Use access key #2 to skip to page content.

TMFHelical (98.97)

New Drugs - Not on the Upswing

Recs

1

February 05, 2007 – Comments (0)

An annual article run in Nature Reviews Drug Discovery commented on the new drug approvals in 2006.

http://www.n.../nrd2247.pdf

May require registration with Nature (but Free)

2006 saw essentially the same number of new medicines approved as 2005 (18 NCEs) and a couple additional biologics (BLAs). A sharp drop from the 31 in 2004. Included ion this list are couple of offerings from Pfizer and Merck (and curiously L'Oreal - Hmmmm, perhaps this should be looked at).

but the heck with 2006, what's on the plate for 2007. There is comment on this as well. Novartis has a diabetes treatment (vildagliptin) that will have to compete with the similar product Merck got out in 2006 (Sitagliptin), it has a hypertension drug and a kinase inhibitor for oncology lined up as well. Lilly too has a diabetes treatment that didn't make it out in 2006. GSK has Tykerb on the docket for oncology. Perhaps Neurocrine can get finally approval for insomnia drug Indiplon?

Dandreon's cancer vaccine could represent an interesting new therapeutic mode - but fooling with the immune system can be sticky business (just ask them in the UK).

Should be a good year for Novartis. Maybe we'll see progress on biogeneric approval (FDA guidance) which should benefit Novartis as well.

I still like GSK, but perhaps I should do a retake on 'The best drug for 2007'.

And P.S. - if I wanted to own Genentech (contest winner), I'd likely still look for a way to own Roche instead.

Ralph (Zz)

0 Comments – Post Your Own

Featured Broker Partners


Advertisement