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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.
Analysis of: FDA investigates suicide with Merck drug | www.physorg.com
The FDA is investigating Merck's Singulair for a possible link to suicidal thought and action.  With over 28 million prescriptions last year and a 12 year record of safety in children and adults, the evidence must be evaluated closely before coming to any conclusion. Of note antihistamines, including...
Analysis of: Medical Errors Threatan One in 15 Hospitalized Children | www.healthcareitnews.com
In the latest study released on Monday (April 7) in the journal "Pediatrics", researchers found a rate of 11 drug-related harmful events for every 100 hospitalized children.  That new number compares with an earlier estimate of only two per 100 hospitalized children based on traditional...
Analysis of: The Vytorin Saga Continues: Krumholz Strikes Back | www.pharmalot.com
The treatment of hyperlipidemia has profound repercussions on cardiovascular disease. The market is huge. I hear that there were 35 million prescriptions for ezetimibe products last year. Although the epidemiological association between LDL and cardiac risk is strong, LDL is an imperfect surrogate for...
Analysis of: Takeda to Buy Millennium In $8.8 Billion Deal | online.wsj.com
Japan's biggest (by revenue) drug manufacturer has placed a bid For Millennium and it's primary product Velcade.
Analysis of: House OKs Limits on Health Insurance | www.post-gazette.com
Pennsylvania is a bell weather for hospital reporting in the US.  The "hospital costing containment council" (I forget the name) is famous for highlighting percentage of patients acquiring hospital infections after arrival.  Accountability for these very high costs lay with people managing...
Analysis of: The Vytorin Saga Continues: Krumholz Strikes Back | www.pharmalot.com
Development of plaque in arteries takes place over a lifetime.  There have been studies suggesting plaque removal can happen over shorter periods, but data demonstration that this solves medical problems is not available.  Complicatons like heart attacks come from the unstable plaque...
Analysis of: Investor chief questions role of Big Pharma in development of medicines | business.timesonline.co.uk
Larger R&D is important to developing products which have large capital requirements and need for large groups.  Smaller groups can act much faster when developing products with managable resouce needs.  Smaller groups working independently from a large corporation have several...
Analysis of: Consumers, Health Care Purchasers, Physicians, and Health Insurers Announce Agreement on Principles to Guide Physician Performance Reporting | www.cyperus.com
Leading consumer, employer and labor organizations have agreed with the top medical and health insurance groups on principles to govern the development of physician performance measures.  The "Patient Charter for Physician Performance Measurement, Reporting and Tiering Programs" creates a national...
Analysis of: Will Insurers Reduce Coverage For Vytorin? | www.pharmalot.com
I believe insurers and pharmacy benefit management companies will coverage of Vytorin.  Most likely, it will lose any preferred status, (formulary Tier 2), and move to non-preferred brand, (formulary Tier 3 or Tier 4), depending on the drug reimbursement system in the health plan.  As an example,...
Analysis of: Venture Activity Hit by U.S. Slowdown | online.wsj.com
As a partner @ a VC fund I  see this trend impacting how potential portfolio companies are evaluated.  Companies that will have a future acquisition, as an liquidity event, will have a higher probability of being funded.  Investment decisons are also being influenced by the potential...
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