Seeking Alpha

Pharma Intelligence

 
View as an RSS Feed
View Pharma Intelligence's Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • Novo Nordisk - An Opportune Time To Book Profits [View article]
    There are three points which Novo cannot address with its pipeline
    1) Slow down in insulin market as patients now have additional options to delay switching to insulin. Existing patients on insulin can be titrated to a significantly lower dose by adding SGLT2. SGLT2 act through a complementary pathway,hence offer significant synergies.
    2) Replacement of meal time insulin with GLP-1 drugs. Sanofi's Lyxumia is best poised to take majority share of this market (post prandial glucose reduction) and majority of basal insulin market is controlled by SAN and hence patients on Lantus would prefer shifting to a FDC of Lantus and Lyxumia.
    3) The competing GLP-1 drugs in pipeline have a far better profile than Semaglutide. ITCA -650 is an implant and significantly cuts GI side effects.
    Mar 15, 2014. 10:12 AM | Likes Like |Link to Comment
  • Novo Nordisk - An Opportune Time To Book Profits [View article]
    I think there is a lot of bias among investors because of the long history of Novo in diabetes and I think it is time to reconsider your position on the stock as the market dynamics today is not the same as it used to be a few years ago. The valuations as well are not comforting -8x revenue and 25x 2015 earnings is somethings that investors should try and justify looking at the potential competitive risks.
    Mar 15, 2014. 03:34 AM | Likes Like |Link to Comment
  • Novo Nordisk - An Opportune Time To Book Profits [View article]
    Novo Nordisk has always had a strong history and their credibility in diabetes innovation remains unchallenged. What I think has changed now are the market dynamics. As you would have noticed the data on dualglutide it promise the same efficacy as Liraglutide but comes with the advantage of once weekly compliance. Intarcia will introduce an implant that will incredibly improve patient compliance and also improve patient tolerability for GLP-1 drugs(lower GI side effects).
    Tresiba does reduce the rates of nocturnal hypoglycemia but if you look at the reduction in absolute terms it is just not meaningful enough. Tresiba can help just a few hundred patients. As against Lantus has a long history of use and brand loyalty to back it up against Tresiba.
    Mar 15, 2014. 03:31 AM | Likes Like |Link to Comment
  • Novo Nordisk - An Opportune Time To Book Profits [View article]
    Novo does have an edge in the diabetes market. But if you look at the past the competition has always been very liminieted. Now we are witnessing a trend where in a host of companiegis are emerging with better products in the market. So logically the growth trend has to weaken. The insulin market is likely to shrink in the near term as alternate therapies are gaining acceptance. So all in all a weakness in growth should be expected
    Mar 15, 2014. 03:22 AM | 1 Like Like |Link to Comment
  • Sell Ranbaxy - Recent Run Up Provides An Opportunity For Investors To Exit [View article]
    There is a news around that Ranbaxy will be collaborating with a Multinational generic comapny to launch Diovan generics in the US under 180 days exclusivity. If this happens, it will be agains investor expectation, as this is going to dilute potential profits for Ranbaxy from Diovan opportunity. This is another negative news on Ranbaxy. http://bit.ly/1hu8VBY
    Jan 16, 2014. 07:42 AM | Likes Like |Link to Comment
  • Sell Ranbaxy - Recent Run Up Provides An Opportunity For Investors To Exit [View article]
    Ranbaxy has received a Form 483 ON IT TOANSA PLANT, which manufactures API for its Valcyte ANDA
    Jan 16, 2014. 01:02 AM | Likes Like |Link to Comment
  • Sell Ranbaxy - Recent Run Up Provides An Opportunity For Investors To Exit [View article]
    In Canada, most first Generic entrants have the advantage of being able to retain their top slot in terms of market share. So if we assume 30 percent market share for Ranbaxy and 60 percent price erosion, the net present value of the opportunity would come to around $20 to $30milion, which is pretty insignificant when compared to its currentt M.Cap.
    Jan 8, 2014. 01:55 AM | Likes Like |Link to Comment
  • Ophthotech - Buy This Multibagger Today [View article]
    I am just wondering if Roche would like to buy Ophthotech, before the Phase 3 data unfolds and hence we might see an upside earlier...
    Dec 27, 2013. 04:08 AM | 1 Like Like |Link to Comment
COMMENTS STATS
34 Comments
9 Likes