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GLG News by Generic Pharmaceuticals Economic Experts (Germany)

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John AnsellOctober 8, 2008
Pfizer focuses down - but at the same time takes on more risk
Analysis of: Pfizer shifts focus to cancer and biotech drugs | ap.google.com
Author: John Ansell, Director, John Ansell Consultancy
As the biggest pharmaceutical company, Pfizer's R & D needs to be more productive than any other company's if it is to survive and prosper. But Pfizer must have new products that are big if they are to make an impact on its bottom line. The conundrum is that disease is a diffuse market, with...
John AnsellMay 21, 2008
Chinese generics is nothing new
Analysis of: China Muscles In On The Generics Industry | www.pharmalot.com
Author: John Ansell, Director, John Ansell Consultancy
In 1976, sitting in my office in International Marketing at Fisons, Loughborough, UK, I used to watch the drums of bulk paracetamol arriving at the factory from China - easily recognizable from the Chinese script decorating them. I'm sure the UK wasn't the only country importing raw materials from China...
John AnsellJanuary 8, 2008
Abbott's Humira: a key step towards market leadership in psoriasis
Analysis of: Abbott's HUMIRA® Approved in the European Union for Treatment of Moderate-to-Severe Plaque Psoriasis | money.cnn.com
Author: John Ansell, Director, John Ansell Consultancy
European approval for Humira in psoriasis is a key step towards leadership over the other monoclonal antibodies already approved - and because this is the most valuable category, leadership also of the total psoriasis market. In April 2007 Abbott submitted this indication for approval to...
October 24, 2007
Exubera - approvable is no longer reimbursable
Analysis of: Pfizer Abandons Exubera, Posts 77% Earnings Decline | online.wsj.com
Author: David Sykes, Principal, PRMA Consulting Ltd.
Exubera is the first major product to fail primarily due to Pfizer's inability to convince payors of it's value for money There is now significant additional risk in achieving market access after regulatory approval. Pricing and reimbursement decisions will play an increasingly important role in the...
John AnsellOctober 9, 2007
Lundbeck and anticancer applications
Analysis of: TopoTarget and Lundbeck sign agreement forsiramesine, a new and promising mechanism in cancer therapy | www.pipelinereview.com
Author: John Ansell, Director, John Ansell Consultancy
This move conforms with Lundbeck's strategy to concentrate on CNS areas and to bring in other parties to develop non-CNS applications.
John AnsellOctober 1, 2007
HIV vaccines - time to face the hard reality ?
Analysis of: Vaccination and Enrollment Are Discontinued in Phase II Trials of Merck's Investigational HIV Vaccine Candidate | www.merck.com
Author: John Ansell, Director, John Ansell Consultancy
Persisting with developing a vaccine for HIV may be no more realistic than attempting to produce one for the common cold. There is a link - both are caused by adenoviruses. If Merck, after 20 years has not succeeded for HIV, shouldn't development resources on vaccines now be channeled to more productive...
June 18, 2007
Th
Analysis of: FDA Advisory Committee Did Not Recommend Approval of Rimonabant (ZIMULTI(R)) for Use in Obese and Overweight Patients With Associated Risks Factors | www.pipelinereview.com
Author: GLG Expert Contributor
This is a severe blow for the company which is now forced to consider external growth, but is not expert in out-of-France acquisitions. Rimonabant was meant to become THE sanofi-aventis blockbuster for the next 5 years at least. Also, the R&D productivity at sanofi-aventis will be questioned, since...

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