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Derek Lowe  

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  • A New Fifty-Year-Old Hepatitis C Drug
    Thu, Apr. 9 GILD, BMY, MRK 7 Comments
  • China's First Homegrown Pharma
    Tue, Apr. 7 Comment!
  • Sanofi Bets On Schrödinger
    Sat, Apr. 4 SNY 1 Comment
  • Biogen's Alzheimer's Data
    Fri, Mar. 20 BIIB 23 Comments
  • Gamma-Secretase Inhibitors: The Wrong Way Around?
    Mon, Mar. 9 LLY 1 Comment
  • Merck Strips Out Cubist
    Fri, Mar. 6 MRK, CBSTZ 7 Comments
  • Of Proteasome Inhibitors And PAINs
    Mon, Mar. 2 AMGN Comment!
  • All That Cash
    Wed, Feb. 25 IBB, XBI 1 Comment
  • More Price Hikes On Obscure Medication
    Fri, Feb. 20 RTRX 9 Comments
  • Are New Biopharmas Being Formed Quickly Enough?
    Mon, Jan. 26 Comment!
  • A Look At Actavis
    Thu, Jan. 22 ACT 7 Comments
  • Constellation's Situation
    Wed, Jan. 21 RHHBY Comment!
  • AbbVie Competes On Price
    Dec. 23, 2014 ABBV 16 Comments
  • AbbVie Competes On Price
    Dec. 23, 2014 ABBV 10 Comments
  • A Slight Cubist Complication
    Dec. 9, 2014 MRK 6 Comments

    Summary

    • The very day of Merck's bid for Cubist Pharmaceuticals, the company loses a patent case for protection of its flagship drug.
    • This can't be welcome news to Merck, since those extra years of revenue would go a long way towards paying off the entire cost of the acquisition.
    • You can't always count on a big drug company to be able to discover the drugs it needs (nor a small one, for that matter), but big companies tend to be pretty good at maximizing the revenues that they already have.
  • Kickbacks At Sanofi?
    Dec. 5, 2014 SNY 1 Comment
  • Amgen Claims It All
    Nov. 21, 2014 AMGN 5 Comments

    Summary

    • There's plenty of excitement about PCSK9, the latest LDL-lowering pathway to make it deep into the clinic.
    • There are at least five antibodies and one RNAi in development, in a very tight race to the FDA and to the market.
    • I don't think that the PCSK9 struggle is going to be decided by the patent lawyers.
  • Sanofi Beats The Drum
    Nov. 20, 2014 AZN, SNY, GSK 5 Comments
  • Bind's Attempts To Remake Chemotherapy
    Nov. 20, 2014 BIND 3 Comments

    Summary

    • There's a lot of effort (and a lot of money) going into targeted nanoparticle drug delivery.
    • Imagine a drug for lung cancer where all of the dose goes to the lungs, and all of it hits only the cancerous cells.
    • Bind, under CEO Scott Minick, has deals with an impressive list of big pharma companies to try to apply their nanoparticle delivery systems to existing drugs.
    • There's a vast amount we don't know about these things; the odds are huge that no one is going to be hitting any balls over any fences for a while yet.
  • Marketing And R&D, Again
    Nov. 11, 2014 PFE Comment!

    Summary

    • The BBC has an article posted with the title "Pharmaceutical Industry Gets High on Fat Profits", so at least you know where that one's going.
    • R&D expenses and SG&A expenses are high in the entire health care sector.
    • If Pfizer had done no marketing whatsoever, they would, presumably, have brought in substantially less revenue.
  • The Case Of Northwest Biotherapeutics
    Sep. 29, 2014 NWBO 70 Comments

    Summary

    • There have been a lot of strong words exchanged about Northwest Biotherapeutics.
    • Small companies that have been unable to interest anyone else in their technologies have a difficult time of it, to be sure. But we don't need to go to conspiracy theories to explain this.
    • Wonderful drugs don't get buried by short-sellers. Drugs get buried by data.
  • The Most Unconscionable Drug Price Hike I Have Yet Seen
    Sep. 11, 2014 RTRX 6 Comments
  • Google's Calico Moves Into Reality
    Sep. 10, 2014 GOOG, GOOGL, ABBV 2 Comments
  • Concert's First Drug: Not So Great
    Apr. 29, 2014 CNCE 2 Comments
  • A Look Back At Big Pharma Stocks
    Mar. 27, 2014 BMY, PFE, LLY Comment!
  • The Instructive Case Of Galena Biopharma
    Feb. 26, 2014 GALE 72 Comments
  • GlaxoSmithKline's New Sales Practices
    Dec. 17, 2013 GSK Comment!
  • Merck's Aftermath
    Oct. 31, 2013 MRK 5 Comments
  • Catalyst Pharmaceuticals And Their Business Plan
    Oct. 21, 2013 CPRX 6 Comments
  • So Far So Good For Sanofi, Regeneron's First PCSK9 Phase III
    Oct. 16, 2013 SNY, REGN, MRK 1 Comment
  • A Phase III Failure At Eli Lilly - Yes, Again
    Sep. 27, 2013 LLY 3 Comments
  • Sugammadex's Problems: Is The Merck/Schering-Plough Deal The Worst?
    Sep. 25, 2013 MRK 5 Comments