Rumors are buzzing in the pharma sector. Pfizer (NYSE:PFE) may be considering a takeover of Abdi Ibrahim, Turkey’s largest pharmaceutical company, demonstrating Pfizer’s shift from domestic markets to emerging markets. After it’s merger with Wyeth (NYSE:WYE), Pfizer’s executives organized at Castle Gray Skull and set it’s course to find it’s partners in the Middle East. […]
Noven: Mesafem is tackling the heat of hot flashes
Earlier this month, I suggested that there is a huge unmet need, and substantial market opportunity, for a potential product that will treat menopausal symptoms. We recommended several Women’s Health companies. Today, one of those companies, Noven (NASDAQ:NOVN) announced positive phase 2 trial results for Mesafem, a drug that treats vasomotor symptoms, known as “hot flashes”. […]
Johnson & Johnson Lathers Elan
Pharmacuetical Giant, Johnson & Johnson, is taking a minority stake in Ireland’s Elan 18% stake for $1 Billion USD Elan’s (NYSE:ELN) wish came true. The Irish company attracted a Big Pharma partner–Johnson & Johnson (NYSE:JNJ)–to take a minority stake, just as it’s been hoping for all along. J&J will sink $1 billion into Elan in […]
Women’s Health: Who can handle the heat for Hot Flashes?
After the Women’s Health Initiative there is an opportunity for new non-hormonal treatments for menopausal symptoms Some estimates believe this market may be up to $8 Billion USD Before the Women’s Health Initiative (‘WHI’), women were effectively treating their menopausal symptoms with hormone replacement therapy (‘HRT’), such as Premarin, Prempro and others. But since then, […]
Solvay : “Second Round” for Drug-Unit
Reuters reported that Solvay has drawn up a shortlist of potential bidders for it’s drug business. The start of a second round of the divestment process is supposed to imply that “Solvay is more serious than it has said in public about selling the business with $3.78 billion in sales.” Solvay commented on the report, […]
Santurus: Fundamentals Unchanged!
Recently, an article from Seeking Alpha has got me scratching my head! The title: “Santarus: Business Fundamentals Improving”, which was written by an analyst from Zack’s. The article highlighted recent additions to Santarus’s business plan through the in-licensing of: Glumetza, Budenoside, and Rifamycin. Furthermore, the article suggested that these additions are net positive since little-to-no […]
DepoMed: Protected by Cash and Headed Higher
Recently, my partner has made some great stock picks for his portfolio. The markets now are truly once in a lifetime and these sort of gyrations can present huge opportunities to us small time investors. His portfolio is up 75% month-over-month. I got to give him props. But let me make a case for Depomed (NASDAQ:DEPO). […]
