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Pharmaceuticals  // Browsing posts in Pharmaceuticals

Aegerion Pharmaceuticals Whisper

Aegerion Pharmaceuticals Whisper

Research Question: Is the leveling off of Aegerion’s Juxtapid sales permanent or will sales growth return? Companies Covered: Aegerion Pharmaceuticals (AEGR), Isis Pharmaceuticals, Inc. (ISIS), Sanofi (SNY) Report Available: July 16, 2014   Blueshift’s initial research reveals Juxtapid sales slowing, possibly due to a smaller-than-expected patient population and cheaper alternatives, though the company received praise for […]

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Generic Drug Joint Purchasing Will Squeeze Manufacturers

Research Question: Will joint drug-purchasing agreements made by the largest pharmaceutical retailers and distributors achieve generic-drug price reductions? How will the generic drug channel be affected? Companies: ABC, ACT, BOM:500359, BOM:524715, CAH, COST, CVS, ESRX, KR, MCK, MYL, NVS, RAD, SWY, TLV:TEVA/TEVA, TSE:CTT, WAG, WMT By: David Franklin Click here to download the report (.pdf)   Summary of Findings […]

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Generic Drug Whisper

Generic Drug Whisper

Research Question: Will the recent joint drug-purchasing agreements by the largest pharmaceutical retailers and distributors achieve anticipated generic drug price reductions, and how will the generic drug channel be impacted? Companies Covered: Actavis (ACT) AmerisourceBergen (ABC), Cardinal Health (CAH), Celesio (CLSI.HM), CVS Caremark (CVS), Express Scripts (ESRX), Hospira (HSP), McKesson, (MCK), Mylan, (MYL), Novartis (NVS), Rite Aid (RAD), Teva […]

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Teva Turnaround Challenging But Likely with New CEO and Strong Initiatives

Research Question: Can Teva’s new CEO unify the company with a solution for its proprietary and generics businesses? Companies: ACT, ANIP, BIIB, BOM:524816, CAH, ETR:BAYN/BAYRY, MNTA, MYL, PATH, PFE, TLV:TEVA/TEVA By: David Franklin Click here to download the report (.pdf)   Summary of Findings Specific awareness of Teva Pharmaceutical Industries Ltd.’s (TLV:TEVA/TEVA) new CEO Erez Vigodman was limited, but […]

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Teva Pharmaceuticals Whisper

Teva Pharmaceuticals Whisper

Research Question: Can Teva’s new CEO unify the company with a solution for its proprietary and generics businesses? Companies Covered: Teva Pharmaceuticals (TEVA) Report Available: January 31, 2014   Blueshift’s initial research shows Teva at a crossroads as it hires its new CEO, with the company divided on whether to emphasize its lower-margin yet more dependable […]

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Catamaran Poses Challenge to CVS, Express Scripts, OptumRx

Research Question: Is Catamaran Corp. a viable PBM alternative to CVS and Express Scripts? By: David Franklin Companies: CTRX, CVS, ESRX, UNH, WAG Click here to download the report (.pdf)   Summary of Findings Twenty-one of 27 sources view the Catamaran Corp. (CTRX) as a viable pharmacy benefits manager (PBM) competitor to industry leaders Express Scripts Holding Co. […]

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DexCom CGM Must Link with Insulin Pump to Gain Share (DXCM)

Research Question: What percentage of the Type 1 and 2 diabetics will use some type of continuous glucose monitoring (CGM) and in what time frame? What are the competitive threats to the DexCom device? By: David Franklin Companies: ABT, DXCM, EPA:SAN/SNY, JNJ, MDT, PODD, ROG.VX Click here to download the report (.pdf)   Summary of Findings Widespread adoption […]

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Elan’s AD Drugs Hold Potential, MS Drug Tysabri Mired by Rep (PRGO)

Research Questions: Will ELND005 and bapineuzumab (bapi), Elan’s pipeline treatments for Alzheimer’s disease, receive FDA approval and become blockbusters? Also, will the availability of a blood test and a treatment for the John Cunningham virus lead to increased sales for the multiple sclerosis drug Tysabri? By: David Franklin Companies: BAX, BIIB, ELN, EPA:SAN/SNY, ETR:BAYN/BAYRY, FRX, JNJ, […]

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Neurocrine’s Elagolix Eagerly Awaited (NBIX)

Research Question: If approved by the FDA, what effect will Neurocrine’s Elagolix have on current treatments for endometriosis, and will it achieve blockbuster status? By: David Franklin Companies: ABT, LON:AZN/AZN, NBIX Click here to download the report (.pdf)   Summary of Findings Neurocrine Biosciences Inc.’s (NBIX) Phase II experimental drug Elagolix, if approved by the Food and Drug […]

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Bristol-Myers Squibb’s Ipilimumab Update (BMY)

Research Question: With the March 26 PUDFA date approaching, is ipilimumab (IPI) still on track to become a first-line treatment and possibly much needed blockbuster drug for Bristol-Meyers Squibb? Companies: Bristol-Myers Squibb Co. (BMY) Click here to download the report (.pdf)   Summary of Findings Update Two European physicians interviewed think ipilimumab will be approved by the […]

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