All GLG News Analyses Filed Under: Business of Medicine

Fortis is Catching Up!

August 25, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Wockhardt sells 10 hospitals to Fortis | economictimes.indiatimes.com

Fortis Healthcare is growing and making a bid to catch and perhaps surpass Apollo Healthcare in India. The addition of 10 new hospitals and 1902 beds brings Fortis to almost 70% of Apollo's size in 10 years of business, less than half of Apollo's 26 years of business. It also expands them further...

Ranbaxy Taking baby steps to recovery!!!

August 24, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Ranbaxy gets FDA nod for Glycopyrrolate | in.reuters.com

Ranbaxy is slowly but surely on the recovery path. After facing every imaginable problem, they are emerging out of them 1 by 1. Glycopyrrolate tabs mainly used for Peptic ulcer is good opportunity for Ranbaxy considering the ever increasing instances in US.    

Flu Vaccine the emerging cash cows for Pharma, USD 10 Billion oppurtunity!!!

August 23, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Ajanta Pharma, Medicago join hands for flu vaccine | www.business-standard.com

Shortly you will have everyone who can spell Pharma jumping on to vaccine band wagon. US Government alone has ordered 120 million doses, and the current suppliers like Novartis, Baxter, Chiron, etc... will be able to supply only 45 - 50 million doses. We have not factered in the orders from EU, & other...

One $ 20 Billion Pill for all of Wockhardt's problems!!!

August 22, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Fortis to buy Wockhard's hospitals for $21 bln-report | in.reuters.com

This news comes as a great shocker!!! Wockhardt till some time back had full intentions of making hospitals its core business & pharma its secondary business. Their pharma business has seen consistent decline over the years with no sign of revival. The financial situation at Wockhardt has been much...

Is U.S. Medical Device Development In Trouble ?

August 21, 2009

Analysis by:GLG Expert Contributor

Analysis of:  New leaders at FDA could slow device approvals | login.newsedge.com

There are several forces at work that could adversely affect medical device innovation and, ultimately, availability of medical devices to patients. The latest developments at the Food And Drug Administration suggest that device approvals will get more scrutiny and will be slowed down. Add to thatother...

To Get Health Care Reform: Take Two...They're Small(er)

August 21, 2009

Analysis by:GLG Expert Contributor

Analysis of:  New Rx for Health Plan: Split Bill | online.wsj.com

Democrats may have stumbled on a brilliant (albeit Machiavellian) strategy to get what they want in health care passed this year: Split the bill: Pass one half that contains the controversial stuff through the reconciliation process which requires only 50 votes in the Senate (plus VP Biden) and the...

Frank Malinoski, MD, PhDPresidentTD Consultancy, LLC

FDA Regulatory Tiger Gets Teeth

August 20, 2009

Analysis of:  FDA Commissioner Outlines Six-Step Plan for Improved Enforcement | pharmtech.findpharma.com

FDA announced 6 steps to improve enforcement with implementation to begin in September 2009 The downside for the pharmaceutical industry is the need to ensure that deadlines for responding to regulatory issues are met within established guidance. The upside likely resides in outside contract firms(problem...

Panacea the Next Big Biotech player

August 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Panacea bags Rs 1,000-crore Unicef contract | www.business-standard.com

Panacea has been building its business slowly & steady in the biotech sector in India. Its cleverly positioned to soon become No.1 player if it continues it current run. Unlike some other players like Biocon, Shanta Biotech etc... what diffrentiate Panacea is their domestic exposure. They are quite...

Glenamrk a good buy during down slides!!!

August 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Glenmark's drug fails clinical trials | www.business-standard.com

The recent news about Glenmark's COPD drug failing Stage II b clinical trial is infact not to good for the company. But we need to understand that current revenues & medium term revenues are not affected by this. The company is sitting on solid fundamentals & is a good back the new reduced valuations!! The...

Genentech and Dako Collaborate To Increase Herceptin Use In Gastric Cancer

August 18, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Dako enters collaboration with Genentech on diagnostic tests for patients with stomach cancer | www.pipelinereview.com

Phase III data presented at ASCO in 2009 demonstrated a benefit for patients with HER-2 overexpressing gastric cancer who received Herceptin.  Dako, the developer of the HercepTest and Genetech, the manufacturer of Herceptin, have joined forces to increase HER2 testing and Herceptin utilization.

Previous Page : 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Next51 to 60 of 1030