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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.

Pfizer focuses down - but at the same time takes on more risk

October 8, 2008

Pfizer shifts focus to cancer and biotech drugs | ap.google.com

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 few very big pharmaceutical products to treat it, and far more smaller ones. Thus in 2007 there were only 52 products whose global sales exceeded $2 billion. A product with $2 billion turnover product would contribute 4% to Pfizer's total turnover - just about big enough to make a significant impact on its performance. But those 52 products are for all therapeutic areas. Therefore Pfizer in focusing down is aiming at a rather limited-size target. And rights to the majority of products becoming blockbusters will not be on offer to Pfizer as they will be retained by its competitors.

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.

Chinese generics is nothing new

May 21, 2008

China Muscles In On The Generics Industry | www.pharmalot.com

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 then.

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.

Abbott's Humira: a key step towards market leadership in psoriasis

January 8, 2008

Abbott's HUMIRA® Approved in the European Union for Treatment of Moderate-to-Severe Plaque Psoriasis | money.cnn.com

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 the FDA as well as for Europe. When US approval is obtained, as seems likely early in 2008, Abbott will be in a position to achieve global market leadership in psoriasis with Humira. This is mainly because it can be administered every other week by sub-cutaneous injection, which is more convenient than the modes of administration of its monoclonal competitors. It enables patients to inject Humira at home.

David Sykes, Principal

David SykesPrincipalPRMA Consulting Ltd. 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.

Exubera - approvable is no longer reimbursable

October 24, 2007

Pfizer Abandons Exubera, Posts 77% Earnings Decline | online.wsj.com

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 commercial success of companies going forward.

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.

Lundbeck and anticancer applications

October 9, 2007

TopoTarget and Lundbeck sign agreement forsiramesine, a new and promising mechanism in cancer therapy | www.pipelinereview.com

This move conforms with Lundbeck's strategy to concentrate on CNS areas and to bring in other parties to develop non-CNS applications.

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.

HIV vaccines - time to face the hard reality ?

October 1, 2007

Vaccination and Enrollment Are Discontinued in Phase II Trials of Merck's Investigational HIV Vaccine Candidate | www.merck.com

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 areas of research on HIV ?

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