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Chronological Index of : Strategy

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  • Box: Sovaldi nightmares

    Paying the piper Sovaldi nightmares The great Sovaldi debate often overlooks that sofosbuvir is not so much more expensive than the previous standard of care. In interferon-containing regimens for treatment-naïve …

    Published on 9/1/2014
  • Box: Waiting for Kalydeco

    Paying the piper Waiting for Kalydeco Australian health authorities have proposed a pay-for-performance deal for Vertex Pharmaceuticals Inc.'s Kalydeco ivacaftor that would set per-patient reimbursement based on …

    Published on 9/1/2014
  • Figure: Out of room

    Paying the piper Out of room According to IMS Health Holdings Inc., worldwide drug expenditures are climbing out of the patent trough, suggesting that any "room" created by patent expirations was ephemeral.

    Published on 9/1/2014
  • Figure: Uphill climb

    Paying the piper Uphill climb In the U.S., average wholesale price (AWP) often goes up even as competitors enter the market. The data below show price increases across five highly competitive categories. Three are …

    Published on 9/1/2014
  • Table: Fast, not cheap

    Paying the piper Fast, not cheap Drug company efforts to improve R&D success rates by developing targeted drugs, plus the combined efforts of industry and regulators to truncate development and approval pathways, …

    Published on 9/1/2014
  • Breathing room

    Almirall COPD assets give AZ time for respiratory pipeline to mature

    AstraZeneca's acquisition of Almirall's respiratory assets should buy time until other compounds in the pharma's pipeline mature.

    Published on 8/18/2014
  • Figure: Respiratory sales

    Breathing room Respiratory sales AstraZeneca plc (LSE:AZN; NYSE:AZN) expects to almost double respiratory revenues to about $8 billion by 2023. However, the company is still well behind GlaxoSmithKline plc (LSE:GSK;…

    Published on 8/18/2014
  • Table: AZ-Almirall respiratory pipeline

    Breathing room AZ-Almirall respiratory pipeline Although its deal with Almirall S.A. (Madrid:ALM) doesn't give AstraZeneca plc (LSE:AZN; NYSE:AZN) any clinical assets with mechanisms of action it doesn't already …

    Published on 8/18/2014
  • Table: Deeply Novel

    Breathing room Deeply novel AstraZeneca plc (LSE:AZN; NYSE:AZN) appears to have more clinical compounds targeting a wider range of novel targets/mechanisms of action for asthma and chronic obstructive pulmonary …

    Published on 8/18/2014
  • Afrezza, partnered

    What Sanofi must do for Afrezza to recoup $1.5B raised from MannKind's investors

    For MannKind to recoup its investment, Sanofi must make good on its bet that Afrezza can succeed where Pfizer's Exubera failed.

    Published on 8/18/2014
  • Profusion of exclusions

    Key changes expand excluded drug list from Express Scripts formulary

    New Express Scripts formulary suggests drug exclusions may not be permanent, but the list is growing.

    Published on 8/11/2014
  • Table: CVS exclusions update

    Profusion of exclusions CVS exclusions update CVS Caremark Corp. (NYSE:CVS) added 22 drugs and one product (diabetes test strips) to its 2015 formulary exclusion list, bringing the total number of excluded products …

    Published on 8/11/2014
  • Table: Express Scripts exclusions update

    Profusion of exclusions Express Scripts exclusions update Express Scripts Holding Co. (NASDAQ:ESRX) excluded 25 additional drugs and reinstated seven in the 2015 update to its national preferred formulary. Next year…

    Published on 8/11/2014
  • Box: Getting out of the echo chamber

    Biopharma's echo chamber Getting out of the echo chamber A short checklist for biopharma CEOs who want to understand value from the payer's point of view - and communicate value important to payers. • Don't build a…

    Published on 8/4/2014
  • Figure: A framework of value

    Biopharma's echo chamber A framework of value Each competitive drug - in this case in COPD - would be "scored" on each element, ultimately demonstrating (or predicting) its relative value to a payer. The elements of…

    Published on 8/4/2014
  • Guest Commentary: Biopharma's echo chamber

    Guest Commentary: Why biopharmas should give payers true comparative value data

    A Guest Commentary argues that creating comparative value data payers want to see will actually result in better drug pipeline decisions.

    Published on 8/4/2014
  • Afrezza's journey

    A short history of MannKind's long road with Afrezza

    On the third try, MannKind's Afrezza finally won FDA approval, overcoming the high profile failure of Exubera as well as its own setbacks.

    Published on 7/28/2014
  • Figure: Mann on a mission

    Afrezza's journey Mann on a mission MannKind Corp. (NASDAQ:MNKD) weathered multiple setbacks to finally gain FDA approval for its inhaled insulin product, Afrezza. MannKind shares mostly hovered above $10 per share …

    Published on 7/28/2014
  • Partnering Afrezza

    What challenges await potential partner for MannKind's Afrezza inhaled insulin

    Its inhaled insulin approved, MannKind now must persuade any marketing partner to invest in answering a new host of questions.

    Published on 7/28/2014
  • Figure: Diminished dependency

    AbbVie's plan B Diminished Dependency Based on 2013 figures, the acquisition of Shire plc (LSE:SHP; NASDAQ:SHPG) increases AbbVie Inc. (NYSE:ABBV) revenues by 28%, to $24 billion from $18.8 billion, while lessening …

    Published on 7/21/2014
  • Figure: Pipeline diversification

    AbbVie's plan B Pipeline diversification AbbVie Inc.'s (NYSE:ABBV) pending acquisition of Shire plc (LSE:SHP; NASDAQ:SHPG) would add nine Phase II and Phase III compounds across six different disease areas, …

    Published on 7/21/2014
  • AbbVie's plan B

    What AbbVie really needs from Shire besides inversion benefits

    Given escalating competition in HCV and MS, Shire could be AbbVie's plan B for growth after the inversion debate is over and forgotten.

    Published on 7/21/2014
  • Pfizer picks its CAR T

    Pfizer bets on allogeneic CAR T therapies via Cellectis deal

    Pfizer is betting on allogenic CAR-T therapies, banking on Cellectis to produce an off-the-shelf option in a space filled with autologous treatments.

    Published on 7/14/2014
  • Nucleotide arms race

    Idenix nucleotide analog fills Merck gap in race for pan-genotype HCV regimen

    The Idenix acquisition fills a gap in Merck's HCV tool kit with a nuc that could allow the pharma to develop a pan-genotypic HCV regimen that would treat all patients.

    Published on 6/16/2014
  • Box: Sussing safety

    Nucleotide arms race Sussing safety Idenix Pharmaceuticals Inc. had faced safety problems with more than one nucleotide analog before August 2012, when Bristol-Myers Squibb Co. reported heart and kidney toxicity, …

    Published on 6/16/2014

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