Opinion on R&D

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Type Product title / description Pub Price
Expert View
Expert View

Biogenerics: the threat to protein manufacturers looms large

The therapeutic proteins market is becoming increasingly attractive to generic competitors, which pose a significant threat to the revenue streams of some of the most established classes. As generic manufacturers move in who stands to gain and will existing therapeutic protein manufacturers survive the competition?

Published By Datamonitor
11 Oct 2002
CommentWire
CommentWire

BMS/Celera: drug discovery to get shorter

Hot on the heels of last month's obesity research deal between Merck and deCODE, BMS and Celera have agreed to team up to develop novel cardiovascular and diabetes drugs. Both partnerships are attempts to accelerate the drug discovery process in cardiovascular diseases - increasingly important as the costs of clinical development continue to rise.

Published By Datamonitor
09 Oct 2002
CommentWire
CommentWire

BMS/Imclone: Erbitux down but not out

BMS and Imclone's much delayed cancer drug, Erbitux, may still enjoy success. BMS believes it can satisfy an increasingly stringent FDA. If the drug does get to launch, BMS's strong marketing capabilities could well win over physicians and beat the competition. However, winning over investors will prove harder after numerous setbacks.

Published By Datamonitor
07 Feb 2002
CommentWire
CommentWire

BMS/Pharmagene: investing in gene expression

Published By Datamonitor
05 Sep 2001
CommentWire
CommentWire

BMS/Sanofi: latest results give further push to Plavix

Although the CREDO trial failed to meet its primary endpoint, it has confirmed that Sanofi and BMS' Plavix is effective alongside aspirin in long-term angioplasty care. Plavix is now highly likely to become the standard of care - and the results of at least eight large-scale trials for new indications look set to drive its sales beyond $4 billion in 2008.

Published By Datamonitor
20 Nov 2002
CommentWire
CommentWire

BMS: good Vanlev news just isn't enough

Despite the positive new results, Vanlev will have great difficulty gaining FDA approval for hypertension. Even if it is approved, establishing credibility with physicians will be harder still. In the current climate, concerns over side effects look almost certain to prevent Vanlev from reaching the blockbuster status BMS once expected.

Published By Datamonitor
29 May 2002
CommentWire
CommentWire

BMS: in with the old, out with the new

A large-scale trial in non-small cell lung cancer has found that Bristol-Myers Squibb's old platinum analogue, Platinol, is more effective than the company's newer and more profitable drug Paraplatin. The news, which confirms European physicians' suspicions concerning the two drugs, is yet another setback for BMS' troubled oncology portfolio.

Published By Datamonitor
14 Oct 2002
CommentWire
CommentWire

BMS: paying the price of Q4 push

More bad news for BMS: US sales are down from $2.7 billion in Q2 2001 to $1.8 billion last quarter. The massive sales push that inflated wholesalers' stocks in Q4 2001 has hit 2002 sales hard; so has generic competition for three key drugs. The most serious concern at this time is whether there is any source for a sales recovery.

Published By Datamonitor
25 Jul 2002
CommentWire
CommentWire

BMS: second chance for Vanlev

Published By Datamonitor
26 Sep 2001
CommentWire
CommentWire

BMS: the Vanlev blockbuster bubble bursts

Supported by many industry analysts, BMS claimed Vanlev would be a blockbuster. Datamonitor has long disagreed with this view - and the latest trial results show the skepticism was justified. Analysts and investors are bringing their forecasts for the drug far closer to Datamonitor's forecast of 2008 sales of around $300 million.

Published By Datamonitor
25 Mar 2002

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