global strategic insights - pharmaceuticals - indalytics

Global Strategic Insights

— Pharmaceuticals December 2, 2013

© Indalytics Advisors Pvt. Ltd. www.agmaa.com [email protected]

Global Strategic Insights — Pharmaceuticals — Sample

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TABLE OF CONTENTS

Activities by Major Players

New Investments in global pharmaceutical space

Strategies

Collaboration

Regulatory News


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ACTIVITIES BY MAJOR PLAYERS

NEW INVESTMENTS IN GLOBAL PHARMACEUTICAL SPACE

Cancer Research UK (CRUK) is planning to invest more than GBP100 million

(US$163 million) across 15 research centers in the UK. The centers, as a

part of CRUK’s objective of creating a nationwide network of research

centers, will work in the field of conducting research and providing medical

expertise to cancer patients across the UK.

GlaxoSmithKline (GSK) is planning to invest approximately £25 million

(US$41 million) in Scotland’s pharmaceutical market. The investment is

aimed at starting production of four new pharmaceutical products at GSK’s

facility in Montrose.

The investment will further provide 25 new jobs for process technicians,

engineers and chemists — taking the total of GSK workforce in Scotland to

more than 750.

STRATEGIES

Swiss drugmaker Novartis AG, in order to improve shareholders’ value,

and has started a US$5billion share buyback program. The company will

be allocating capital for buyback over a two–year period, and will also be

less involved in acquisitions.


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GlaxoSmithKline is reducing its stake in South Africa's Aspen Pharmacare.

GSK will sell 28.2 million of its total 84.7 million shares in Aspen, for

approximately ZAR7.06 billion (US$690 million). Post the sale, GSK will

retain a seat in Aspen’s board, and will not go for any other sale for a period

of six months from completion of sale. It will use the sale proceeds for

general corporate purposes.

COLLABORATION

GlaxoSmithKline is collaborating with Pfizer to jointly test a combination

of their respective melanoma compounds. As per the collaboration, the

companies will jointly test the efficacy and safety of Pfizer's investigational

drug palbociclib, a well as GlaxoSmithKline's Mekinist (trametinib) —

which is already in the market. The joint trials will also ascertain the effect

of trying both the medicines on tumor biomarkers, safety and anti-cancer

activity in patients with BRAFV600 wild type melanoma.

The two companies will collaborate on the study, which GSK will conduct.

Financial terms of the agreement have not been disclosed.

Dutch multinational Royal DSM, is pinning off its pharmaceuticals division,

and collaborating with US private equity firm JLL Partners to setup a new

company. As per the collaboration, the new entity will have Royal DSM’s

Pharmaceutical Products division (DPP), along with the service company —

Patheon — from JLL’s portfolio. The company will work as a global contract

development and manufacturing organization (CDMO) for the


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pharmaceutical industry. JLL will have 51% stake in the new company, with

49% stake with Royal DSM.

REGULATORY NEWS

Nexavar (Sorafenib) — a cancer drug co–developed and co–marketed by

Bayer and Onyx Pharmaceuticals — has receive approval from the US Food

and Drug Administration (FDA).

As per the approval, Nexavar can now be used for the treatment of

metastatic differentiated thyroid carcinoma that cannot be treated with

radioactive iodine and is progressing. The approval was based on a review

by FDA that Nexavar extended progression–free survival by 41%,

compared to placebo.

FDA is also removing certain restrictions from GlaxoSmithKline's diabetes

drug — Avandia (rosiglitazone). The drug was linked to cardiovascular

problems through a meta–analysis in 2007, and was banned in both the US

and Europe.

FDA has now acted on results of a record trial, which depicted that patients

treated with Avandia, do not have increased risk of heart attack or death,

as compared to those treated with metformin and sulphonylurea.


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WHAT IS GLOBAL STRATEGIC INSIGHTS?

At Agmaa, we have worked with many of the Fortune 500 executives, and

have identified the following common concerns with them:

92% of the CEOs and company heads

don’t’ have time to update themselves with

latest activities of their competitors.

80% of the CEOs and company heads

have less than 15 minutes every week, to

track their respective sectors.

75% of the CEOs and company heads need

ready–to–consume updates on their

competitors and their sector, right before

their meetings and presentations.


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Based on the client feedback and our extensive experience, we have

designed Global Strategic Insights as an easy–to–decipher report. The

competitive intelligence report helps our readers with:

The report is written specifically for CEOs

and company heads — to help them take

accurate and timely decisions, and not miss–

out on any trend.

Each competitor news is manually curated —

to be communicate in less than 100 words.

The whole report can be read in less than 10

minutes.

The activities are clubbed under trends — to

help readers easily assimilate and recall

them.

The reports are published as PDF — to

enable easy storage.

In order to subscribe to Global Strategic Insights, please visit

www.gsi.agmaa.com or mail us at [email protected].

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