GLG News by Generic Drug Economic Experts

John Ansell, MBADirectorJohn Ansell Consultancy

A triple combination for H1N1: good in principle

October 30, 2009

Analysis of:Triple-combo Drug Shows Promise Against Antiviral Resistant H1N1 | www.medicalnewstoday.com

The principle behind Adamas’s triple combination development for influenza is a good one. There is clearly a need for improved treatments, as the latest wave of swine flu is now showing. Oseltamivir (Tamiflu) and ribavirin are reasonable drugs to select but the third component, amantadine, may prove...

Express Scripts feeling Growing Pains

October 29, 2009

Analysis by:GLG Expert Contributor

Analysis of:Express Scripts to Close NextRx Deal in 4Q | quicktake.morningstar.com

On 11/04/09 TriCare, the health insurance plan for the US Military and its families are being moved to a new pharmacy benefit administered by Express Scripts. Despite assurances of transparency and no change in pharmacies, thousands of beneficiaries are being directed by Express Scripts to a single...

Turn around signs seen in healthcare !!! Dr. Reddy's & Ranbaxy beat the trend!!!

October 27, 2009

Analysis by:GLG Expert Contributor

Analysis of:UPDATE 1-New generics help India Dr Reddy's beat Q2 f'cast | in.reuters.com

After 4 - 5 quaters of negative growth, cost cuts, product rationalization etc... we have some good news from bell weather stocks of Indian pharma market.Dr. Reddy's & Ranbaxy both are reporting profits after of year of dismal performance.This is also a sign of overall market changing its down ward...

Particle Beam Radiation Therapy (PBRT) life saving technology but who will pay?

October 22, 2009

Analysis by:GLG Expert Contributor

Analysis of:Particle Beam Radiation Therapy published by AHRQ | effectivehealthcare.ahrq.gov

PBRT is an exciting technology that has emerged as a life saver for children and many adults with head/neck , eye and other difficult to treat cancers. Proton Centers require massive investments from $100-250 million. Payor groups from Medicare to commercial plans are faced with whether to pay forthis...

John Ansell, MBADirectorJohn Ansell Consultancy

GSK's new venture into Duchenne's makes sense

October 14, 2009

Analysis of:GlaxoSmithKline and Prosensa form alliance to fight Duchenne Muscular Dystrophy | www.pipelinereview.com

GSK's latest deal on Duchenne's muscular dystrophy with the Dutch company Prosena is a further indication of the former's interest in diversifying out of the more obvious, major areas of medicine.This can make sense: such "esoteric" indications areas are less well understood, there is less competition...

Ranbaxy in EU Anti Trust Net

October 7, 2009

Analysis by:GLG Expert Contributor

Analysis of:Ranbaxy’s French Unit Raided by EU in Antitrust Investigation - Bloomberg.com | www.bloomberg.com

This comes as a major shocker!!!The EU has initiated formal investigations against a few pharma giants in an Anti Trust Suite.This is not good for Ranbaxy's European operations.Ranbaxy is bearly out of the woods with is past troubles, this is going to be a major set back.

Glenmark Stock worth considering!!!

October 7, 2009

Analysis by:GLG Expert Contributor

Analysis of:Glenmark Pharma unit plans 5.75-bln-rupee IPO | in.reuters.com

Glenmark is one of the steady players in Indian Pharma industry.Its has done many things right in its business, and currently dominates many verticals where they are presentThe forth coming IPO is a good opportunity to consider the stock.

John Ansell, MBADirectorJohn Ansell Consultancy

What does Solvay offer to a bidder ?

September 25, 2009

Analysis of:Sources: Abbott sparks Solvay bidding war, UCB may follow | www.fiercebiotech.com

In considering the outcome of the current bidding war, what can Solvay Pharmaceuticals offer to an acquirer ? It can’t be the R & D pipeline. In 2004 Solvay was described by one industry observer as having a great pipeline. But except for one modest short-term success in the market, all of the projects...

Glenmark Has pulled an ACE here

September 14, 2009

Analysis by:GLG Expert Contributor

Analysis of:Glenmark plans cancer drug unit in Argentina- Pharmaceuticals-Healthcare / Biotech-News By Industry-News-The Economic Times | economictimes.indiatimes.com

Glenmark's move to start an Onco facility in Argentina is an  ACE among business strategies.Many bigger & more well established Indian pharma have been left wanting in Lat Am.This move will help Glenmark as 1st mover advantage as well as establish firm foothold in the market.Current lifestyles andeating...

Biocon & the Indian Biotech story!!!

September 14, 2009

Analysis by:GLG Expert Contributor

Analysis of:Biocon, Amylin Pharma tie up to develop new diabetes drug | www.moneycontrol.com

Biocon & Amylin Pharma tie up is step in the right direction for Biocon.Currently due to restrictive international laws Bio similars are not easy to market in EU & US markets.The only way to get around this is to come up with your own Innovative products.This is what Biocon & Amylin have set out to...

Page : 1 2 3 4 5 6 7 8 9 10 Next1 to 10 of 1553