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Peter Geschek  

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  • Pfizer Vs. Eli Lilly, Novartis In Breast Cancer Race
    Apr. 14, 2014 PFE 4 Comments

    Summary

    • Palbociclib’s overall survival rate is not statistically significant but Pfizer is still the leader.
    • Competitors Novartis and Eli Lilly are working hard to catch up.
    • Sell Pfizer? Some thoughts.
  • Sovaldi's Patent War
    Mar. 24, 2014 GILD 9 Comments

    Summary

    • Now that Sovaldi is a success, a number of companies want a piece of it.
    • Gilead will spare no expense in this fight.
    • Expensive court fights are part of the reason for high drug prices.
  • Biogen's Winning Strategy
    Mar. 20, 2014 BIIB 9 Comments

    Summary

    • Biogen is rapidly expanding into other diseases beyond multiple sclerosis.
    • It has a chance to gain three FDA approvals this year.
    • The value of the pipeline should be added to Biogen’s valuation.
  • Sovaldi's Terrific Launch
    Mar. 17, 2014 GILD 31 Comments

    Summary

    • Sovaldi, Gilead’s oral Hepatitis C drug, by all accounts is having a fantastic launch.
    • The usual bickering about its high cost is louder than usual because of the large number of patients.
    • It’s time to consider the cost of not using this wonder drug.
  • Johnson & Johnson's Success In Cardiac Ablation
    Mar. 13, 2014 JNJ 2 Comments

    Summary

    • Johnson & Johnson’s subsidiary Biosense Webster has beat St. Jude Medical to the U.S. market in getting its improved SmartTouch catheter FDA approved.
    • The catheter is contact-sensing: it shows the physician the amount and direction of the force being applied during procedure.
    • Competing TactiCath from St. Jude Medical is expected to follow in 7-9 months.
    • Studies are underway to prove that catheter ablation is as effective as medication in the treatment of atrial fibrillation.
  • Pfizer's Coming Superdrug
    Editors' Pick • Mar. 11, 2014 PFE 11 Comments

    Summary

    • Palbociclib, an experimental breast cancer drug, is considered the crown jewel in Pfizer’s pipeline.
    • In February, Pfizer announced that results from the Paloma-1 study demonstrated a statistically significant improvement in progression-free survival of breast cancer patients.
    • Pfizer's palbociclib and Novartis' experimental LEE011 are locked in a race to become the first CDK4/6 inhibitor to reach the market.
    • Palbo has a unique mechanism of action, and could become a mainstay in the treatment of hormone-receptor positive breast cancer.
  • GLP-1 Race In Diabetes: Eli Lilly Vs. Competitors
    Mar. 3, 2014 LLY Comment!
  • The Vaccine Prevnar 13 And Its Competitor: Pfizer Vs. Merck
    Feb. 27, 2014 PFE Comment!
  • Attack On Lung Cancer: Eli Lilly Vs. Rivals
    Feb. 24, 2014 LLY 1 Comment
  • Innovation In Huntington's Disease: Auspex Vs. Rivals
    Feb. 17, 2014 ASPX Comment!
  • Frantic Pace In Cancer Immunotherapy: Merck Vs. Bristol-Myers
    Feb. 12, 2014 MRK 7 Comments
  • The Hep C Race Is Heating Up: AbbVie Vs. Gilead
    Feb. 10, 2014 ABBV, GILD 25 Comments
  • The Dream Of The Insulin Pill: Oramed Vs. Rivals
    Feb. 6, 2014 ORMP 28 Comments
  • The Leukemia Race: Gilead Vs. Johnson & Johnson, Roche
    Feb. 3, 2014 GILD 2 Comments
  • The CoreValve Battle: Medtronic Vs. Edwards Lifesciences
    Jan. 28, 2014 MDT, EW 11 Comments
  • Liver Drug Race: Intercept Pharma Vs. Rivals
    Jan. 26, 2014 ICPT 11 Comments
  • High Stakes Intrigue In Hep C: Bristol-Myers Vs. Gilead
    Jan. 22, 2014 BMY, GILD 1 Comment
  • The Psoriatic Arthritis Race: Celgene Vs. Johnson & Johnson
    Jan. 20, 2014 CELG, JNJ 15 Comments
  • Capricor: Can A Scarred Heart Be Repaired?
    Jan. 12, 2014 CAPR 15 Comments
  • Amgen Vs. Merck, Lilly In Osteoporosis Competition
    Jan. 8, 2014 AMGN 1 Comment
  • Is Puma Biotech's High Stock Price Justified?
       • Jan. 6, 2014 PBYI 2 Comments
  • Bristol-Myers Squibb Vs. Roche In The Brain Cancer Race
    Jan. 2, 2014 BMY 11 Comments
  • Acceleron, Celgene Vs. Amgen In The Anemia Drug Race
    Dec. 30, 2013 XLRN Comment!
  • Acadia: The Best Hope For Parkinson's Psychosis Sufferers
       • Dec. 27, 2013 ACAD 11 Comments
  • Biogen's Biosimilars Vs. Amgen, Johnson & Johnson
    Dec. 23, 2013 AMGN, JNJ, HSP 5 Comments
  • Merck Vs. Bristol In PD-1 Cancer Drug Race
    Dec. 18, 2013 MRK, BMY 9 Comments
  • Hep C Price War? Abbvie Vs. Gilead
    Dec. 16, 2013 ABBV, GILD 8 Comments
  • Oncomed, Celgene Vs Rivals In Cancer Stem Cells Race
    Dec. 12, 2013 OMED 9 Comments
  • HeartWare Vs. Thoratec In The Heart Pump Race
       • Dec. 10, 2013 HTWR 1 Comment
  • Johnson & Johnson Vs. Pfizer, Bristol In The Race Of Anticoagulants
    Dec. 3, 2013 JNJ 6 Comments
  • Celgene Vs. Amgen In Multiple Myeloma Battle
    Dec. 2, 2013 CELG, AMGN 2 Comments
  • Portola's Antidote Could Benefit Pfizer, Bristol-Myers, J&J
       • Nov. 27, 2013 PTLA 1 Comment