Pharmaceutical Distribution & Licensing Opportunities - Pharma Connections Worldwide

OPPORTUNITY! We are looking for Partners to introduce our brand new and innovative line of products in ORAL REHIDRATATION.

2012-05-15T22:22:38.031Z

Rehidrata is a line of product for oral hydration. Available for hospitals and pharmacies formats. Perfect treatment for patients with Dysphagia. Rehidrata isa brand new product with no competence.

For more info please contact me: david.lecha@medicaldiagnostica.com

http://www.pmfarma.es/noticias/14237-la-deshidratacion-en-el-ambito-hospitalario-mejora-con-la-puesta-en-el-mercado-de-la-nueva-linea-de-rehidratacion-oral-de-la-marca-rehidrata.html

GILEAD - After HIV -Poised to Deliver the Best Anti-Viral Treatment Options for HCV!

2012-05-05T06:25:35.976Z

Gilead’s supremacy in the HIV space in 2012-18 should remain intact with the successful launch of Complera/Eviplera and Quad Pill. At EASL ‘12, impressive data from ELECTRON and QUANTUM study of GS-7977+RBV (PhII, HCV) promises of a possibility of GT1 pts to be cured with a 12-week treatment of GS-7977 (QD) and ribavirin. GS-7977 in combination with BMY’s daclatasvir (NS5A inhibitor, PhII) showed 100% of SVR4 and GILD has an option to take future development with own NS5A inhibitor. GILD’s other acquisition have started yielding results with couple of compounds reaching in to mid to late stages of clinical development…… For more detail, please read our report released on 3rd May, 2012 on Gilead titled “After HIV -Poised to Deliver the Best Anti-Viral Treatment Options for HCV!”GILEAD - After HIV -Poised to Deliver the Best Anti-Viral Treatment Options for HCV!

INCYTE: JAKAFI / JAKAVI to Drive Sustainable Profitability

2012-05-05T06:24:30.750Z

Incyte (INCY) reported net revenues of $19.3m of the only approved drug for Myelofribrosis (MF), JAKAFI / JAKAVI (ruxolitinib, JAK 1/2 inhibitor, PhII/III in PV/ET; partnered with Novartis for Ex-US rights) in the 1Q12. We expect strong but gradual uptake in “intermediate or high-risk” pts (80-90% of all MF pts) based on its compelling efficacy and safety data. Label expansion in other Myeloproliferative Neoplasms’ (MPN) indications: Advanced Polycythemia Vera (PV, PhIII) and Essential Thrombocythemia (ET, PhII) should bring INCY closer towards profitability. Support of two global partners – Novartis and Lilly and upcoming catalysts in 2013, INCY is … For more details, please read our report released on May 2, 2012 on INCY, titled “JAKAFI / JAKAVI to Drive Sustainable Profitability”INCYTE: JAKAFI / JAKAVI to Drive Sustainable Profitability

REGENERON - A Myriad of Opportunities - EYLEA (AMD, CRVO) + ZALTRAP (mCRC) + ARCALYST (Gout)

2012-05-05T06:21:58.981Z

An exceptional sales of EYLEA (VEGF Trap-Eye, L in US, partnered with Bayer for Ex-US, wet AMD) - $124m in 1Q12 and ~$150m since its approval (in Nov. ’11) reflects a market share of 12% of treatment-naïve pts and ~10% of the anti-VEGFs (Lucentis, Avastin) market. We expect the favorable sales trajectory to continue on the back of further market share gain and label expansion in CRVO (central retinal vein occlusion, PDUFA: Sept. 23, 2012). Besides Eylea, approvals of ZALTRAP (R, for mCRC, PDUFA: Aug. 4, 2012) and ARCALYST (R, for prevention of gout flares, PDUFA: July 30, 2012) should boost growth and revenues. REGN’s Evergreen Asset –Biologics focused technology platform, 10 monoclonal antibodies in early- to mid-stage development besides the launched and late stage pipeline continue to hold investors’ interest! To know more about marketed and pipeline potential, please read our report, released on May 1, 2012 on REGN, titled “A Myriad of Opportunities – EYLEA (AMD, CRVO) + ZALTRAP (mCRC) + ARCALYST (Gout)”.REGENERON - A Myriad of Opportunities - EYLEA (AMD, CRVO) + ZALTRAP (mCRC) + ARCALYST (Gout)

VERTEX PHARMA - KALYDECO Uptake Balances INCIVEK Disappointment - 2012 Guidance Achievable!

2012-05-05T06:20:27.217Z

Vertex (VRTX) 1Q12 earnings highlighted robust KALYDECO sales (L in US, CF pts with G551D mutation), offsetting the disappointment from INCIVEK sales (L, HCV). VRTX has accelerated the pace of developing IFN-free drugs to remain in the race for better HCV drugs. PhII data from KALYDECO and VX-809 (CFTR Corrector) study that is evaluating pts with two copies of the ΔF508 mutation is expected in mid ’12 and VRTX also plans to begin three additional pivotal studies of KALYDECO to target CF pts with R117H mutation and in gating mutations other than G551D where CFTR proteins are present at the cell surface but do not function properly. VRTX has several other drugs in the pipeline besides its positive cash flow and this should enable it to “buy” opportunities…. For more detail, please read our report released on 1st May, 2012 on Vertex titled “KALYDECO Uptake Balances INCIVEK Disappointment - 2012 Guidance Achievable!”VERTEX PHARMA - KALYDECO Uptake Balances INCIVEK Disappointment - 2012 Guidance Achievable!

