Thursday, January 28, 2010

Pfizer Update

World’s largest pharmaceutical Pfizer has unveiled its research pipeline details after closing its $ 68 Billion deal; in the press conference released today Pfizer announced that out of the 500 different drug programs it will dump 100 drug programs from its portfolio. Eight of its NDA are there for approval which includes one new Estrogen formulation for menopause. Pfizer pipeline till date include

  • 30 drugs for cancer therapy
  • 20 drugs for Pain therapy
  • 10 drugs for Alzheimer’s disease
  • 5 Vaccine products
 Martin Mackay (Senior VP-Research) said that his partner Mikael Dolsten  said that they have developed a research and development integration concept completely different from other drug company, accordingly he will be looking after mass market drug and Dolsten will be handling protein medicines and vaccines and after the compounds have passed the proof of concept then clinical trials will be conducted by Pfizer's business unit.

Compounds included in its pipeline are

  • Prevnar, a vaccine against pneumococcal bacteria that cause brain and bloodstream infections (Next big thing after Lipitor)
  • Prevnar-13, for infants- $5 billion franchise by 2013-  awaiting FDA approval
  • Dolstein: Pfizer is trying it for pain and it is used against Staphylococcus aureus
  • A nerve growth factors blocker: first protein drug targeted against the sensation of pain


Sunday, January 24, 2010

Behind the Bullish Take on Our Top Pharma Pick | Morningstar.com Video

Friday, January 22, 2010

Ranbaxy for Vaccine deal.............

According to some market research reports overall antibiotic market is projected to have sales worth $65.5 Billion by year 2014 and is projected to have annual growth rate of 9.6%. In Indian scenario we have many companies to look forth who have in recent years transformed themselves from being chemistry based generic company to Biopharmaceutical vaccine based companies.


This Wednesday Daichii's Indian subsidiary Ranbaxy announced that it has acquired BioVel a Bangalore based Vaccine development company, with this deal Ranbaxy gets access to Biovel's patent, product portfolio, its expertise in vaccine domain and Ranbaxy will have access to it's WHO-certified pilot plant for pre-filled syringes in Bangalore

For more information on Biovel you can read in
http://www.blonnet.com/2010/01/20/stories/2010012052160200.htm

Thursday, January 21, 2010

Mergers ..........

Today after long time got chance to read Mc Kinsey Quarterly article on Strong foundation for M&A in 2010. In this article they have mentioned that deal volume were at the least last year since year 2004 and though there were least private equity investment in year 2009 but there was no decline in corporate deals in the same year and according to me Pharma in United States had comparatively large chunk of M&A activity in 2009 as compared to year 2008.

In this report they have also mentioned that last year there were in total 5800 deals in various sectors worth $ 2.3 trillion and after United States it is Asia which has become major hub for M&A activity and I feel that China is leading in the rat race for Pharmaceutical merger and acquisitions and offshore R&D development for major pharmaceutical companies in Asia.

Click on the following link for more information:

http://www.mckinseyquarterly.com/Corporate_Finance/M_A/A_strong_foundation_for_MA_in_2010_2501

Sunday, January 17, 2010

JP Morgan Health-India Incorporation Update.....

This time for the first time India Incorporation Biopharmaceutical Company was present in JP Morgan Health conference......Biocon was represented by Kiran Shaw Majumdar...listed below are facts about Biocon.
 Biocon being major player in statins, immunosuppressant’s and global scale Mab production

 Being in number one position for Insulin production in Asia

 Its services for drug discovery (Syngene) to clinical trials (Clingene) for word class pharmaceutical companies, start ups

Its two major drugs which are in Phase III clinical development

 Oral Insulin tablet -IN105- It has started its Six month double control placebo studies- for Type II diabetes which it is planning to launch in emerging market.

 Tih Anti-CD6 Antibody which has entered into Phase III clinical studies for Psoriasis and it is going to start phase III studies for Rheumatoid arthritis.

Biocon has recently filed one more IND of the same compound in December 2009 as from preclinical studies it has got some evidence that the said Anti-CD6 antibody can be used for some metabolic disorder treatment.Biocon seeking more alliances in Monoclonal antibody discovery and production.

Note: Biocon is $1.2 Billion India based enzyme and Biopharma Company with more than 1000 patents filed and 200 granted patents which became public in year 2004.

Monday, January 11, 2010

Pfizer deals............

Last time I had posted about Pfizer planning to close deal with Wockhardt and then at last it went to close deal for generic expansion with Strides Acrolab in Bangalore.......now many more deals are awaited from Pfizer this year as it will be planning to move forward for more acquisitions in the generic domain.


Strides Acrolab has been massively expanding its product line in South American market and in year 2008 end it went into establishing its generic manufacturing unit in South America.......Now after Dr Reddy's and Stride we will have more deals in Indian generic scenario.

Thursday, January 07, 2010

Gilead Update ...........................



Gilead Sciences, today announced that its Phase II integrase inhibitor drug, which is for once-daily, fixed-dose “Quad” regimen of elvitegravir, GS 9350 and Truvada® (emtricitabine and tenofovir disoproxil fumarate) for the treatment of HIV-1 infection met its primary objective. The current study of 71 HIV-infected, antiretroviral treatment-naïve adults was compared to the Quad with Atripla® (efavirenz 600 mg/emtricitabine 200 mg/tenofovir disoproxil fumarate 300 mg). this data was collected in 24-week and efficacy of the Quad met the statistical criteria of non-inferiority as compared to Atripla based on the proportion of subjects with HIV RNA levels (viral load) of less than 50 copies/mL......though this is good news but from last year I have observed that Gilead has very few compounds in pipeline compared to GSK which has become very active in this Anti-viral space in a span of 10-11 months.
For more information on Gilead Sciences data report read in
http://www.clinicaspace.com/news_story.aspx?NewsEntityId=166874

Wednesday, January 06, 2010

Last Year ....this year again ..................Ophthalmic deals..........

Happy new year wishes to all my blog readers, I am back after a long vacation and today after two hectic days in office got time to write my blog. Last year in Q2 I started writing my blog I had seen that Abbott was very active in ophthalmic domain as it went on for many mergers and acquisitions from Q1 (2009) to Q3 (2009)....this year in the first week of current Q1 we have deal of Novartis and Alcon worth approximately 50 Billion, already last year Novartis has invested heavily in Alcon ...........Now we have more deals to watch and see if this years Pharmaceutical Merger and Acquisitions value will be able to exceed last year Q1 deal value?