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Strategy

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Keytruda Approval Opens New Routes For Immuno-Oncology

Merck's PD-1 inhibitor holds the first cancer indication based on biomarkers rather than tumor location. The most significant market will be colorectal cancer, but Bristol-Myers Squibb's Opdivo is pending for the same subgroup and Roche's Tecentriq could eventually gain a broader approval.

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Cipla Cuts Down In-House Biosimilars Plans

Cipla is recalibrating investments in the “resource-intensive” biosimilars business, reinforcing its thrust on the respiratory and specialty products segment. Large biosimilar manufacturing plans in South Africa have been put on hold, with curtains seemingly coming down at an Indian unit.

Commercial Strategy

US Price Pressure Clouds Lupin Outlook – Can Its Pipeline Deliver?

Lupin reported a sharp decline in its fourth quarter profits, dented by heightened price pressure and competition in the US for its key products. The management sees a ‘challenging’ 2018, but underscored the strength of the firm’s ANDA pipeline and enhanced investments in the biosimilars, inhalation and injectables space.

Commercial Strategy

Clozel's CHF1bn Actelion Spin-Out Idorsia Awaits Janssen Buy-In

Upon completion of Johnson & Johnson's $30bn acquisition of Actelion, Jean-Paul Clozel, the latter's outgoing CEO, aims to build a new European biopharma big-hitter – Idorsia – with the earlier-stage assets Actelion leaves behind. He's hoping that J&J's Janssen will soon opt in to rights to its lead candidate. Idorsia is preparing to launch onto the Swiss Stock Exchange with CHF1bn in cash at inception.

Financing StartUps and SMEs

Come Flood Or High Water – How BioNet Is Shaping Its Vaccine Ambitions

Emerging Company Profile: Thailand-based BioNet stuck it out despite widespread flooding at its site and now expects to take its pertussis vaccine to key Western markets.

StartUps and SMEs Vaccines

J&J Forges Ahead In Immunology Despite Competitive Dynamics

The diversified pharma has two NMEs and three sNDAs pending at FDA in immunology, as well as six more anticipated sNDA filings. Immunology Therapeutic Head Susan Dillon told investors why there is still plenty of opportunity for growth in key autoimmune diseases.

Business Strategies Launches

Novo Nordisk CEO Puts Pricing On The Line

Lars Fruergaard Jørgensen, Novo Nordisk's CEO, says the group's pledge on price transparency, goals for improved outcomes and experimental use of digital health are commercially linked.

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