Brian Wilson

Brian Wilson

BiotechWilson

Shrewd biotech investor, research consultant, numbers guy.

Recent articles

Why Investors Continue to Flee Aegerion Stock

In theory Aegerion could still reach this peaks sales figure (quite easily) given that there are many more reimbursable HoFH patients out there, but it appears that Amgen’s (AMGN) hugely successful PCSK9 inhibitor evolocumab will dethrone Juxtapid before that happens.


Ariad Stock's Biggest Risk Is Its Only Hope

f Ariad continued to see high rates of Iclusig-induced serious adverse events and/or deaths amongst cancer patients in its new trials, the stock could be in serious trouble.




Why Teva's Magic Bullet Could Misfire

But with the recent loss of its lawsuit against the FDA's approval of these generic (which was meant to block competing glatiramer acetate formulations without additional bioequivalency trial data) it’s clear that the new 40 mg/mL formulation of Copaxone is now the only thing preventing Teva’s Copaxone brand from totally losing its market share in multiple sclerosis given its current price.

Why I'm Still Avoiding Questcor

A total of seven litigations against Questcor are currently underway. Two of them - the Retrophin litigation and USAO litigation - represent very serious threats to the H.P. Acthar business model.


Will Amgen’s Acquisition of Onyx Pay off Soon?

Perhaps the most important part of the Onyx acquisition was Kyprolis – a blood cancer drug that is currently being marketed as a last resort option for multiple myeloma patients.


Pharma’s Huge Bet on Immunotherapies

Given the data that have been released so far, it appears that the discovery of the PD-1/PD-L1 mechanism is the single biggest technological leap in the immunotherapy space to date.


Bristol-Myers Squibb's Oncology Opportunity

But despite all the challenging facing Bristol-Myers today, I do believe the positioned to do extremely well in oncology due to the commercial potential of Sprycel (dasatinib) and Yervoy (ipilimumab). Both drugs have been growing sales rapidly throughout the last year, and have no patent concerns in the short run.


Why This "Worst Deal" Could Work

Merck has been taking heat for the price it paid for Idenix -- Here's why it actually isn't as crazy as it sounds.