a year ago. The …

    Published on 10/6/2014
  • Figure: Results by market cap

    Going big again Results by market cap Large-cap biotechs - companies valued above $5 billion - outperformed all other market cap segments in 3Q14, led by 30%-plus gains by Sigma-Aldrich Corp. (NASDAQ:SIAL) and …

    Published on 10/6/2014
  • Table: 3Q approvals

    Going big again 3Q approvals Selected third quarter approvals. Company Approval Alimera Sciences Inc. (NASDAQ:ALIM)/pSivida Corp. (NASDAQ:PSDV; ASX:PVA) FDA approves Iluvien fluocinolone acetonide intravitreal …

    Published on 10/6/2014
  • Table: Index performance

    Going big again Index performance Index 3Q14 YTD NYSE Arca Biotechnology 11% 33% BioCentury 100 10% 23% NASDAQ Biotechnology 6% 21% BioCentury Europe 6% 24% BioCentury London 5% 12% NASDAQ …

    Published on 10/6/2014
  • Table: Restructuring watch

    Going big again Restructuring watch At least eight companies reduced their workforces during the third quarter, compared with at least 10 in the same period last year. All cash and operating loss figures in $M; …

    Published on 10/6/2014

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