| Eli Lilly Sets Plans for Emerging Markets Eli Lilly & Co. plans to double its sales in emerging markets over the next five years by expanding promotion of its drugs and potentially making strategic acquisitions. online.wsj.com |
Mannkind Corp. Q2 2010 Earnings Call Transcript Mannkind Corp. (MKND) Q2 2010 Earnings Call August 2, 2010; 09:00 am ETComplete Story » seekingalpha.com |
Pfizer's Failure Provides Clarity for ArQule Ohad Hammer submits:Monday Pfizer (PFE) announced that Sutent failed to prolong survival of lung cancer patients when given in combination with Tarceva. The drug led to an increase in progression free survival (PFS), which was the secondary endpoint of the study. The results are not published and there are several open questions such as the extent of PFS improvement, benefit across different subtypes and use of Sutent in patients from the placebo cohort after progressing on Tarceva. Nevertheless, chances to see Sutent+Tarceva as a standard of care for 2nd/3rd line NSCLC are slim.Pfizer’s failure provided some clarity for Arqule (ARQL) and its partner Daiichi Sankyo (DSKYY.PK), who plan to initiate a phase III study for ARQ-197 in combination with Tarceva. The indication Arqule is pursuing is very similar to that pursued by Pfizer, so had the Sutent trial been successful, it would have adversely affected ARQ-197’s prospects in general and potentially the required clinical route.Complete Story » seekingalpha.com |
Analyzing Major Big Pharma Players Using Relative Valuation According to IMS Health, the global market for pharmaceuticals is expected to grow at an annual rate of 5 to 8 percent and reach $1.1 trillion by the year 2014. Unfortunately, outside of some mutual funds, I do not have any exposure to this sector in my personal account. In addition to scope for capital appreciation (based on sector growth), many of the big pharma firms also offer an attractive dividend. In the next few articles, I will attempt to determine the valuation and investment potential for the pharma companies currently present in my watch list and hopefully add the most attractive companies to my portfolio. This article presents the relative analysis results conducted for 6 major drug companies namely Abbott Laboratories (ABT), Merck & Co. (MRK), Bristol Myers Squibb (BMY), Eli Lilly & Co. (LLY), GlaxoSmithKline (GSK), and Novartis (NVS). Complete Story » seekingalpha.com |
Seattle Genetics: Strong Immunotherapy for Your Portfolio M.E. Garza submits: By Patrick CrutcherComplete Story » seekingalpha.com |