Celltrion: Understanding Inflectra's U.S. Challenges
Celltrion Inc (068270 KS) 's Inflectra (biosimilar of Remicade marketed in the U.S.) has struggled to gain a foothold in the market since its...
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BAN2401 Detailed Data Presented at AAIC 2018 Validates Our Initial Concerns
Background - Eisai Co Ltd (4523 JP)Â on December 21, 2017, announced that 12 months data on BAN2401 did not meet its primary endpoint (link),...
570 Views
Takeda/Shire II:Â Drugs, Divvies, and AGM Votes
In Takeda/Shire I : On Drug Deals and Deckchairs I discussed the Drug Deal (the terms to the deal) and the Deckchairs - the significant reshuffling...
487 Views
Innovation to Help Maintain HIV Franchise Market Share and Weather Harsh Domestic Market Conditions
Continuous innovation at HIV Franchise to not only help defend market share…. Concerns about competition from Gilead Sciences Inc (GILD US)'s,...
297 Views
A Conversation with Biogen
Biogen Inc (BIIB US) is Samsung Biologics Co., Ltd (207940 KS) 's minority (5.4%) partner in the Samsung Bioepis JV that manufactures and sells...
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