AEGR – Quick commentary on Aegerion

Aegerion has been one of the best performing stocks over the past 6-12 months. This has been driven by the value creation of Juxtapid (lomitapide), a small molecule microsomal triglyceride transfer protein inhibitor, was approved by the FDA and EMA adjunct to a low-fat diet and other lipid-lowering treatments, including LDL apheresis where available, in […]

ISIS and AEGR – Where do they stand after the FDA Advisory Committee meetings?

October 17 and 18, 2012 saw back-to-back meetings of the FDA Endocrine and Metabolic Drugs Advisory Committee (EMDAC) to review pending new drug applications (NDAs) for two drugs for homozygous familial hypercholesterolemia (HoFH): lomitapide from Aegerion Pharma (NASDAQ: AEGR) and mipomersen/Kynamro from Sanofi/Genzyme and Isis Pharma (NASDAQ: ISIS). As Chimera predicted, both drugs received positive […]

PFE & BMY – The anticoagulant market & the Apixaban Catalyst

Background: The market for anti-thrombosis agents is set for dramatic changes.  A thrombus is an aggregation of platelets which plays a key part in several life-threatening diseases, such as myocardial infarction, stroke, deep-vein thrombosis, pulmonary embolism, stent thrombosis, as well as other medical conditions. The market for therapies against thrombosis can be broken down simply […]

Sanofi Ditches New R&D Model For Newer Model

When Eias Zerhouni, head of Sanofi’s R&D arrived at the company, he set about changing the company’s large pharma research model to a more “biotech” like one in an attempt to be more creative and nimble. However, Eias has just realized that discovering drugs is more difficult than he had originally thought. No worries- there […]