Some Drug Data and Housekeeping
First, I am still intending to follow-up the 'Invest in Biotech CROs' blog. I'm combing through some lists from industry mags I subscribe to - but the vast vast majority of these companies are private. Bummer. So I'll likely describe the process then comment on the public companies that participate.
Now for drug data. I want to post (more for my own access) some lists. The first is the list of top 200 brand name drugs listed by sales. This is from industry mag 'Drug Topics' - a freebie directed to pharmacists. The list gives the drug name, sales in thousands, and % change in sales yoy (pdf).
Lipitor is still well on top. But it is headed for expiration (2010) as many know. This brings us to the second list, drug patent expirations. It is a list of branded drugs coming off patent in 2008 and 2009 (pdf).
Note the lists include 6 top 20 (in sales) drugs. Advair, Lamictal (GSK), Topomax (JNJ), Risperdal (Janssen), Effexor XR (Wyeth), Prevacid (TAP). GSK has 7 entries on the 2 year list including also Valtrex (22 in sales), Avandia (29) and Imitrex (40). GSK has a great pipeline in my opinion, but best to wait on this investment (I used to own it and will likely again).
This second list was in a supplement that had a few articles on the generic industry. If there was an index of generic companies, I would be bullish on it (how did Healthshares miss this niche). I should add a few more generics companies to my CAPS port.
Let me end with an anecdote only a pharma guy could love. The recent issue of Drug Topics arrived today. Stuck on the front was an advertisement for an SSRI (antidepressants) drug - Lustral as I recall. Peel back the advertisement to get to the issue and you find the lead story is "Medicating Kids: Still More Questions than Answers". It doesn't get any more ironic. Worth a read if you have questions on this (as I do).
One last list - top 20 pharmas in terms of sales dollars (pdf).