retiredpharma

European Hedge: Pharmion and Celgene

perhaps Thalomid becomes the accepted MM component and not Revlomid due to no real differences in efficacy,safety but Thal is less expensive.In fact Celg buys Pharmion for just this reason to control both scenarios and if Vidaza comes through a huge potential plus down the road in their growth story! Thal pricing is much lower than Rev~ $65,000/years treatment. This is the concern of the EC! Thal is the accepted IMid of first choice and Rev is canabalizing and driving up MM cost of therapy! This can only go on for so long before the market takes notice! Perhaps that is why the post merger Celg price seems stuck at 56 at least in the Short term. They will need super sales reported in Q1 to catalize new growth. With MLNM on the brink of 1st line approval of Velcade in MM I do not see that happening!

Pfizer Should Buy Amgen or Wyeth - Credit Suisse

do a bunch of small deals would be my option for Pfe! Pharma is changing away from mega deals like the Lipitor Deal they did several years ago. Reason being is Competition in a MC World. In a MC world formulary control becomes the driver.No one pays for a med w/ o proven benefit "Outcomes" in our Brave New World! So you mine for selected Targeted Therapies that you can adroitly market. I see this as the new Pharma paradigm. Watch Pfe buy the Mid Sized biotech who is completing Phase-3 and is before FDA pending approval on 1 or 2 candidates w/ 1 already on the market in an area that is compatible w/ their Marketing/Research