Cover Image
Market Research Report

Mature Biotech Outlook 2015: New Therapy Ventures Pave the Way for Success

Published by MP Advisors Product code 295956
Published Content info 90 Pages
Delivery time: 1-2 business days
Back to Top
Mature Biotech Outlook 2015: New Therapy Ventures Pave the Way for Success
Published: January 26, 2015 Content info: 90 Pages

All biotech companies - Gilead (GILD), Amgen (AMGN), Biogen Idec (BIIB) and Celgene (CELG), in past year, have given a positive return and hence increased the interest of biotech investors. These companies have been able to select therapy/niche indication where the high treatment cost justifies the need. While large pharma companies are active in M&A deals, the Mature biotech companies are sticking to its core expertise and venturing into unexplored/new therapy; e.g., GILD in anti-cancer and BIIB for hemophilia. Alike small molecule generics, biosimilar will also get easier and getting similar pace of recognition in coming years; where AMGN, BIIB already started investing in this space and can emerge as a big player in coming years.

REGN, ALXN, and VRTX have transformed into a large-cap mature biotech companies. Whether these three will be acquired or will remain independent and evolve in next giant is still a question, but both the cases present a good investment opportunity for those who willing to hold them for next five years.

GILD has announced the dividend payment and now all eyes will be on CELG and BIIB.

Table of Contents
Product Code: 4479

Table of Contents

In-depth Company Analysis and Reports on:

1. Acorda Therapeutics - Neurological Pipeline Getting Bigger

  • Key Pipeline Drugs
    • a. CVT -301 (PhIII, OFF episodes of Parkinson's disease)
    • b. Dalfampridine (PhIII, post-stroke walking deficits)
    • c. rHIgM22 (Remyelinating mAb, PhI)
    • d. Glial Growth Factor 2 (neuregulin, PhI, GGF2)
  • Other Programs in the Pipeline - Future Uncertain

2. Alexion Pharma - Pipeline Maturity will witness a Strong 2015 for ALXN

  • Asfotase alfa (hypophosphatasia, HPP, R) on Track
  • Soliris in PNH and aHUS: Growth to Continue
  • Beyond Soliris
  • Other PhII Programs
  • Messenger RNA Therapeutics platform from Moderna

3. Amgen - Focus On New Biologics For Larger Market And Exploiting Biologics' Manufacturing Experience For Biosimilars Gain

  • Newly Marketed Product: Future Growth
    • a. Kyprolis
    • b. BLINCYTO
  • Key Pipeline Products and Development
    • a. Evolocumab (R, PCSK9 Inhibitor, CVD, SC)
    • b. Ivabradine (R, Chronic Heart Failure):
    • c. Talimogene laherparepvec
    • d. Brodalumab (PhIII, moderate-to-severe plaque psoriasis and psoriatic arthritis, PhII, Asthma)
    • e. Omecamtiv mecarbil (PhIIb, Heartfailure, licensed from Cytokinetics)
    • f. Romosozumab (PhIII, co-developed with UCB, Postmenopausal Osteoporosis, PMO)
    • g. AMG 334 (PhIIb, CGRP receptor mAb)
    • h. Trebananib (PhIII, Ovarian Cancer):
    • i. AMG 416 (PhIII, secondary hyperparathyroidism in pt with CKD, velcalcetide)
  • Failed in Clinical studies
  • Biosimilars in Development
  • AMGN's Commercial Strategy

4. Biogen Idec - Growth from Newly Launched Products + Clinical Milestones of Novel Pipeline

  • Near-Term Key Pipeline Candidates to Watch
  • Hemophilia Franchise Offers Long-Term Opportunity
  • Anti-CD20 franchise Continues to Grow through Label Expansion of GAZYVA

5. Celgene - Innovative Strategies for Long Term Gains

  • Development In Multiple Myeloma Franchise: Strengthening Pipeline
  • Other Oncology Drugs
  • Inflammation - Pipeline to start contributing to sales by 2015
  • Other Products in Early stage for Long Term Growth

6. Gilead Sciences - Poised to Emerge as a Leader in HCV Treatment

  • Sovaldi has made the way, Harvoni to take Lead
  • Pipeline: Anti-viral Franchise - HCV
  • Antiviral Franchise - HIV
  • Cardiovascular Program
  • Beyond Anti-Virals- Oncology
  • Acquisitions In Last Two Years

7. Regeneron - Late-Stage Pipeline Potential - Accelerator for Further Growth

  • Label expansion of E ylea in DME, BRVO, and Myopic CNV indication
  • Late-Stage Pipeline
  • REGN-Sanofi Collaboration

8. Vertex Pharma - From Large Volume Market to Niche Indications - Transformation has Paid

  • Cystic Fibrosis: Success in G551D mutation to Repeat in Larger Population of del508 Mutation
  • Small But Meaningful Addition in Other Mutations for KALYDECO monotherapy
  • Beyond CF Not a Priority
Back to Top