Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Sandoz’ Generic Drug Push in Japan: Good Timing; Interesting Challenges
October 7, 2009
Sandoz Plans to Sell More Drugs in Japan, May Acquire Companies | www.bloomberg.com
Novartis AG's generic pharmaceutical unit, Sandoz AG's timing for entry into the Japanese pharmaceutical market is excellent as seismic forces in the market make generic drugs more attractive than ever. Sandoz CEO Jeff George's challenges include a prestige-driven hospital system and a private practice/physician medical practice that rewards branded pharmaceuticals. But Sandoz and Novartis could capitalize on some crucial allies in their fight.
October 7, 2009
Ranbaxy’s French Unit Raided by EU in Antitrust Investigation - Bloomberg.com | www.bloomberg.com
This comes as a major shocker!!!The EU has initiated formal investigations against a few pharma giants in an Anti Trust Suite.This is not good for Ranbaxy's European operations.Ranbaxy is bearly out of the woods with is past troubles, this is going to be a major set back.
Glenmark Stock worth considering!!!
October 7, 2009
Glenmark Pharma unit plans 5.75-bln-rupee IPO | in.reuters.com
Glenmark is one of the steady players in Indian Pharma industry.Its has done many things right in its business, and currently dominates many verticals where they are presentThe forth coming IPO is a good opportunity to consider the stock.
Electronic Health Record Data will be an Industry Gold Mine
October 2, 2009
Survey Highights Power, Limits of EHR Data | www.healthdatamanagement.com
The real value of getting everybody on an electronic medical record in the next decade will not be realized until the data produced through this transition become easily accessible and analyzable to identify, implement and continuously improve best practices. More than three quarters of 732 surveyed executives at provider, payer and pharmaceutical organizations believ e this secondary use of data from electronic records will be their organizations' greatest asset during the next five years.
Clik-STAR to give Sanofi-aventis more coverage
October 1, 2009
Sanofi-aventis to launch Lantus ClikSTAR and Apidra ClikSTAR in EU & Canada in October 2009 | www.pharmabiz.com
The Clik-STAR provides Sanofi-aventis with a "partner" pen to the SoloStar, which is disposable - this is now an excellent portfolio. In Europe, this will provide patients with an option of a reusable pen - environmental concerns are higher there and having this option for patients, as long as the quality of the pen is as high, is a great idea.
Health Care Reform will not fly!
September 30, 2009
Fate of Government-Run Health Insurance May Rest in Obama's Hands | www.foxnews.com
Too much lobbyist money opposing any real reform. The insurance companies control.
New hopes for Influenza Prevention & treatment
September 29, 2009
Johnson & Johnson and Crucell Announce Strategic Collaboration to Develop Innovative Products, Including Therapies for Influenza Prevention and Treatment | www.pipelinereview.com
Joint Strategic Collaboration between Johnson & Johnson and Crucell for influenza prevention and Treatment can open up new avenues by joint Joint research & clinical Trial programmes.
India is a good clinical trial destination with new CROs in future
September 27, 2009
Growing pharma market makes India a clinical trial destination: Report | www.thehindubusinessline.com
Pharmaceutical boom in India has opened up the doors of new clinical trials due to various factors, like new research & treatment avenues, which can be explored best in Indian Clinical Trials due to ease of carrying out Clinical trials in india, which is also giving birth to new CROs.
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.
Dell Positions Itself for the Federal Health IT Spending Spree
September 25, 2009
Dell, Perot Merger Could Impact Health IT | www.healthleadersmedia.com
Another well known stalwart in Information Technology has stepped up to take advantage of the total federal outlay of $36.2 billion (net $19.2 with projected $17 billion in savings) about to flow. In merging with Perot Systems, Dell has followed the well worn route of acquisition of business services consulting followed a year ago by Hewlett Packard's takeover of EDS and IBM's earlier takeover of PricewaterhouseCoopers Consulting to provide a full panoply of both products and services.
Pharma Outsourcing: Where Will it End?
November 3, 2009
What does Solvay offer to a bidder ?
September 25, 2009
Talecris Biotherapeutics Proposes IPO; Hits Favorable Timing Window
September 23, 2009
Health Care Reform Debate 2009 ~ Blind Rush to Rash Decisions
September 23, 2009
Why Health Care Costs Keep Rising—And What to Do About It
September 13, 2009