Blog

ViroPharma: Generic Concerns Overblown, Pipeline Will Bring Revenue Diversity

April 3, 2013 Ivan Deryugin 0

Since Propthink’s last report on ViroPharma (VPHM), shares of the Exton, Pennsylvania-based company have risen by just under 11%. While positive returns are always welcome, ViroPharma has noticeably underperformed the NASDAQ Biotechnology Index, which has risen by over 17% in the same time frame. But, PropThink believes that ViroPharma’s past isn’t likely to repeat. Cinryze has multiple barriers to generic competition, and ViroPharma is making meaningful progress in commercializing its other drugs, as well as in moving its pipeline through the development process. At just over $25, shares of ViroPharma offer ample upside for long-term investors.

OneMedRadio: Vijay Aggarwal Part II

April 3, 2013 OneMedPlace Team 0

In Part II of our interview with Vijay Aggarwal, Managing Partner of the Channel Group, we explore trends in the space, reimbursement issues, and the state of equity financing. Dr. Aggarwal also discusses changing investment strategy with regards to evaluating risk factors, a more sophisticated level of proof, and an evolving emphasis on the achieving and maintaining revenue during early financing rounds.

The Briefing Room: Novartis in India, Generic Drugs, Bird Flu, Sleep Apnea

April 1, 2013 OneMedPlace Team 0

In case you missed it, Monday featured a number of interesting developments in the world of healthcare and life sciences. Most notably, a seemingly rare patent defeat may harm Novartis’ bottom line in India, but helps secure a mass population to a popular leukemia drug. India has emerged as a leading market for drug innovation, yet faces a crossroads — as legislation now protects what has become the largest generic drug market in the world. Additionally, we’re interested in some new developments in Chinese bird flu, sleep apnea, and sexual health in adolescents.

So What Happens if Medicare Stops Paying Its Bills?

April 1, 2013 Chelli Miller 0

The “elephant in the room” is the shifting, uncertain complexity of our regulatory and legislative environment. Exactly to that point, on Wednesday, March 27th Dr. Scott Gottlieb, a Forbes contributor focusing on policy, regulation, and public health posted an article entitled “Medicare Has Stopped Paying Bills For Medical Diagnostic Tests. Patients Will Feel”, which instantly caused a collective shiver among some diagnostics-focused investors and advisory groups. Experts shared their views on the Forbes article and its implications with us.

Glysure CEO Discusses Real-Time Glucose Monitoring Technology, ISO 13485 Certification and CE Mark

March 18, 2013 OneMedPlace Team 0

As part of our expert series on the state of the industry, OneMedRadio spoke with Glysure CEO Chris Jones to discuss this recent news and learn about this unique technology. Jones also discussed trends in the industry affecting company growth and investment strategy, including reimbursement issues, evolving exit strategy, and the move away from normative medicine.

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Amedisys Shares Are Too Pricey For A Declining Business: Looking for Single Digits

March 15, 2013 Jake King 0

Amedisys, Inc. (AMED) reported 4Q and year-end earnings Tuesday, March 12, and the key highlight was the company’s 2013 EPS guidance range of $0.60-$0.70, substantially below the Street’s $0.77 estimate. Analysts EPS estimates were lowered when the company reported its third quarter 2012 earnings miss (2013 EPS forecasts back then called for $0.93 a share), hence, the business continues to deteriorate and the earnings trough has not yet been reached.

Acadia Forges Forward With Pimavanserin

March 14, 2013 Jason Napodano 0

On March 12, 2013, Acadia Pharmaceuticals (ACAD) reported financial results for the fourth quarter and full year 2012. Total revenues in the quarter were $0.4 million, essentially in-line with our estimate of $0.3 million. Revenues consisted of collaborative payments from Allergan, Inc. (AGN) and other collaboration partners. For the full year 2012, total revenues were $4.9 million.

PDUFA: Kadcyla, Immunogen – Metastasized Breast Cancer

March 12, 2013 OneMedPlace Team 0

Metastasized breast cancer now has a new therapy on the market, though it remains to be seen whether noticeably dangerous side effects may prevent widespread use. Trastuzumab emtansine (T-DM1) or Kadcyla, produced by Immunogen [Nasdaq: IMGN], is a treatment that targets the HER2 protein.