Sep 4, 2014 by Brian Orelli, PhDMerck & Co., Inc. Wins First Stage of the PD-1 RaceMerck gains FDA approval for Keytruda, but the race isn't over yet.
Sep 4, 2014 by Brian Orelli, PhD3 Reasons Gilead Sciences, Inc.’s Stock Could FallHepatitis C price wars, its pipeline, and unknown side effects could down Gilead Sciences.
Sep 3, 2014 by Brian Orelli, PhD5 Things Biogen Idec Inc's Management Wants You to KnowHighlights from Biogen Idec's conference call.
Sep 2, 2014 by Brian Orelli, PhDGreat Cholesterol Drug Data From Regeneron Pharmaceuticals Inc. and Sanofi SA, but Read the Fine PrintRegeneron Pharmaceuticals and Sanofi's PCSK9 drug, alirocumab, reduces cardiovascular events, but the data come from a post-hoc analysis.
Aug 28, 2014 by Brian Orelli, PhDHas Gilead Sciences, Inc.'s Star Drug Already Peaked?Prescriptions of Gilead Sciences' hepatitis C drug Sovaldi peaked, but sales will pick up after the new combination product is approved.
Aug 26, 2014 by Brian Orelli, PhD7 Things Regeneron Pharmaceuticals Inc.'s Management Wants You to KnowHighlights from Regeneron's conference call.
Aug 25, 2014 by Brian Orelli, PhDUp 35% on Buyout: InterMune inc Investor Key TakeawaysFDA's rejection of InterMune's Esbriet hurt investors, but Roche clearly thinks the drug will be approved.
Aug 20, 2014 by Brian Orelli, PhD3 Reasons Gilead Science, Inc.’s Stock Could RiseHepatitis C sales, a smart acquisition, and the potential for a dividend could all increase Gilead Sciences' stock price further.
Aug 15, 2014 by Brian Orelli, PhDA Double Dose of Good News for Gilead Sciences, Inc.Gilead Sciences gets a lawsuit win over Roche, keeping control of its hepatitis C drug Sovaldi. And the U.K.'s National Institute for Health and Care Excellence agrees to cover Sovaldi.
Aug 13, 2014 by Brian Orelli, PhDWhy Amgen, Inc.’s Kyprolis FOCUS Failure Is a Big DealEuropean regulators are going to want to see survival data for Kyprolis.
Aug 13, 2014 by Brian Orelli, PhD5 Things MannKind Corp.'s Management Wants You to KnowQuotes from MannKind Corp.'s conference calls.
Aug 12, 2014 by Brian Orelli, PhDMannKind Corporation Stock Signs Up Sanofi, Investors ConflictedMannKind establishes a partnership with Sanofi to market its inhaled insulin Afrezza.
Aug 11, 2014 by Brian Orelli, PhDIntercept Pharmaceuticals, Inc. Finally Releases FLINT Trial DataIntercept Pharmaceuticals releases FLINT trial data in NASH patients.
Aug 10, 2014 by Brian Orelli, PhDWhy Walgreen is Staying American and Paying Its TaxesWalgreens buys Switzerland-based Alliance Boots, but decides not to move overseas in the process.
Aug 5, 2014 by Brian Orelli, PhDBut Dad, I Was Only Doing My Fiduciary DutyMylan's CEO Heather Bresch is moving the company overseas; her dad, Senator Joe Manchin, isn't too happy about it.
Jul 25, 2014 by Brian Orelli, PhDWhy Gilead Stock's Newest Drug Approval Isn't a GamechangerGilead gains FDA approvela for its first cancer drug Zydelig, which will compete against Johnson & Johnson and Pharmacyclics' Imbruvica.
Jul 23, 2014 by Brian Orelli, PhDWhat Will Puma Biotechnology Inc's $700 Million Man Do Next?A sale to Johnson & Johnson, Pfizer, Roche, or one of the other big pharmas seems like the most likely outcome for Puma Biotechnology Inc.
Jul 22, 2014 by Brian Orelli, PhDPuma Biotechnology Inc's Overnight Triple is Just the BeginningPfizer gives Puma Biotechnology a gift, while Puma might be able to steal sales from Roche.
Jul 22, 2014 by Brian Orelli, PhD3 Things You Need to Watch on Gilead Sciences Inc. Earnings CallCompetition with AbbVie and Merck is important, but hepatitis C shouldn't be your sole focus.
Jul 22, 2014 by Brian Orelli, PhD3 Quotes From Johnson & Johnson's Conference Call You Need to ReadUsing cash from a divestiture, competition from Gilead and AbbVie, and a discussion of biosimilars.