Innovative and improved drugs therapies developed through novel target discovery and technology platforms have originated from the backyards of small research focused companies (Rising Stars, RS, non-profitable biotech companies). The universe continues to grow despite the high risk and the wait to transform into a successful profitable Mature Biotech is long. 2012 saw new drugs approvals for unmet needs, first in class drugs for Anti-obesity, Myelofibrosis, cancers and better drug options for HCV, RA, MS, psoriasis, HCC, dyslipidemia etc. We expect approval of better drugs for bad bugs, targeted therapies for cancer, Alzheimers, antivirals and orphan diseases in the next five years.
Despite negative outcome of pivotal
clinical trials or ruling by the FDA, no one (investors and large
pharma/biotech companies) have given up on innovation which is reflected in the
healthy cash position within the sector. Hope of resurrection will prevail in
the next five years and successful commercialization of anti-obesity,
dyslipidemia etc. could boost the Rs. sector. The expectation bar of investors
for M&A is on the rise and with several Rs. companies accepting the
challenge of marketing drugs on their own. Coming years will witness a mix of
both- acquisitions as well as entering the Mature Biotech club. The race in
innovations is killing newly launched novel drugs (ex. INCIVEK protease
inhibitor for HCV) and patents do not offer protection from competition by
better drugs in development. Diversified strategies will be essential both for
the small and big players to mitigate these challenges as the life cycle of new
drugs may be shorter than before in some therapy areas.
The New Avatars of Microbes is a growing
threat world wide and we expect GAINS for companies focused in the
anti-infective therapy class. Pill vs. Prick- is gaining popularity as new oral
options are entering the market for RA, Psoriasis, MS etc. Pricing and
experience of patients and physicians will drive compliance and define market
opportunity of these drugs. Orphan disease focus will continue to remain
attractive and success of Eteplirsen (PhII, Sarepta) for the treatment of
Duchenne muscular dystrophy (DMD) and other antisense, RNAi drugs in the
pipeline could see the final maturing of oligonucleotide based drug therapies.
Global Biopharmaceutical Outlook
2013 of the Rising Stars sector released by MP Advisors provides an in depth
analyses of biotech companies and their drug pipeline amidst competition and
dynamic regulatory environment. The report discusses the competitive landscape
of the targeted therapy areas and the innovative strategy each company is
deploying to surmount challenges and remain attractive for acquisitions, partnerships
or march toward profitability. Sum of parts valuations of drugs in the pipeline
are included after factoring clinical development risks and competition. Risk
reward analyses of important upcoming milestones of the companies are included
which should help fund managers as well as pharma company management to make
critical decisions.
The detailed 109 pages report contains:
* Macro Analysis
* Report Card of MP Advisors
Recommendation of 2012
* Top Picks for 2013
* Select Drug Approval in 2011-12 and
Drug Launches in 2013-14
* Select Mid To Late Stage Drug
Disappointments
* Cash Balance of Select Rs.
Companies
* Challenges and Unmet Need of
Innovators - Launched and Pipeline Unpartnered Compounds
* Resisting resistance - Emergence
of Bad Bugs - GAIN Act
* New Targets And Drugs For Bad Bugs
* Select Mid To Late Stage
Anti-Infective Pipeline For Serious Hospital Infections
* Retrograde Evolution- Where
Innovation is Killed by Innovators
* Oral vs. Injectables - Select Oral
RA Drugs in Development.
* In-depth Company Analysis and
Reports on
* Top Picks
* Cempra - GAIN from Drugs for Bad
Bugs
* Galapagos - GLPG0634 Excels vs.
all JAK Inhibitors for RA.
* Incyte - JAKAFI/ JAKAVI Approved
for Myelofibrosis and Drugs in Pipeline -Drivers of Growth
* Morphosys - Maturing Pipeline and
Partnering/Acquisition in the Offing
* Outperforms
* ArQule - Failure in NSCLC -
Disappointing but Not The End for Tivantinib
* Basilea - Ceftobiprole + Early
Stage Pipeline Remains A Free Option!
* Medivir - Simeprevir in the HCV
Race - Value Un-Appreciated!
* Rigel - Be in SyK (for RA)-
Positives Coming Ahead
* SymBio - Novel Oncology Drug
Portfolio Available as a Free Call Option!
* Trius - Partnering or Buy Out on
the Cards.
* Vivus - Marketing Anti-obesity
Drugs -Where Being First Has not Helped
* Market Performs
* Amarin - VASCEPA - Left to Fend on
its Own!
* Aveo - Tivozanib - Wait May be
Longer!
* Halozyme - rHuPH20 Benefits for
Chronic Use - Still Under Scrutiny
* Immunomedics - Lack of Catalysts
in Near Term
* ISIS - What More is Left Beyond
KYNAMRO?
* Industry Tables
* Drug Clinical Milestones
* Drug Launch Table- 2013
* NPV Valuation
To order this report:
Email: customerservice@researchonglobalmarkets.com
US:
+1 800 986 6819
UK: +44 203 514 2363
India: +91 22 4098 7600
SOURCE: Researchonglobalmarkets.com
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