Seeking Alpha
View as an RSS Feed

Pharma Intelligence  

View Pharma Intelligence's Comments BY TICKER:
Latest  |  Highest rated
  • ITCA-650 Poised For Leadership In Type 2 Diabetes: Implications For Merck And Novo Nordisk [View article]
    The oral GLP-1 may be good but still not as convenient as ITCA-650... Patients just have to forget about their daily dosing once they have the implant placed.. Anything that needs to be taken daily has compliance issues and these translate into higher hospitalization visits ( as inferred from a study sponsored by Intarcia)
    Sep 3, 2015. 12:22 PM | Likes Like |Link to Comment
  • ITCA-650 Poised For Leadership In Type 2 Diabetes: Implications For Merck And Novo Nordisk [View article]
    The word surgery just blows things out of proportion..
    A sterile, single use tool is utilized to place the small match stick sized
    sterile product subcutaneously in the abdominal region during a short
    (~5 min) aseptic office procedure performed by a physician, physician's
    assistant or other licensed healthcare provider.
    REIMBURSEMENT is not an issue as similar procedures for other non-biodegradable drug delivery systems are reimbursed by payers in the United States
    Sep 3, 2015. 12:19 PM | Likes Like |Link to Comment
  • ITCA-650 Poised For Leadership In Type 2 Diabetes: Implications For Merck And Novo Nordisk [View article]
    Higher dosage would imply higher safety and tolerability issues, which could have implications on approval.. Also as I have pointed out in the note, studies indicate that there is major compliance issue with patients when they need to take a pill daily, which leads to higher events like hypoglycaemia translating into higher number of hospital visits. ITCA-650 will completely resolve the compliance issue which is pretty important for a disease like diabetes
    Sep 3, 2015. 11:55 AM | Likes Like |Link to Comment
  • ITCA-650 Poised For Leadership In Type 2 Diabetes: Implications For Merck And Novo Nordisk [View article]
    Oral GLP-1 would obviously make more sense than a daily injection, but I have doubts on its efficacy..
    Sep 2, 2015. 06:10 AM | Likes Like |Link to Comment
  • ITCA-650 Poised For Leadership In Type 2 Diabetes: Implications For Merck And Novo Nordisk [View article]
    Having the implant placed subdermally is an outpatient procedure requiring just two to three minutes and then you are free from daily jabs for the full year. I think this makes immense sense for a diabetic. Not taking any medication would instill in the patient a sense of wellness.
    Sep 2, 2015. 06:08 AM | Likes Like |Link to Comment
  • ITCA-650 Poised For Leadership In Type 2 Diabetes: Implications For Merck And Novo Nordisk [View article]
    Intarcia therapeutics is unlisted and preparing for an IPO...
    Aug 31, 2015. 10:29 AM | Likes Like |Link to Comment
  • Buy Tata Motors - Indian Business To Add A New Dimension To The Growth Story [View article]
    To invest in TTM you need to have a 3 to 4 year perspective. The Indian economy is on the cusp of an upturn and TTM commercial vehicle segment is best poised to take full benefit of the roaring growth expected ahead. On back of recent numbers posted in the domestic market the stock is already up 10 percent. This is just the beginning...
    Feb 17, 2015. 12:59 AM | Likes Like |Link to Comment
  • Buy Dr. Reddy Laboratories: Recent Correction Offers An Attractive Entry Point [View article]
    The USFDA has laid down 9 observations and it seems that none of these relate to data integrity. I had talked to the IR cell in Dr. Reddy, they are confident about resolving the issues raised by USFDA. Overall, there are nine observations. The observations highlight incomplete lab data (not all tests reported), and certain procedural lapses. As per the company, the issues have been clarified and it remains confident of resolution and does not expect the situation to escalate.
    Dec 31, 2014. 03:50 AM | Likes Like |Link to Comment
  • Glivec Generics May Be Delayed In The U.S. - Buy Novartis [View article]
    Today sun pharma announced a settlement with Novartis on Glivec patent litigation. Glivec Generics will now enter the market in February as against July 2015. This gives Novartis to convert patients form Glivec to Tasigna. We should now expect NVS to announce robust FY-15 earnings. Analysts will upgrade their EPS forecasts on NVS for the year 2015.
    Novartis continues to fight suit with Dr. Reddy on Glivec patents. If Dr Reddy wins the litigation I think Glivec could still reach on time.
    May 15, 2014. 01:13 AM | Likes Like |Link to Comment
  • Time To Be Overweight On Merck - Multiple Catalysts On The Horizon [View article]
    Thanks for pointing these out.. I agree suvorexant could probably turn a surprise for investors.
    May 14, 2014. 01:20 PM | Likes Like |Link to Comment
  • Time To Be Overweight On Merck - Multiple Catalysts On The Horizon [View article]
    Can you tell where did you find that Odanacatib causes stroke. I have not heard this before.
    Majority of Januvia use is as a single agent as reflected by sales reported by Merck. Out of the $6billion in annual sales reported by Merck for Januvia franchise, $1.5b comes from Janumet (FDC), while rest comes from Januvia. So I think once weekly should be relevant and carve a fairs share. People can use a SGLT2 combo with metfomin while take MK-3102 once weekly as a stand alone drug.
    Hope I address your concerns.
    May 9, 2014. 01:32 AM | Likes Like |Link to Comment
  • Can Once Daily GLP-1 Lyxumia Be The Next Major Growth Driver For Sanofi? [View article]
    The CV outcome studies will be pretty long duration one's and hence we should expect to see some light on the cancer issues as well..
    Apr 16, 2014. 10:40 AM | Likes Like |Link to Comment
  • Sell Ranbaxy And Buy AstraZeneca: Good Chance Nexium Generic Launch Delayed [View article]
    Sun Pharma has acquired Ranbaxy for INR 457 per share in an all stock deal. Ranbaxy shareholders will get 0.8 shares of Sun Pharma for every 1 share of Ranbaxy they hold
    Apr 6, 2014. 11:12 PM | 1 Like Like |Link to Comment
  • Novo Nordisk - An Opportune Time To Book Profits [View article]
    The essential question here is not how Tresiba fares in isloation. Did the patient try Lantus. Is Tresiba better than Lantus is the question??????///
    Apr 1, 2014. 07:47 AM | Likes Like |Link to Comment
  • Novo Nordisk - An Opportune Time To Book Profits [View article]
    Novo's pipeline is not as good as competition. Have you looked at ITCA-650, it is far superior to any GLP-1 on the market or even the pipeline including semaglutide.
    IdegLira would not be able to compete against Lyxumia + Lantus combination for two reasons
    1) SAN has 70 percent share in basal insulin makret and hence is better poised to grab any share in the fixed dose combination market.
    2) The combination of Lyxumia and Lantus makes more sense for patients than combination of Insulin degludec and liraglutide, because Lyxumis is more synergistic because of a superior post prandial glucose lowering effect, which would make it the preferred GLP-1 in combination with basal insulin
    Mar 17, 2014. 12:50 PM | Likes Like |Link to Comment
COMMENTS STATS
42 Comments
10 Likes