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  • Are Valeant's Problems Contagious? [View article]
    Not so sure about multiple cures in the area of orphan drugs which seems to be of particular interest these days. Take Soliris (Alexion) as an example. Although there are indeed competitors, biologics' complexity compared to a small molecule drugs means that the time to market is considerably longer with consequent protection to the biologic franchise. Given that reports by both McKinsey and Boston Consulting concluded that first to market provided an advantage, particularly in the case of specialty drugs, that suggests that competition from biosimilars is less of a threat than you suggest. That and the other virtues of biologic protection mentioned by BlueDevil 128, lead me to a rather more positive view on the future of the biologics industry.
    Oct 23, 2015. 01:29 PM | Likes Like |Link to Comment
  • Valeant's $1bn Bill To Eat A Sprout [View article]
    For a more sensible take on VRX's acquisition of Sprout and why it is a reasonable price take a look at todays Lex column in the Financial Times...
    Aug 21, 2015. 04:08 PM | 1 Like Like |Link to Comment
  • Valeant And Allergan Are Not A Match Made In Heaven [View article]
    Today's Financial Times editorial re Pfizer's bid for AstraZeneca, two similar businesses to Valeant (quick gains financial engineer) and Allergan (long term organic grower), makes interesting points about corporate executives' responsibilities to build businesses rather than act as 'meta fund managers' who merely trade assets. Worth a read.
    May 12, 2014. 09:25 AM | Likes Like |Link to Comment