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市場調查報告書

成熟化的生物科技企業之未來展望:新治療方法的挑戰是否能開拓出成功的未來

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

出版商 MP Advisors 商品編碼 295956
出版日期 內容資訊 英文 90 Pages
商品交期: 最快1-2個工作天內
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成熟化的生物科技企業之未來展望:新治療方法的挑戰是否能開拓出成功的未來 Mature Biotech Outlook 2015: New Therapy Ventures Pave the Way for Success
出版日期: 2015年01月26日 內容資訊: 英文 90 Pages
簡介

所有生物科技企業由於至今皆達到了黑字上的成功,而受到投資家的注目。這些企業目前選擇利基治療法及適應症,以需求的有無作為治療費高低之判斷標準。大型製藥企業正在有活力地推動著企業合併·收購(M&A),但成熟化的生物科技企業則一面維持自家企業的核心領域,再挑戰未開拓的新治療藥(癌症、血友病等)之開發。和小分子學名藥一樣,生技仿製藥的開發也日漸容易,近年來可望通過認証。有些企業已經投下大規模投資,再過數年即可成長為巨大製藥企業。

本報告提供主要生物科技企業的主要貢獻之相關詳細分析

目錄

  • Acorda Therapeutics:神經症相關的開發平台巨大化
  • Alexion Pharma:藉由開發中產品的成熟化來強化競爭力
  • Amgen:致力於更大規模的生物醫藥品市場 - 累積生物醫藥品的製造經驗,活用於生技仿製藥
  • Biogen Idec:藉由新產品上市達到成長,透過新開發中產品達成臨床里程碑
  • Celgene:為求長期性利益的革新策略
  • Gilead Sciences:興起成為C型肝炎病毒 (HCV)治療藥之新領袖
  • Regeneron:後期階段開發平台的可能性-更進一步的推動成長要素
  • Vertex Pharma:從大規模市場轉換為最適合的適應症 - 方向轉換完成

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目錄
Product Code: 4479

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

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
  • SOLIRIS BEYOND PNH AND aHUS
  • 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
  • NEUROLOGY: LEADERSHIP IN MS AND PORTFOLIO EXPANSION

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
  • CF BACKGROUND
  • Beyond CF Not a Priority
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