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GLG News by Generic Pharmaceuticals Economic Experts (Germany)

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.

A triple combination for H1N1: good in principle

October 30, 2009

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 the weak link.

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.

GSK's new venture into Duchenne's makes sense

October 14, 2009

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 and commercial rewards can turn out to be greater than superficially apparent.

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.

What does Solvay offer to a bidder ?

September 25, 2009

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 then at Phase III or beyond fell down.

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.

Dainippon Sumitomo acquires a bridgehead and settles Sepracor's uncertain future

September 4, 2009

Dainippon Sumitomo Pharma to Acquire Sepracor for U.S. $23.00 Per Share in an All-Cash Tender Offer Valued at Approximately U.S. $2.6 Billion | www.pipelinereview.com

In acquiring Sepracor, Dainippon Sumitomo is gaining a modest-sized commercial bridgehead for marketing its products in North America, but one which by itself had an uncertain future. Dainippon Sumitomo will need to take action to stabilize a company which has been facing issues concerning its future sustainability.

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.

An important landmark for Nycomed's Daxas

September 1, 2009

Four studies published in The Lancet show roflumilast (Daxas®), a new oral approach to COPD, improves lung function and reduces exacerbations | www.nycomed.com

The level of unmet need in COPD, a very common respiratory disease, is high. Consequently, provided a new drug is registrable it does not have to have outstanding qualities to become a substantial success. Nycomed’s Daxas has recently been submitted for registration for COPD in the US and Europe. If registered, this novel drug will be the first member of its class to reach the market.

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.

Nycomed’s Daxas takes an important step forward

May 12, 2009

Nycomed files European marketing authorisation application for Daxas® in COPD | www.pipelinereview.com

With the recent setbacks to Almirall’s clidinium bromide – it is not now scheduled to re-enter the regulatory fray until late 2011/early 2012 -  the way has opened up for the PDE4 inhibitor Daxas (roflumilast) to be the next big thing in COPD. If it can only overcome the final, regulatory hurdles, it stands a good chance of becoming a substantial blockbuster.  Daxas may not turn out to be the greatest thing since sliced bread for this indication – but then it doesn’t need to be. COPD is a common respiratory disease with a much greater level of unmet need than exists in the more familiar asthma indication. Only one dedicated drug, Spiriva (tiotropium) from Boehringer Ingelheim/Pfizer, has really made it in COPD so far, with recently announced sales of $2.7 billion in 2008.

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.

Solvay Strategy - the company appends a note

April 27, 2009

Sanofi moves on Solvay's pharma division | www.ft.com

On April 22nd Solvay appended a note to its initial April 1st press release which we commented upon at the time (Solvay confirms it is proceeding with an analysis of various options for its pharmaceutical activities) on its web site: http://www.solvay.com/services/newsfrompo/0,,73459-2-0,00.htm This confirms that Solvay is proceeding with an analysis of various options for its pharmaceutical activities - not just M&A - which rumors have concentrated upon.

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.

Glaxo Stiefel deals with the dermatology question

April 21, 2009

Glaxo agrees $3.6bn Stiefel deal | www.ft.com

Dermatology, formerly a heritage area for GSK, currently accounts for less than 3% of the company's total pharmaceutical turnover. Incorporation of Stiefel's business will only bring this up to around 6%. Neither company has succeeded since the 1980s in developing genuinely novel dermatologicals - it's some years since dermatology has been a therapeutic area GSK has actively pursued.

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.

Solvay Pharmaceuticals – prospects for a sale

April 6, 2009

Sanofi moves on Solvay's pharma division | www.ft.com

How attractive is Solvay’s Pharmaceuticals sector ? Sanofi clearly believes Solvay is worth a bid. But in terms of its current product range, in 2008 Solvay only had one product, Fenofibrate, selling over €0.5 billion (€511 million in 2008), and one other, Androgel, over €200 million. Its products would scarcely be large enough to make an impact when subsumed within a major pharmaceutical company of the size of Sanofi Aventis. What about Solvay's R & D pipeline ? There may be 10 projects in the Phase III pipeline but the proportion accounted for by NCEs capable of being developed into major new products is limited.

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%.

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