Mar 6, 2014 by Brian Orelli, PhDDown 30%, Worth a LookXOMA falls after phase 2 trials fail, but its anti-inflammatory drug gevokizumab still has potential in other diseases.
Mar 5, 2014 by Brian Orelli, PhDFDA Rejects Eli Lilly's Diabetes Drug EmpagliflozinIf approved, empagliflozin from Eli Lilly and Boehringer Ingelheim Pharmaceuticals would compete against AstraZeneca's Forxiga and Johnson & Johnson's Invokana.
Mar 4, 2014 by Brian Orelli, PhDWhy Sarepta Therapeutics Inc. Might Have a Fighting ChanceThe FDA doesn't seem to have made up its mind about an accelerated approval for Sarepta Therapeutics' eteplirsen despite a clinical trial failure by competitors Prosensa and GlaxoSmithKline.
Mar 4, 2014 by Brian Orelli, PhDIf You Can't Make Your Drug a Blockbuster, Sue Your CompetitorAmarin sues AstraZeneca over its fish oil pill Epanova. If the companies can't reach sales close to GlaxoSmithKline's Lovaza, it will be for naught.
Mar 3, 2014 by Brian Orelli, PhDInvestors Are in Love With Dendreon CorporationDespite a lackluster quarter where it trailed rivals Johnson & Johnson and Medication, investors sent sales of Dendreon up 15%.
Feb 28, 2014 by Brian Orelli, PhDArena Pharmaceuticals, Inc. Down for No ReasonArena traded down after earnings, but investors have nothing to be afraid of. Not even VIVUS obesity drug.
Feb 28, 2014 by Brian Orelli, PhDCan Amarin Corporation PLC Stop Burning Cash?Amarin has to diferentiate Vasecepa from GlaxoSmithKline's and AbbVie's drugs or cuts costs massively.
Feb 26, 2014 by Brian Orelli, PhDARIAD Pharmaceuticals, Inc. Battling BackSince returning to market, ARIAD Pharmaceuticals has captured about half of the patients on Iclusig before it went off the market, but it'll have a hard time competing with Novartis' and Bristol-Myers Squibb's leukemia drugs.
Feb 26, 2014 by Brian Orelli, PhDInterMune Inc. ASCENDs to GreatnessInterMune succeeds where Gilead and Novartis failed. Its IPF drug Esbriet looks destined for approval.
Feb 25, 2014 by Brian Orelli, PhDTwo Years Less Exclusivity Is the Least of Amarin's IssuesAmarin's patents holding up in court and being able to compete with GlaxoSmithKline's Lovaza for patients are much bigger deals.
Feb 24, 2014 by Brian Orelli, PhD3 Things to Watch at GileadHepatitis C is important, but only for two of the thee points.
Feb 24, 2014 by Brian Orelli, PhDWe Should Keep This Part of ObamacareDecoupling health care from employment is a good move.
Feb 24, 2014 by Brian Orelli, PhD5 Pharmas Spending the Most to Develop Drugs: Merck, AstraZeneca, Roche, Bristol, and LillyEli Lilly, Bristol-Myers Squibb, Roche, AstraZeneca, and Merck top the charts.
Feb 24, 2014 by Brian Orelli, PhDCheaper Obesity Drugs Available (for Half of Some Americans)Arena and VIVUS have signed deals with insurers and pharmacy benefit managers for their obesity drugs, but people on government programs like Medicare are largely excluded.
Feb 20, 2014 by Brian Orelli, PhDFDA to Review Merck's New HPV VaccineMerck's V503 protects against more HPV types than Merck's Gardasil or GlaxoSmithKline's Cervarix.
Feb 19, 2014 by Brian Orelli, PhD5 Questions for MannKindThe inhaled insulin drugmaker faces an FDA review in April, but when will AstraZeneca, Merck or one of the other major drugmakers step up and license Afrezza?
Feb 19, 2014 by Brian Orelli, PhDNew Huntington Disease Drug Is Safe, but Is It Effective?It isn't clear whether Prana Biotechnology's PBT2 is effective in Huntington Disease. We'll know whether it will press on -- like Merck and Eli Lilly have done -- in Alzheimer's disease next month.
Feb 18, 2014 by Brian Orelli, PhDThe 5 Most Hated Biotechs: Myraid, Sarepta, Questcor, Ziopharm, and MannKindMyraid Genetics, Sarepta Therapeutics, Questcor Pharmaceuticals, Ziopharm Oncology, and MannKind top the list of the most shorted biotechs.
Feb 18, 2014 by Brian Orelli, PhDCholesterol-Lowering Drug Market Heats UpThis video discusses Amgen's evolocumab, Rengeneron Pharmaceuticals and Sanofi's alirocumab, and the rest of the PCSK9 inhibitors.
Feb 14, 2014 by Brian Orelli, PhDAmarin Corporation Plc's Rocky RoadA video discussing Amarin's issues, compounded by competition from GlaxoSmithKline and issues over trails run on drugs from Merck and AbbVie.