GLG News by Generic Drug Economic Experts

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC

CVS Caremark: More Happy Talk, But Hard Work Remains

October 12, 2010

Analysis of:CVS Caremark Says Drug-Benefit Business Strong. | online.wsj.com

CVS Caremark held its 2010 Analyst Day last Friday. Management told a good story, but the underlying message remains the same: Keep waiting because the pot of gold is (still) just around the corner. Many of the programs described at the meeting sound quite intriguing in theory but are not likely to translate into an insurmountable competitive advantage. Thus, I still expect CVS to spin off Caremark, but probably not until 2012.

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC

Walmart-Humana: An Inevitable Surprise for Pharmacies and PBMs

October 4, 2010

Analysis of:Humana, Wal-Mart Launch Cheaper Medicare Drug Plan | online.wsj.com

Walmart is once again challenging the conventional wisdom about profitability and market share with a lower cost, consumer-driven plan design. Once you understand this “incentivized preferred network design” (my words), then you’ll grasp its disruptive potential for retail and mail-order pharmacies.The announcement is also an “Inevitable Surprise”—the predictable outgrowth of Walmart’s observable actions and statements about the pharmacy and PBM industries.

Eric GruffPrincipalE4 Consulting

The Benefits of R&D Outsourcing in Pharma and Biotech

October 1, 2010

Outsourcing of R&D activities can be a major competitive advantage for medium to large pharma/biotech companies if done correctly. While the general assumption is that outsourcing is cheaper than insourcing (also known as "do it yourself"), the total cost of outsourcing is much greater than the amount paid to the CRO for the work. There are many benefits to outsourcing, however, and when conducted in a strategic context, can provide a significant competitive advantage.

John AnsellDirectorJohn Ansell Consultancy

Pfizer's licensing judgment in question

July 7, 2010

Analysis of:Committee for Medicinal Products for Human Use (CHMP) Issues Opinion on European Regulatory Filing for Merck's Atypical Antipsychotic Medication SYCREST® (asenapine) | www.merck.com

Two recently approved new products, Saphris/Sycrest (asenapine) and Daxas (roflumilast), were both once in-licensed projects which belonged half a dozen years ago to Pfizer's R&D pipeline. Pfizer not long afterwards returned rights to both compounds to the licensor companies. Its US rival Merck & Co now holds rights to both of these new products. We explore how this could have come to pass.

John AnsellDirectorJohn Ansell Consultancy

A Key Landmark Achieved for Nycomed's Daxas

July 7, 2010

Analysis of:Nycomed’s Novel Anti-inflammatory Therapy Daxas® (roflumilast) Receives Marketing Authorisation in the European Union for Patients with COPD | www.nycomed.com

Whilst approval of Daxas in the US is a bigger goal, approval in Europe is an important landmark that at last provides a solid platform for the product.

David ZimmermanPresident/OwnerDoctors of Pharmacy, Inc.

CVS vs. Walgreen's and the latest....

June 12, 2010

As a consultant and clinical pharmacist with over 30 years experience, I am glad someone.... and in this case... Walgreen's finally woke up to fees that are insulting low and a losing proposition. It has been well established the the "average expense to dispense a prescription" (the pharmacy's actual costs including rent, payroll, overhead, etc) is in the $10 range per prescription. Why would any pharmacy sign a contract with a fee of $1.50 per prescription?

Hany SalamaVice President, Worldwide OperationsNEOSTRATA COMPANY, INC.

CROs - Beyond Cost Savings

May 6, 2010

The concept of utilizing Contract Research Organizations (CROs) is not foreign to many large and small pharma and biotech organizations. However, in today's competitive markets, pharma and biotech organizations are looking beyond the costs savings and focusing on how they will be leveraging CROs to advance drug discovery and development. Organizations are now viewing CROs as a strategic asset and a key contributor to the drug development process.

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC

Health Care Reform: Impact on Drug Channels

March 25, 2010

Analysis of:The Doctors of the House | online.wsj.com

Pharmacy Benefit Managers (PBMs) will gain from the expanded coverage in the bill. The “transparency” requirements, while an unnecessary reporting burden, should not be material. Retail pharmacies will benefit from increased prescription volume and various legislative “fixes,” but face margin risk as the uninsured get the advantage of third-party bargaining power. Drug wholesalers will primarily benefit along with their pharmaceutical manufacturer suppliers.

John AnsellDirectorJohn Ansell Consultancy

Building on Advair

March 25, 2010

Analysis of:GSK starts Relovair phase-III asthma programme | www.pharmabiz.com

Revolair addresses a vulnerability of GSK in the asthma and COPD market with its current product, Advair - frequency of dosage. It also prioiritizes the indication with greater unmet need: COPD.

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC

Walgreen’s PBM Bypass Strategy

March 11, 2010

Analysis of:Walgreen, Delta In Talks Over Prescription Drug Plan | online.wsj.com

A WAG-DAL arrangement signals a possible longer-term disintermediation threat to the Pharmacy Benefit Manager (PBM) business model in the large employer market. Walgreens has built the deepest, broadest multi-channel platform for pharmaceutical distribution and has an especially strong position for specialty drugs. An employer doesn’t need an intermediary (PBM) to assemble and manage a network that only has a single pharmacy provider.

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