Saturday, October 27, 2012

Amarin's Potential Suitors


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Amarin has been in negotiations for a potential transaction (likely an all cash-out acquisition) for a long time. I speculate below are some of the potential suitors.


Potential Suitor  Product to be replaced/protected Product sales in US
Glaxosmithkline Lovaza. Patent expires in 2013 Approx $1 billion
Abbott Fibrates Approx $1 billion
Abbott Niaspan failed to demonstrate improved CV outcomes over statin therapy Approx $1 billion
Pfizer Several generics entered Lipitor in June 2012 and eroded this franchise Approx $9b (2011)
Astrazeneca Crestor is still under Patent protection until 2016. A combination product of Vascepa and Crestor could protect this franchise before Crestor's patent expiry. Approx $5.7b (2011)


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Thursday, October 25, 2012

Fusilev Sales Trends


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Medicoinvestor posted this interesting Fusilev sales trend chart that correlates actual sales of Fusilev to what is reported in WK.  Q3 looks positive based on this trend.

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Sunday, October 21, 2012

Spectrum DD Links


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"The median PFS and OS were 2.64 and 6.60 months, respectively. Exploratory analysis revealed that disease stabilization rate (complete response plus PR plus SD) in tumors having high and low HR23B histoscores were 58% and 14%, respectively (P = .036). CONCLUSION Epigenetic therapy with belinostat demonstrates tumor stabilization and is generally well-tolerated. HR23B expression was associated with disease stabilization."

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