BIOCON, Exposed To Statin Hit and R&D Expenses

2012-05-05T06:17:21.242Z

The increase in sales is because of high growth in Insulin sales in India (probably due to Pfizer’s marketing) and also growth in immunosuppressant sales. Licensing fees at Rs. 463m too remained higher than our estimates.
The earnings outlook still remain dismal due to (1) Licensing income to remain neutral to bottomline. (2) pressure on API simvastatin sales likely post 180-day exclusivity of generic Atrovastatin. BIOS’ US partner for Atorvastatin has yet not received approval and (3) R&D expense (ex-biosimilar insulin) to increase.
Although the earnings outlook remains subdued, it seems to be largely discounted into the current stock price. We however, kBIOCON, Exposed To Statin Hit and R&D Expenseseep Market Perform rating due to lack of visible upside triggers.

Sanofi Q1-2012 results shines on Lantus outperformance, but we see risk to their medium term guidance

2012-05-05T06:13:03.603Z

Sanofi Q1-2012 results shines on Lantus outperformance, but we remain concerned on their medium term guidance
SAN posted Q1-2012 results, with sales and business EPS growing 7% and 7.2% (CER) respectively. The sales growth was 3% above our estimates driven by a very strong performance of Lantus. Sales in China grew 24.1%, primarily driven by growth from Lantus and Plavix. SAN has reiterated its guidance for the year, and we expect SAN to end the year at the upper end of the guidance (5.85).
Important Catalysts to watch out this year
1. Outcome data from ORIGIN trial – A positive outcome would strengthen Lantus positioning vis-à-vis competition. An interim analysis did not show cancer risk.
2. 4th August 2012, PDUFA on Zaltrap in treatment failure metastatic colorectal cancer – We forecast $250m in peak sales from this indication and potential threat from a label expansion for Avastin in colorectal cancer as treatment through multiple lines.
We see potential risk to SAN achieving its medium term guidance,
We see potential risk to Lovenox sales growth in Europe from Xarelto / generic copies, slowdown in Lantus sales with launch of IdegLira, Insulin Degludec, and launch of weekly GLP-1’s, Brilinta launch in China, should also impact Plavix growth and Lemtrada may face a delay in approval.Sanofi Q1-2012 results shines on Lantus outperformance, but we see risk to their medium term guidance

CELGENE – Revlimid Sales Disappoints, but Long Term Prospects Intact!

2012-05-05T06:11:41.403Z

Though Q1’12 earnings were disappointing (flat growth of Revlimid), we expect Celgene (CELG) should able to meet its FY12 guidance (Total rev.: $5.4-$5.6b and EPS: $4.7-$4.8) based on international growth including Japan. Label expansion of Revlimid, approvals of Pomalidomide (R, RRMM and myelofibrosis) and Apremilast (PhIII, Psoriasis; PhII, RA) should accelerate the pace in 2013 and beyond. CELG continues its investment in novel R&D, e.g., recent collaboration agreement with Epizyme (upfront: $90m + milestone payment: $160m + up to double-digit royalties on ex-US sales) to develop personalized onco therapeutics, leveraging its novel epigenetics’ platform – Histone MethylTransferases (HMTs) inhibitor and... For more detail on acquisition and pipeline potential, please read our report released on 27th April, 2012 on CELG titled, “Revlimid Sales Disappoints, but Long Term Prospects Intact!

CELGENE – Revlimid Sales Disappoints, but Long Term Prospects Intact!

DAIICHI SANKYO – Acquiring Xinshengyuan – A Little Step Forward in China Aims at Multiple Objectives!

2012-05-05T06:09:42.237Z

Daiichi Sankyo’s (DS) announcement to take over Shanghai Xinshengyuan Pharmaceutical Group in China thru its Chinese subsidiary Daiichi Sankyo (China) Holdings Co., Ltd. came as a surprise last week. Xinshengyuan is largely a distributing company which also imported and distributed RBXY products in China. At first sight, DS seems to be taking control over RBXY products in China but the implications of this deal could be manifold and aims at long
term objectives.

DAIICHI SANKYO – Acquiring Xinshengyuan – A Little Step Forward in China Aims at Multiple Objectives!

ALEXION: Soliris’ Label Expansion & Diversification to Perk ALXN Up!

2012-05-05T05:58:21.704Z

An another impressive quarter – robust sales in Paroxysmal Nocturnal Hemoglobinuria (PNH), steady uptake in atypical Hemolytic Uremic Syndrome (aHUS) indication, and label expansion in other rare and high unmet need indications of Soliris; we expect the growth trajectory continues in the long term. Positive PhII clinical data of Asfotase alfa (ENB-0040, PhII/III, hypophosphatasia, HPP) justifies the acquisition of Enobia and thus, ALXN’s diversification strategy. ALXN’s experience in developing and marketing orphan drugs should intact its value, despite any disappointments… For more details, please read our report released on April 25, 2012 on ALXN, titled “Soliris’ Label Expansion & Diversification to Perk ALXN Up!”Alexion, Acute Hormonal Rejection, Atypical Hemolytic Uremic Syndrome (aHUS), Dry AMD, Eculizumab, ENB-0040, Label expansion, Myasthenia Gravis, Neuromyeletis Optica, Paroxysmal Nocturnal Hemoglobinuria (PNH), Soliris, Asfotase alfa, Enobia, STEC-HUS, Hypophosphatasia (HPP)