Contributing Member of the Healthcare Councils

GLG News by this Author

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

Gene therapy success threatens drugs for hemophilia and rare diseases

December 13, 2011

Analysis of:Adenovirus-Associated Virus Vector-- Mediated Gene Transfer in Hemophilia B | www.nejm.org

The successful gene therapy trial to treat Hemophilia B is a significant step in providing longer term solutions for genetic diseases. This is a significant threat to hemophilia drug manufacturers such as Baxter, Pfizer, Bayer, Novo Nordisk, and Inspiration.

Biogen's Investment in Hemophilia is an important Long-term Challenge to Baxter

January 19, 2011

Analysis of:Biogen Idec and Swedish Orphan Biovitrum Update Hemophilia Partnership Agreement | www.biogenidec.com

Biogen Idec has restructured their agreement with Biovitrum in Hemophilia thus increasing their investment in clinical trials and their commercial stake in the products.The company with the most to lose is Baxter International who has been working on a long-acting version of their product Advate for the last several years. Unlike Biogen who has announced a phase 2/3 study, Baxter is still in phase I.Long-acting versions of proven biotech drugs have proven to be market changers for companies like Amgen.

Grifols acquisition of Talecris for $3B Provides Important Portfolio Expansion

June 7, 2010

Analysis of:Grifols Agrees to Buy Talecris for $3.4 Billion | www.businessweek.com

Grifols proposed acquisition of Talecris provides the second tier plasma player with a better IVIG product, allowing them to compete with the top firms. This move should only increase stability in the plasma market.

Talecris Likely Target for New Entrant into Plasma Therapeutics

May 26, 2009

Analysis of:CSL says US regulator may block Talecris deal | www.ft.com

CSL's recent communication that US regulators were likely to block their acquisition should intensify interest in this growing stable part of the healthcare market. While there may be opportunities for CSL to alter their bid, after a year of deliberation by regulators, a failure to approve the purchase means that a new market entrant may have more success. This opens the path for private equity, a smaller European plasma player, or specialty therapeutics firm.  

Regenerative Medicine is a Bold Move for Pfizer and Will Require New R&D Organizational Structures

November 19, 2008

Analysis of:Pfizer Launches Global Regenerative Medicine Research Unit | pharmalive.com

By leapfrogging incremental improvement in Pfizer's oral portfolio, VP head Corey Goodman is starting to deliver on his promise to revamp the way that Pfizer approaches drug development. While the recent acquisition of Dimebon was a mediocre stopgap in their approach to Alzheimer's, a dedicated approach to Regenerative Medicine should provide longterm growth in multiple therapeutic areas including neurodegenerative diseases and cardiology. Nevertheless, regen med is not a typical area of drug development and requires an integrated approach of matrices, cells, biologics, and devices. This will require further acquisitions of key players and a unique R&D structure that draw across disciplines that usually sit in different companies. This announcement is a key first step in delivering on the vast potential of this area.

Potential Windfall for Oral Anti-virals, will Pandemic Vaccine Manufacturers get to Benefit?

November 5, 2008

Analysis of:U.S. looks at whether home drug stockpiles for flu pandemic makes sense | canadianpress.google.com

Vaccine manufacturers should rush for a seat at the table as this issue gets discussed. While the formulation of Tamiflu makes it easy to take, pandemic vaccines now in development should be considered for similar treatment.

Without therapeutics, genetic disease diagnostics have limited use

October 14, 2008

Analysis of:Study to Track How People React to Disease-Risk Data | online.wsj.com

Genetic testing is an important emerging tool for patients, drug researchers, physicians, and healthcare providers. However, without therapeutics or some way to act on the data, such a study is unlikely to uncover behaviors that provide key insights. Nevertheless, this data would aid researchers and investors who rely on poor prevalence data to make R&D investment decisions.

Page : 11 to 7 of 7