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biochemist

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  • Amgen and Roche team up in cancer [View news story]
    A clinical trial collaboration deal like this between major pharmas has no impact on stock prices at the announcement of the deal.
    Jun 2, 2015. 05:52 PM | 1 Like Like |Link to Comment
  • Amgen and Roche team up in cancer [View news story]
    AMGN and MRK also have a collaboration to study Keytruda and T-Vec in combination.
    Jun 2, 2015. 05:51 PM | 1 Like Like |Link to Comment
  • Vascular Biogenics up 11% premarket on positive results for lead product candidate in brain cancer [View news story]
    This is great news for patients with a truly terrible form of cancer.
    Jun 2, 2015. 05:29 PM | Likes Like |Link to Comment
  • Merck files NDA for combo HCV regimen [View news story]
    Since the MRK combo has Break Through Therapy designation from the FDA the review period is 6 months. However, the FDA can speed up and complete the review in less than 6 months where there is perceived very high unmet medical need. This happened with MRK's Keytruda, where the submission to the FDA was completed in June 2014 and the FDA approval came in September 2014.
    Jun 2, 2015. 05:16 PM | 1 Like Like |Link to Comment
  • OPKO submits NDA for first-ever treatment of SHPT [View news story]
    The FDA is required by the PDUFA law to process a NDA in 10 months and to provide a response to manufacturer at the end of the 10-month clock. For innovative new treatments where there is very high unmet medical need this clock can be speeded up. That will not be the case for Rayaldee.
    Jun 2, 2015. 05:01 PM | Likes Like |Link to Comment
  • Cellectis in takeover talks with Pfizer [View news story]
    SA Editors - You should correct this posting to indicate the PFE's previous immuno-oncology was with Merck KGaA.
    Jun 2, 2015. 04:54 PM | Likes Like |Link to Comment
  • Bristol-Myers slumps 7% on less-than-expected Opdivo results in lung cancer study [View news story]
    I'm not so sure that I agree with that assessment. The data coming out right now at ASCO from MRK and BMY are making it clear that the eventual 1st line treatment will be anti-PD-1/PD-L1 monotherapy or combination with another immunotherapy (e.g., Nivolumab/Ipilimumab) for NSCLC.
    May 31, 2015. 10:10 AM | Likes Like |Link to Comment
  • Bristol-Myers slumps 7% on less-than-expected Opdivo results in lung cancer study [View news story]
    Checkmate-057 was a very successful study stopped early for efficacy. BMY's problem is that they had an "all comers" approach without having a positive PD-L1 expression signal from the tumor biopsies. The Street assumed that BMY would have a larger share of the NSCLC market as they would treat everyone, versus MRK and Roche who are taking a biomarker approach. Checkmate-057 says that BMY will most likely now not have the broader "all comers" indication, and therefore less revenue.
    May 31, 2015. 10:07 AM | 2 Likes Like |Link to Comment
  • Bayer may go after animal health businesses once it jettisons plastics unit [View news story]
    That is what MRK did in the past, before the SGP acquisition, with the Merck Merial joint venture with Sanofi. Upon acquiring SGP, MRK sold there half of the JV to Sanofi to satisfy anti-competitive concerns. I agree that it makes sense.
    May 29, 2015. 06:40 PM | Likes Like |Link to Comment
  • How The Big Money Cashes In On Merck [View article]
    PD - Nice analysis. One small thing to check is that you report that Roche will have "over 300" abstracts. Did you tally total abstracts versus PD-L1 abstracts for the "over 300" number? My last count was 6 PD-L1 abstracts.
    May 28, 2015. 11:57 PM | 1 Like Like |Link to Comment
  • Merck and NanoString to collaborate on predictive test for Keytruda [View news story]
    Keytruda has great potential no doubt but do not forget that Januvia/Janumet/Juvisync generated over $6 billion in revenue and is on track to do the same in 2015.
    May 28, 2015. 11:49 PM | Likes Like |Link to Comment
  • Anthem faces lawsuits as it moves to minimize coverage of expensive hep C meds [View news story]
    Read this:

    http://bit.ly/1HLgSCG

    Egypt is currently paying ~$400 per bottle of 28 Harvoni tablets, or ~$14.28 per tablet, or $1200 for a full course of treatment.
    May 27, 2015. 10:17 AM | Likes Like |Link to Comment
  • Stronger First Quarter Sales Help Roche, But ASCO Probably Matters More [View article]
    The other issue is side effect profile. While the nivo + ipi combo has unprecedented efficacy it also has a fairly nasty side effect profile leading to discontinuation of the combo therapy.

    Agree that it would be great to see higher response rates than the ~50% reported to date.
    May 25, 2015. 06:24 PM | Likes Like |Link to Comment
  • Stronger First Quarter Sales Help Roche, But ASCO Probably Matters More [View article]
    I think that RHHBY may sneak up on BMY and MRK at some point. They have been very quiet. I also agree that combo therapy will become important, eventually. Right now it is all about monotherapy (BMY's nivolumab + ipilimumab studies not withstanding). The PD-1/PD-L1 inhibitors will eventually become first-line treatments across multiple tumor types.
    May 24, 2015. 01:46 PM | Likes Like |Link to Comment
  • Novartis' Afinitor successful in Phase 3 study for expanded indication [View news story]
    These are particularly tough cancers to treat. Good news for patients.
    May 24, 2015. 12:41 PM | Likes Like |Link to Comment
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