Latest Articles
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Weekly Pharma Notes: Bristol-Myers Squibb, Pfizer, Merck And Roche
It was another eventful week for pharmaceutical companies studded with acquisition announcements, investors expecting potential bids, alliances and new therapeutic agents getting regulatory approval. There wasn’t a lot of movement in share ...
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Merck Is Banking On Pembrolizumab And Hepatitis C Pipeline
Merck ‘s (NYSE:MRK) legacy pharmaceutical and consumer business revenues have declined from roughly $13.5 billion in 2010 to $12.7 billion in 2013. This trend continued in the first half of 2014 as well and the company expects its overall r...
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What If Legacy Pharmaceutical & Consumer Business Keeps Falling For Merck?
Merck ‘s (NYSE:MRK) legacy pharmaceuticals and consumer business constitutes roughly 30% of the company’s value according to our estimates. Despite it being a segment that has seen a revenue decline in recent years, its value contribu...
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Why Did Merck Pay Such A Huge Premium For Idenix
Merck (NYSE:MRK) recently announced a definitive agreement to acquire Idenix at $24.50 a share for cash, offering a hefty premium of about 240% over last Friday’s i.e. June 6, closing price. The acquisition will strengthen Merck’s Hep...
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What Merck, Bristol-Myers Squibb And Roche Are Doing To Win The Immuno-Oncology Drugs Market
The race for immuno-oncology drugs is on. According to some estimates, the market could be as big as $35 billion . There is huge opportunity to profit from successful drugs given that small molecule R&D productivity has declined during the la...
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Merck Banks On R&D Pipeline And Immunology Drugs As Pricing Pressure Grows
Merck’s (NYSE:MRK) recently reported Q1 2014 financial results were within the bounds of our expectations. The company’s pharmaceutical revenues declined by 5% during the quarter, which included a negative impact of 2% due to currenc...
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What If Merck Challenges Gilead Sciences In Hepatitis C Market?
Merck (NYSE:MRK) is getting close to conducting phase 3 trials for a combination treatment for Hepatitis C, which could potentially rejuvenate the pharmaceutical giant’s revenue growth. The clinical data for a combination of drugs MK-5172 a...
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The Way Forward As Merck Continues To Face Pricing And Competitive Pressure
Merck (NYSE:MRK) doesn’t expect any growth this year. In fact, the mid-point of its guidance implies that the revenues will see a decline of roughly 3% in 2014. This indicates continued pricing and competitive pressure from generics and lac...
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Bristol-Myers Squibb Earnings Preview: Immuno-Oncology Drugs In Focus
Bristol-Myers Squibb (NYSE:BMY) is scheduled to release its earnings for Q4 2013 on January 24. Over the last year, the pharmaceutical company’s revenue has declined drastically due to the patent expiry of Plavix and Avapro/Avalide, two of its be...
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Merck Gets FDA Approval For New Formulation Of Isentress As It Continues To Focus On Anti-Infectives
Merck (NYSE:MRK) recently received FDA approval for the new pediatric formulation (oral suspension) of its HIV-1 treatment drug Isentress. The drug has already been in the market for a while and the recent approval will help the company bring add...
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Following Smart Money: Developmental Biotech Investors The Baker Brothers LLC
Submitted by Scott Matusow as part of our contributors program . Following Smart Money: Developmental Biotech Investors The Baker Brothers LLC Perhaps the most important buying indicator for a developmental pharma is who is buying the stock...
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Here Is What Can Propel Merck
Sooner or later, Merck (NYSE:MRK) will need to step up its efforts to mitigate the impact of loss of exclusivity of certain key drugs and adverse currency movements on its revenue growth. The recent quarters have unveiled a problem that is impact...
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Shopping for Biotech Growth Names: Reni Benjamin
Submitted by The Life Sciences Report as part of our contributors program . Shopping for Biotech Growth Names: Reni Benjamin This interview was conducted by George S. Mack of The Life Sciences Report (12/12/13) Get ready for a bonanza of b...
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Merck’s Gardasil Is Not Fulfilling Its Potential, Some Upside Possible
Merck ‘s (NYSE:MRK) business suffered in the third quarter of 2013 from weakening of Yen and Japanese government’s decision to suspend proactive recommendation of HPV (human papillomavirus) vaccine. This impacted the sales of Gardasil...
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Roche Strengthening Drug Pipeline As Threat Of Generics Gets Real
Last week, an Indian drug manufacturer, Biocon, announced that it has received the regulatory approval to market its biosimilar version of Herceptin in India, one of the largest selling drugs for the treatment of HER2-positive breast cancer. Worl...
