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All GLG News Analyses Filed Under: Business of Medicine

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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

October 27, 2009

GLG Expert Contributor

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 trajectory.

a natural response by competitor

October 26, 2009

GLG Expert Contributor

Boehringer Ingelheim receives approval from the European Commission for Mirapexin®/Sifrol® prolonged-release, once daily tablet for the treatment of Parkinson`s disease | www.pipelinereview.com

1. Requip XL will be coming out soon so BI had to come up with Mirapex once daily SR.2. Once daily dosing is probably better for our Parkinson's patients as this will provide continuous dopaminergic stimulation with less fluctuation.

Pharm awakens to accountability

October 25, 2009

GLG Expert Contributor

Pfizer Subsidiary Hit With Record Fine For Misbranding Bextra | online.wsj.com

Pfizer gets disciplined for mismarketing four steeds in their drug stable. $2.3B.

The Holy Grail of Saving Lives and Saving Money Found to be Achievable--Again!

October 23, 2009

GLG Expert Contributor

Hospital Collaborative Finds Sharing Data Saves Costs, Lives | www.healthleadersmedia.com

As the health care reform march continues to drone on in D.C., we continue to hear naysayers claim that saving money will result in losing lives. Once again, in the results of the most recent study from the Premier health care alliance's national collaborative, QUEST: High Performance Hospitals, the Cassandras have been proven wrong.

GSK's cervical cancer vaccine Cervarix gains approval in Japan

October 19, 2009

GLG Expert Contributor

GSK's cervical cancer vaccine Cervarix gains approval in Japan | www.pharmabiz.com

GlaxoSmithKline (GSK) gained approval for Cervarix in Japan, which becomes the first cervical cancer vaccine to be approved by the Japanese Ministry of Health, Labour and Welfare (MHLW). This approval marks a significant milestone for GSK, as Cervarix will be the first to be launched by the company's Japanese business.

Pfizer fine for inappropriate bextra marketing

October 19, 2009

GLG Expert Contributor

Pfizer Subsidiary Hit With Record Fine For Misbranding Bextra | online.wsj.com

Fines for inappropriate marketing are part of the cost of doing business for Big Pharma. However they seem to be changing their marketing to physicians due to government scrutiny.

Animal vaccine maker Merial expands Nanchang China plant

October 18, 2009

GLG Expert Contributor

Sanofi vet group plots $70M China expansion | www.fiercepharma.com

Ground breaks for expansion of avian vaccine maker Merial (Sanofi-Aventis). US dollars spent to feed China. Expanding poultry vaccine for domestic Chinese market.

Health Insurers may have Sealed their own Fate

October 16, 2009

GLG Expert Contributor

A Hatchet Job so Bad It's Good | www.nytimes.com

By relentlessly attacking the major provisions of the Senate Finance Bill which would appear to be serving as the template for compromise reform legislation at least capable of overcoming a Republican fillibuster, the health insurance industry may have done itself no favors. While at least giving the impression of playing nice up until unveiling a very critical report of the Senate Finance bill on the eve of its passage, the industry at least had a seat at the reform table. No more.

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.

Senate Finance Bill has the Greatest Potential to Reform Health Care Delivery

October 9, 2009

GLG Expert Contributor

Health Care Bill Gets Green LIght in Cost Analysis | www.nytimes.com

The biggest boost that health care reform has received thus far occurred this week when the closely watched nonpartisan Congressional Budget Office (CBO) concluded that the Senate Finance Bill would actually reduce the federal deficit by $81 billion over the next 10 years and more beyond that. That set the stage for a vote on it by the full Committee next Tuesday, Oct. 13. It is expected to pass the Committee and then go to the Senate for floor debate by the week of Oct. 19.

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