Opinion on Pharmaceuticals and Healthcare

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Type Product title / description Pub Price
Expert View
Expert View

Four more years: solanezumab to remain in Phase III

Solanezumab, Eli Lilly's experimental Alzheimer's antibody, is to be tested in another Phase III trial, targeting mild patients only. Discussions with the FDA have dissuaded Lilly from seeking immediate approval, although the path to market for the much-maligned drug now appears relatively straightforward, albeit 4 years later than scheduled.

Published By Datamonitor
13 Dec 2012
Expert View
Expert View

Johnson & Johnson: Zytiga gains expanded prostate cancer indication in the US

Zytiga's indication expansion for the treatment of pre-chemotherapy castration-resistant metastatic prostate cancer significantly increases its commercial potential. However, potential competition from Xtandi may restrict sales.

Published By Datamonitor
13 Dec 2012
Expert View
Expert View

Pfizer: new data bode well for potential first-in-class CDK inhibitor

Pfizer has announced positive Phase II trial data for its ER+/HER2-negative breast cancer drug PD-991. If the strong efficacy is repeated in the planned Phase III pivotal study, PD-991 is likely to generate considerable revenue in the lucrative first-line advanced and metastatic ER+/HER2-negative breast cancer treatment setting, and is well positioned to become the first-in-class CDK inhibitor.

Published By Datamonitor
07 Dec 2012
Expert View
Expert View

Exelixis: Cometriq approval a "transitional" event

The FDA has approved Exelixis's Cometriq for the treatment of metastatic medullary thyroid cancer (MTC). Approval in this relatively small indication marks a transitional event in Exelixis's goal to establish Cometriq as an oncology franchise, with potential entry into the larger and more lucrative prostate cancer market likely to be the next step.

Published By Datamonitor
30 Nov 2012
Expert View
Expert View

Forest attempts to squeeze cariprazine into the crowded antipsychotic market

Cariprazine is set to become the latest drug to enter the crowded antipsychotic market following its NDA submission for schizophrenia and bipolar mania. Despite consistent efficacy, the drug's side-effect profile will be limiting, especially in a market now dominated by generics. Nevertheless, opportunities for differentiation remain, with Forest already looking toward additional approvals.

Published By Datamonitor
28 Nov 2012
Expert View
Expert View

Challenging times ahead for US pharma

President Obama's winning of a second term in office places further pressure on the pharma industry, with a more aggressive stance expected towards limiting drug expenditure. However, while the industry may well have fared better under challenger Romney, pharma faced hard times regardless of the outcome of the election.

Published By Datamonitor
09 Nov 2012
Expert View
Expert View

Merck & Co: suvorexant takes stride towards refreshing the dormant insomnia market

On account of its novel mechanism of action, Merck's suvorexant has the potential to address key unmet needs in the treatment of insomnia. If approved, the drug is expected to grow the insomnia market and become a blockbuster. However, lack of scheduling and demonstration of superiority over the current gold-standard insomnia treatment, zolpidem, will be key in suvorexant attaining this status.

Published By Datamonitor
09 Nov 2012
CommentWire
CommentWire

Sunovion: Latuda poised to expand options in bipolar depression

Following positive data from two Phase III clinical trials of lurasidone HCl in bipolar depression, Sunovion is eager to capture a large patient share by seeking approval for Latuda as both a mono and adjuvant therapy. While Sunovion will be competing with AstraZeneca's Seroquel franchise, Latuda's efficacy in alleviating cognitive symptoms offers potential for differentiation.

Published By Datamonitor
02 Nov 2012
Expert View
Expert View

Eisai: novel Fycompa expands treatment options for refractory epilepsy in US

Eisai's Fycompa has become the first AMPA receptor antagonist to gain FDA approval for the adjunctive treatment of partial-onset seizures. While underwhelming clinical trial data, DEA scheduling, and a boxed warning will hinder revenues, Fycompa's novel class, convenient dosing regimen, and preferable side-effect profile will support its uptake in the drug-resistant patient population.

Published By Datamonitor
25 Oct 2012
Expert View
Expert View

Eli Lilly: EXPEDITION is over but solanezumab should live on

While both EXPEDITION studies missed their primary endpoints, a pooled analysis of solanezumab data has revealed a significant reduction in cognitive decline in mild Alzheimer's disease. The drug's commercial potential in this indication should ensure that Lilly conducts further studies, despite the inherent high risk of failure.

Published By Datamonitor
09 Oct 2012

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