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  • Figure: HCV landgrab

    Partitioning HCV The battle between Gilead Sciences Inc. (NASDAQ:GILD) and AbbVie Inc. (NASDAQ:ABBV) to secure HCV lives for their new drugs has been mostly focused on patients with genotype 1 infection who are …

    Published on 1/19/2015
  • Real-world realities

    How companies can collect real world evidence with or without payer partners

    With or without a payer partner, companies collecting real-world evidence need to do observational studies, not controlled trials.

    Published on 1/5/2015
  • Box: Cigna goes alone

    Real-world realities Cigna goes alone Payers like Anthem Inc. are partnering with drug companies to study real-world outcomes in diseases where an expensive new entrant could be disruptive, but Cigna Corp. plans …

    Published on 1/5/2015
  • Guest Commentary: The Tipping Point

    Why the Express Scripts/AbbVie deal transforms biopharma

    It's official: there's a price war in HCV. Expect it to spread.

    Published on 1/5/2015
  • Table: Vulnerable categories

    The Tipping Point Vulnerable categories Selected development-stage candidates in therapeutic areas of particular payer interest. (A) Approved in at least one indication; Source: Real Endpoints LLC Category …

    Published on 1/5/2015
  • Figure: Legal complexity

    Momenta moving on Legal complexity Momenta Pharmaceuticals Inc. (NASDAQ:MNTA) had hoped its platform for characterizing complex molecules would create IP and know-how that would protect a portfolio of complex …

    Published on 12/15/2014
  • Momenta moving on

    Why Momenta abandoning complex generics in favor of novel drugs and biosimilars

    Momenta unveils its novel drug, biosimilar strategy after nine years of legal and regulatory setbacks in complex generics.

    Published on 12/15/2014
  • Figure: Drisapersen data

    BioMarin bulks up Drisapersen data Pooled 96-week data from the Phase II DEMAND II and Phase III DEMAND III trials and an open-label extension-study of drisapersen from Prosensa Holdings N.V. (NASDAQ:RNA) show a …

    Published on 12/8/2014
  • Figure: Prosensa chronicles

    BioMarin bulks up Prosensa chronicles BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) is paying $17.75 per share, or about $680 million up front, plus a contingent value right worth up to $160 million to acquire Duchenne…

    Published on 12/8/2014
  • Pricing gene therapies

    Lessons from Glybera on alternative pricing models for gene therapies

    Disease-specific issues stymied annuity pricing for uniQure's Glybera, but the model still could work for gene therapies in other diseases.

    Published on 12/8/2014
  • BioMarin bulks up

    Why BioMarin buying Prosensa despite drisapersen Phase III miss in DMD

    In acquiring Prosensa, BioMarin is betting it can win accelerated approval for drisapersen for DMD despite its Phase III miss.

    Published on 12/8/2014
  • Pfizer moves up

    How Pfizer, Merck KGaA plan to catch up in cancer immunotherapy

    Pfizer and Merck KGaA hope their deal will make them front-runners in cancer immunotherapy combos, but they'll have to catch Merck & Co.

    Published on 11/24/2014
  • Figure: Combo catch-up

    Pfizer moves up Combo catch-up Pfizer Inc. (NYSE:PFE) and Merck KGaA (Xetra:MRK) hope to race to the front in cancer immunotherapy with combination studies of Merck's PD-L1 inhibitor MSB0010718C, which is in Phase …

    Published on 11/24/2014
  • Poste a pourvoir

    Board mandates mean shoring up Lantus losses won't be easy for Sanofi CEO

    Sanofi's new CEO will have a hard row to hoe to offset Lantus declines, as the board has taken easy solutions off the table.

    Published on 11/17/2014
  • Figure: Pipeline by source

    Poste à pourvoir Pipeline by source During his tenure as CEO of Sanofi (Euronext:SAN; NYSE:SNY), Chris Viehbacher and President of Global R&D Elias Zerhouni pruned the pharma's pipeline of uncompetitive programs and…

    Published on 11/17/2014
  • Figure: Sanofi share performance

    Poste à pourvoir Sanofi share performance Shares of Sanofi (Euronext:SAN; NYSE:SNY) have gained 129% since Chris Viehbacher became CEO, after adjusting for dividends. This compares to a 205% gain for an equal price-…

    Published on 11/17/2014
  • Table: Filling in for Lantus

    Poste à pourvoir Filling in for Lantus The six drugs Sanofi (Euronext:SAN; NYSE:SNY) plans to launch in 2015-16 could make up for part of the recent and unexpected shortfall in Lantus insulin glargine sales, but …

    Published on 11/17/2014
  • Table: Sanofi comps

    Poste à pourvoir Sanofi comps During former CEO Chris Viehbacher's tenure at Sanofi (Euronext:SAN; NYSE:SNY), which began in December 2008, the pharma lagged most of its peers in EPS growth. EPS has posted an …

    Published on 11/17/2014
  • Lantus limbo

    What Sanofi's Lantus rebates mean for new insulin candidates launching in 2015

    Lantus rebates could spell reimbursement pressure for new insulin products Sanofi and others will be launching in 2015 and 2016.

    Published on 11/17/2014
  • Translation in Asia

    How J&J's new Asia Pacific Innovation Center in Shanghai will access innovation

    J&J's new Asia Pacific Innovation Center will initially do more translation of academic work than the other three centers.

    Published on 11/3/2014
  • Figure: Deals by center

    Translation in Asia Deals by center The new Asia Pacific Innovation Center in Shanghai is the fourth and final in a two-year-old initiative aimed at increasing the number and speed of early stage deals by Johnson & …

    Published on 11/3/2014
  • Figure: Innovation by segment

    Translation in Asia Innovation by segment Dong Wu, head of Johnson & Johnson's (NYSE:JNJ) new Asia Pacific Innovation Center, comes from the consumer products division, which should help all four centers with …

    Published on 11/3/2014
  • 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

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