Monday, November 25, 2013

J&J's Remicade Versus Inflectra

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Johnson & Johnson (JNJ-$95.63) isn’t waiting until decade’s end to expand its offering of anti-inflammatory therapies: to refresh th...
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Tuesday, November 19, 2013

Celgene Grows Beyond Cancer Products

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Although growth prospects for Celgene’s (CELG-$154.44) oncology franchise remain strong, the product portfolio remains highly concentra...
Saturday, November 16, 2013

Roche Holding More than Oncology Franchise

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Notwithstanding safety concerns and narrow therapeutic labeling, Roche Holding’s (RHHBY-$69.63) rheumatoid arthritis treatment Actmera h...
Sunday, November 03, 2013

Managing Weight-Loss Expectations at Arena Pharmaceuticals

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The current market potential for Arena Pharmaceuticals’ (ARNA-$4.39) weight-loss drug Belviq here in the U.S. is approximately $1.0 bill...
Wednesday, October 30, 2013

Gold Mining Values in a Bear Market

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Despite cuts to cap-ex and exploration, Citigroup data reveals that gold majors like Barrick Gold (ABX) , Goldcorp (GG) , and Yamana Gold...
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Wednesday, October 16, 2013

Prospects Not Terminal for Endocyte's Cancer Drug Vintafolide

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Following an interim analysis, Endocyte (ECYT-$11.40) reported last Thursday that the independent Drug Safety Monitoring Board (DSMB) ad...
Tuesday, October 08, 2013

Will Medivation PREVAIL in Prostate Cancer?

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Medivation’s (MDVN-$57.57) senior management remains upbeat on growth prospects for the prostate cancer drug Xtandi. In fact, chief exec...
Monday, September 23, 2013

Roche-Genentech Profitability Linked to Oncology Portfolio

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Convenience advantages of Roche’s (RHHBY-$65.84) new injectable version of Herceptin could outweigh the lower price advantage of a biosi...
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Thursday, September 05, 2013

Is Pfizer's Pipeline Filled With Lemmings?

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Between 2010 and 2012, Pfizer (PFE-$28.37) stumbled off the patent precipice, as branded drugs that made up 42% of annual pharmaceutical...

AMC - The Walking Dead Network?

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Referencing the ratings success of AMC (AMCX-$62.40) cable shows like The Walking Dead and the western Hell on Wheels , chief executive...
Thursday, August 22, 2013

Patent Precipice at Pfizer

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Through successful litigation, Pfizer (PFE-$28.16) has extended the patent for its sex drug Viagra (sildenafil) in the U.S. until Octobe...
Thursday, August 15, 2013

Onyx and Amgen Marriage -- Not So Fast

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The key asset driving the upside valuation for Onyx (ONXX-$126.26) is Kyprolis (carfilzomib), a proteasome inhibitor recently approved f...
Tuesday, August 06, 2013

Obstacles to Growth at Sanofi

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Current fundamentals at Sanofi (SNY-$51.81) look dismal. Total revenue declined 2.8% to $9.36 billion (EURO 8.06 billion). Although quar...
Wednesday, July 10, 2013

Merck Looking to Sunburns for Growth

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Given research setbacks and the known quantity that its melanoma therapy lambrolizumab is unlikely to receive approval prior to 2015, mer...
Friday, June 21, 2013

Januvia and Victoza Pancreatic Cancer Lawsuits Have Begun

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The lawyers are circling  all drug makers of incretin mimetics, including the newer DPP-4 inhibitors – Tradjenta (linagliptin) from Eli Li...

Patent Losses to Stall Sales Growth at Eli Lilly

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Having spent $5.28 billion on R&D in 2012, up from $4.88 billion in 2010 – and with approximately 60 potential new drugs in human tes...
Monday, June 10, 2013

Potential Buyers of Drug Maker Forest Labs

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Forest Labs (FRX-$40.45) has demonstrated limited success in filling the earnings void created by the patent expiry for Lexapro, its ers...
Thursday, May 30, 2013

Forest Lab's Fortunes Tied to New Drugs

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Forest Lab 's (FRX-$39.91) management told analysts on its recent earning’s call that sales of next-generation products could grow 4...
Friday, May 24, 2013

Online Ticketing Upstarts Challenge Live Nation's Concert Kingdom

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Investors might want to rethink their enthusiasm for Live Nation (LYV-$13.78) . To be sure, this new embrace of all-things digital has he...
Saturday, May 04, 2013

How Vulnerable Are Comstock Resources and Ultra Petroleum to Lower Energy Prices?

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Given what might be peak pricing, it’s hard to fathom why certain natural gas companies have chosen not to lock in more contracted natura...