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Pharmaceuticals  // Browsing posts in Pharmaceuticals

Seres’ SER-109 Likely Will Be the First Microbiome Therapy to Market

Research Question: Will Seres Therapeutics’ SER-109 be the first approved and best microbiome therapy to treat Clostridium difficile infections? Companies: ALIOF/VTX:ATLN, MCRB, MRK, NVS, PFE, SHPG, SNY, SYN By: David Franklin Click here to download the report (.pdf)   Summary of Findings Seres Therapeutics Inc.’s (MCRB) Phase 2 drug, SER-109, is expected to be the first […]

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Seres Therapeutics Idea Proposal

Seres Therapeutics Idea Proposal

Research Question: Will Seres Therapeutics’ SER-109 be the first approved and best microbiome therapy to cure Clostridium difficile infection? Report Available: October 1, 2015   Blueshift’s initial research shows MCRB’s SER-109 garnering much support from Wall Street and the FDA,which should hasten its time to market. Given SER-109’s exceptional 97% cure rate for the infectious CDI, MCRB hopes […]

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Well-Received Zarxio Will Pave Way to Eventual Wide Biosimilar Adoption

Research Question: Will Sandoz’s (Novartis) Zarxio, the first biosimilar approved by the FDA, be widely adopted by the medical and managed care community and pave the way for future biosimilars? Companies: AMGN, BOM:500359, EPRS, ESRX, HSP, KOSDAQ:068270, NVS, MRK, PFE By: Linda Richards Click here to download the report (.pdf)   Summary of Findings Adoption of […]

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Biosimilars Whisper

Biosimilars Whisper

Research Question: Will Novartis’ Sandoz Zarxio, the first biosimilar approved by the U.S. FDA, be widely adopted by the medical and managed care community and pave the way for future biosimilar drugs? Companies Covered: Amgen (AMGN), Novartis AG (NVS), Hospera (HSP), Celltrion (068270.KQ), Merck (MRK), Express Scripts (ESRX) Report Available: May 21, 2015   Blueshift’s […]

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Teva’s Long-Term Success Will Depend on Strategic Acquisitions

Research Question: Will Teva’s growth initiatives be enough to overcome the Copaxone patent cliff and increasing generic drug competition? Companies: ACT, AZN, BIIB, HSP, MYL, NVS, PFE, SLXP, TSE:VRX, TLV:TEVA By: Linda Richards Click here to download the report (.pdf)   Summary of Findings Ten sources who commented offered mixed responses on the likelihood of Teva Pharmaceutical Industries […]

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Teva Pharmaceuticals Whisper

Teva Pharmaceuticals Whisper

Research Question: Will Teva’s growth initiatives be enough to overcome the Copaxone patent cliff and increasing generic drug competition? Companies Covered: Teva Pharmaceuticals (TEVA), Novartis AG (NVS), Mylan (MYL) Report Available: March 25, 2015   Blueshift’s initial research shows Teva’s highly profitable MS drug, Copaxone, is nearing the patent cliff, though its patent-protected reformulation of […]

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Current Exparel Users Satisfied; FDA Concerns Create Potential Hurdles

Research Question: Has the FDA warning letter negatively affected use of Pacira Pharmaceutical’s Exparel? Companies: HCA, HYH, PCRX By: Linda Richards Click here to download the report (.pdf)   Summary of Findings Two distinct schools of thought on the impact of a September FDA warning letter to Pacira Pharmaceuticals Inc. (PCRX) emerged in this report. Industry specialists […]

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Pacira Pharmaceuticals

Pacira Pharmaceuticals

Research Question: Has the FDA warning letter negatively impacted Pacira Pharmaceutical’s Exparel use? Companies Covered: Pacira Pharmaceuticals (PCRX) Report Available: Nov. 26, 2014   Blueshift’s initial research shows the FDA warning letter may be hampering Exparel use while the company awaits FDA approval for a nerve block indication.   Observations PCRX is a specialty pharmaceutical […]

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Market Conditions Prime for More Generic-Drug Price Increases

Research Question: Will declining competition and supply shortages in the generic drug segment continue to drive up prices, or will third-party payers, the FDA and Congress intervene? Companies: ABC, ACT, CAH, CVS, IPXL, LCI, MCK, MYL, RAD, TLV:TEVA, TSE:ENL, WAG, WMT By: David Franklin Click here to download the report (.pdf)   Summary of Findings The trend […]

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Generic Drug Pricing Whisper

Generic Drug Pricing Whisper

Research Question: Will declining competition and shortages in the generic drug segment continue to drive up prices, or will third-party payers, the FDA, and congress intervene? Companies Covered: Endo International plc (ENDP), Lannett Company, Inc. (LCI), Mylan Inc. (MYL), Actavis PLC (ACT) and Teva Pharmaceutical Industries Ltd. (TLV:TEVA/TEVA) Report Available: October 3, 2014   Blueshift’s initial research shows generic […]

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