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GLG News by Generic Drug Economic Experts

Aemad AslamPresidentMindPharma What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Teva's Generic Imitrex commands market of Sumatriptan

February 26, 2009

Teva Announces Approval and Launch of Generic Imitrex(R) Tablets | www.pipelinereview.com

With the 180 day exclusivity, Teva is already commanding the market of the generic Imitrex - Sumatriptan oral tablets.  Teva maintains an AB rating of the generic that will render most insurance companies to push brand name Imitrex by GlaxoSmithKline to a non-formulary tier, skyrocketing the generic's sales.  Already, different wholesalers are reporting a backorder on Teva's generics.  Additionally, Teva's pricing point is very favorable to itself, despite Dr Reddy's prior entrance.

Adam Fein, Founder & President

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

No Visible Revenue Synergies in CVS Caremark's Latest Numbers

February 23, 2009

CVS Net Rises; Finance Chief Plans to Retire | online.wsj.com

CVS Caremark’s PBM businesses are not becoming a larger share of prescriptions filled at CVS retail pharmacies. Put another way, the flagship Maintenance Choice program may be appealing to payers and consumers, but there is not yet a quantitatively visible shift in CVS' retail activity. If CVS pharmacies are taking retail pharmacy market share, then it’s not yet as a result of corporate co-ownership with a PBM.

Aemad AslamPresidentMindPharma What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Acquisitions of Indian Pharma on the extended horizon by Brand name pharma

February 23, 2009

Pharma cos on lookout for Indian drug firms | economictimes.indiatimes.com

Acquisitions of various Indian generic pharmaceuticals is likely on the horizon for brand name manufacturers.  However, this is not an immediate concern.  I would see more consolidations in the US and other Western markets first. 

Aemad AslamPresidentMindPharma What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Sun Pharma - much stronger with acquisitions including Taro

February 17, 2009

As valuations dip, Sun Pharma is in M&A mode | economictimes.indiatimes.com

Sun Pharma is attempting to gain market share in the world largest market - the US market.  Sun Pharma is clearly expanding it product base with venturing into topical (dermatological) and pediatric segments, and with vertical integration as with raw materials suppliers.  Sequentially, I would see SunPharma to be a leader in the US market within this decade, unless other Indian manufacturers encroach in this market.                     

Joseph SchappertMedical Director PROVIDENCE HEALTH CARE What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Surgical Pathology 'Goldrush'

February 13, 2009

Dako announces a collaboration with OSI Pharmaceuticals, Inc. on Companion Diagnostics | www.tmcnet.com

The ability of pharma and biotech to leverage the rapid expansion in our knowledge base on cell surface, nuclear and cytoplasmic signaling and messaging systems has and will continue to produce novel targeted molecules. To identify which patients will respond and potential surrogate markers for the assessment of a molecule's success will require reagents that are applied to histologic sections. These capabilities, combined with imaging and data reduction of the stained sections, should be anticipated to provide a very lucrative market for companies in this diagnostic arena and to facilitate the timely introduction of effective novel markers.

John Ansell, Director

John AnsellDirectorJohn Ansell Consultancy What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Pfizer-Wyeth: Increased Scale Could be The Achilles Heel

January 26, 2009

Pfizer To Acquire Wyeth, Creating the World's Premier Biopharmaceutical Company | www.premierbiopharma.com

Let’s look at one particular aspect of this merger, which, for quite some time now has appeared to me to be the Achilles heel of megamergers: increased scale. Pfizer is already the largest pharmaceutical company, with 2008 global sales announced today of $44 billion. I consider that some of the problems the company has been encountering are related to its already unprecedented size. As I shall show below, these problems of scale will be exacerbated again with the incorporation of Wyeth. Wyeth’s pharmaceutical sales announced today for 2008 were $19 billion. Aggregating these with Pfizer’s current sales, this will increase the scale of Pfizer by 43%.

Aemad AslamPresidentMindPharma What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Aurobindo's Terbinafine Tablets? Not a news maker

January 26, 2009

Aurobindo Pharma gets approval for Terbinafine Tablets | myiris.com

Aurobindo's approval of Terbinafine tablets is already entering a saturated market as the tenth entrant.  Accordingly, with strong pressures from other Indian manufacturers as Dr Reddy's and Wockhardt, this has very little profit margin potential.  Such reduced pricing is aiding the wholesalers as McKesson (MCK) or Cardinal (CAH) by negotiating an even lower acquisition cost.  Reduced pricing is already evident, as Terbinafine has been on Walmart's (WMT) $4 generic list for some time.

Adam Fein, Founder & President

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Pharmacy Profits and Wal-Mart

January 16, 2009

Health-Care Outlays Climb at Slowest Rate in Years | online.wsj.com

U.S. spending on outpatient prescription drugs grew by only 4.9 percent in 2007, which was below overall health care spending growth  of 6.1 percent. Public funds (primarily Medicare and Medicaid) paid for 36 percent of total retail prescription drug spending in 2007. So, how much money do pharmacies make from Medicare and Medicaid? The answers may surprise you. Here’s what I found: (1)  Medicaid remains the most profitable third-party payer for independent pharmacies. (2) Despite what you may have heard, gross margins on third-party insurance business are growing at independent pharmacies. (3) The generic price war that was triggered by Wal-Mart is squeezing pharmacy margins on cash-pay consumers. While $4 generics may be good news for uninsured/underinsured patients, they are bad news for pharmacy owners.

Evan SiegelAdjunct Professor THE UNIVERSITY OF QUEENSLAND What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Risk/Benefit is the Answer, Even More Now

December 22, 2008

Tysabri - Multiple Sclerosis patient with progressive multifocal leukoencephalopathy has died | www.msrc.co.uk

1. In general, the more pharmacologically potent a therapy, the more the possibllity that adverse experiences will be seen. 2. Risk/Beneift is a critical consideration, even for products intented for serious or life-threatening disease. It is incumbent upon both the FDA and the physician community to realistically assess preclnical and clinical data during the review and approval process. 3. Patients must be fully and competently informed of the risks and benefits of such therapies and have the right to decide for themselves whether or not to participate in clinical trials and therapeutic treatment with marketed products. 4. No therapeutic regimen is risk-free and society needs to understand and embrace this fact.

Adam Fein, Founder & President

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

An Unfortunate Victory for EU Repackagers

December 9, 2008

EU Exec Drops Drug Repackaging Ban Plan | www.reuters.com

Reuters reported on Friday that the EU plans to drop a proposed ban on repackaging of pharmaceuticals. In my opinion, dropping the ban is a very bad decision. Repackaging eliminates the benefit of just about every practical anti-counterfeit tracking technology, including the emerging serialization requirements in some EU countries. Apparently, tablets can even beremoved from blister packs under EU law. It’s hard to see how this will benefit consumers.

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