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EBIWendy

  1. Andreotti@SFB: BMS 2 stay in primary care, but will partner, as w/ Eliquis & 2 diabetes drugs, & will b more sophisticated re doc relations
  2. Lamberto Andreotti @SFB says not optimistic about Europe, sees need 2 intensify BMS operations in China, Japan, Korea, where growth will be.
  3. Sun Pharma's New CEO Israel Makov took Teva from$2.5B to $9.4B in 5yrs. See Vikas Dandekar's story in PharmAsiaNews is.gd/1MlTx8
  4. Where to prioritize resources: India's competitive edge in innovation in oncology now: computational powers, cell therapies, and diagnostics
  5. Convergence, reverse innovation, funding for Indian start ups are themes of USAICC today, but it's a slow process
  6. About 10% of Indian population can afford expensive cancer drugs -- Rakesh Jain of MGH @USAICC in Boston. Can India find alternatives?
  7. @USAIndiaChamberofCommerce meeting in Boston for dynamite speaker line up on US -India R&D innovations & collaborations..stay tuned
  8. U.S. Q1 Lipitor $$ was $383m; Pfizer says successful--share was 2.5x other LOE analogs @5mos. But @what cost? Learnings for Plavix, Diovan?
  9. How pharma can bridge payor info gap by Easton Associates in Feb. 2012 IN VIVO: bit.ly/IEPjXX.
  10. Correx:16% of 24 Rx reviewed by French HAS bet. 2008-2010 had major benefit, says Easton Ass. More on payor-Rx info gap bit.ly/IEPjXX
  11. Only 10% of 24 new drugs reviewed by French bet. 2008-2010 got high HAS rank & unrestricted reimbursement according to Easton Assoc. study.
  12. More on CATT: Hard to say if very incremental safety-efficacy improvement will help brand growth but insight likely at AVRO this weekend.
  13. 2-yr CATT data out, shows near=efficacy for Avastin & Lucentis, monthly doses of either yields bit better vision>as needed. Helps Regeneron?
  14. With $200M sales in Q12012 NVS says Galvus on track to be $1B drug. Other $1B+ drugs from MNCs that R big ex-US but hit US regulatory snafu?
  15. WW biosimilars sales to reach 50% CAGR, from $0.5B (2011) to $15-$20B (2020). NVS says Sandoz to be #1, unlike competitors not need partners
  16. @LifeSciVC totally agree - but the aim is to try not to give up your lead program, although that's hard if you have a limited pipeline
  17. For biotechs looking to raise $$, venture capital cost of capital is 3X more than partnering, says MedImmune's Laufer at PSO
  18. In last 2 years, MRK has done 15 out-licensing deals, all to venture capitalists, expects to do even more in 2012, says Chatterjee.