Pharmaceuticals // Browsing posts in Pharmaceuticals
Aurinia’s Lupkynis Gaining Traction and Generating High Interest (AUPH)
Research Question: Are Aurinia’s Lupkynis and GSK’s Benlysta for the treatment of LN gaining traction? Are they challenging the standard of care? Is one performing better than the other? Is there a place for both? Companies: AUPH, AZN, GSK By: David Franklin Click here to download report (.pdf) Summary of Findings In this update […]
Exact Sciences Idea Proposal (EXAS)
Will Exact Sciences experience growth by nearly doubling its Cologuard sales team after adjusting its joint sales effort with Pfizer? Report Available: October 7, 2021 The co-promotion and sales deal between PFE and EXAS was once touted as a huge boost that could “permanently alter the trajectory of Cologuard.” That deal has been amended […]
Aurinia Pharmaceuticals Idea Proposal (AUPH)
Will Aurinia’s launch of Lupkynis withstand the challenges of COVID, competition, and the existing standard-of-care to attain significant sales success? Report Available: July 29, 2021 Blueshift’s initial research found AUPH in the early launch stage of its new drug, Lupkynis for the treatment of lupus nephritis (LN). Lupkynis’ approval came on the heels of […]
Slow and Steady Recovery Likely for Axogen (AXGN)
Research Question: Is the stronger-than-expected second-quarter demand Axogen experienced for its nerve regeneration products sustainable? Companies: ABBV, AXGN, HSIC, IART, SYK By: David Franklin Click here to download report (.pdf) Summary of Findings Sources were mixed trending positive regarding Axogen Inc.’s (AXGN) ability to sustain the stronger-than-expected Q2 demand for its nerve repair and […]
Chembio Diagnostics Idea Proposal (CEMI)
How will sensitivity and specificity concerns impact adoption of COVID-19 point-of-care tests? Will Chembio’s DPP COVID-19 System gain and sustain commercial success? Report Available: June 11, 2020 Blueshift’s initial research found the medical/pharma industrial complex engaging in a massive COVID-19 related effort to produce personal protective equipment, coronavirus testing systems and treatments. Over 180 […]
Amarin’s Vascepa Sales Slowed by Sidelined Sales Team, Patent Suit Loss (AMRN)
Research Question: How will Vascepa sales be impacted by a sales force sidelined because of the coronavirus and a patent infringement suit? Companies: AMRN, GSK, HKMPF, RDY, TEVA By: David Franklin Click here to download report (.pdf) Summary of Findings Amarin Corp. plc’s (AMRN) Vascepa will experience a slowdown in sales because of […]
Amarin’s Vascepa Has Blockbuster Potential; Strong Sales & Marketing Needed (AMRN)
Research Question: Will Amarin’s Vascepa become the next blockbuster cardiovascular drug? Companies: AMRN, AZN, GSK By: David Franklin Click here to download report (.pdf) Summary of Findings Amarin Corp. plc’s (AMRN) Vascepa has the potential to become a blockbuster cardiovascular drug, provided its supplemental New Drug Application (sNDA) is approved and the company can mount […]
Demetrix, Amyris among IP Leaders for Biosynthetic Cannabinoids (ACB, AMRS, FONE, GWPH, OGI, TSX;CRON, TSX:IN, TSX:WEED, XON))
Research Question: Which companies own the key intellectual property and have the best path to commercialization for biosynthetic cannabinoids? Companies: ACB, AMRS, CSE:WLLW, FONE, GWPH, OGI, TEVA, TSX:CRON, TSX:IN, TSX:WEED, XON By: Seth Agulnick Click here to download report (.pdf) Summary of Findings A co-founder of Demetrix Inc., the chief science officer of Aurora […]
Amarin Idea Proposal (AMRN)
Will Amarin’s Vascepa become the next blockbuster cardiovascular drug? Report Available: September 5, 2019 Blueshift’s initial research found AMRN with its one drug portfolio, Vascepa, growing sales and gearing up for major expansion. Vascepa, an omega-3 acid know as EPA, is derived from fish and has been on the market since 2012 for reducing […]
Aerie Pharmaceuticals’ Rhopressa and Rocklatan Will Gain Share, But Slowly (AERI)
Research Question: Can Aerie’s new glaucoma drugs gain share in a market loaded with generics? Will Aerie’s offerings keep pace with or exceed Bausch’s Vyzulta? Companies: AERI, AGN, BHC By: David Franklin Click here to download report (.pdf) Summary of Findings Aerie Pharmaceuticals Inc.’s (AERI) Rhopressa and Rocklatan will gain share in the generic-dominated […]
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