Auferstanden aus Ruinen? – Welche Zukunft hat Bristol Meyers Squibb? (Seite 3)

eröffnet am 24.08.12 16:26:47 von
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21.11.12 07:16:46
So, die Zulassung für Eliquis in der EU ist nun da.
Nächstes Jahr gehts dann natürlich noch um die wichtigere US-Zulassung.


Pfizer, Bristol get EU nod for blood clot preventer

Tue, Nov 20 2012
By Bill Berkrot

(Reuters) - European health regulators on Tuesday approved an eagerly anticipated blood thinner developed by Bristol-Myers Squibb Co and Pfizer Inc for preventing strokes and blood clots in patients with an irregular heartbeat known as atrial fibrillation, the companies said.

The drug Eliquis, also known as apixaban, is widely considered one of the most important new products for the two U.S. drugmakers, with multibillion-dollar annual sales potential.

The European approval was expected after an advisory panel this year recommended it for atrial fibrillation.
"It's not unexpected, but it's positive to finally get an afib approval under the belt for Eliquis," said MKM Partners analyst Jon Lecroy, who sees annual sales reaching $2 billion by about 2017. "We're looking for a March approval or earlier in the U.S. for the same indication," he added.
The U.S. Food and Drug Administration is expected to decide on the proposed use of the drug in the world's biggest market by March 17, after delaying a decision in June to review more information from clinical trials.
The European Commission approval marks the first regulatory approval for Eliquis for stroke prevention in atrial fibrillation patients in any market, the companies said.

Eliquis belongs to a new class of medicines designed to replace decades old warfarin for preventing blood clots in heart patients and after hip or knee replacement surgery.
It already was approved in 27 European Union countries for prevention of certain blood clots called venous thromboembelisms following elective hip or knee replacement surgery.
But atrial fibrillation, which greatly raises the risk of strokes, is considered by far the largest and most important use for the new drugs, that include Xarelto from Bayer and Johnson & Johnson, and Pradaxa from privately held Boehringer Ingelheim.

Eliquis, like Xarelto, works by inhibiting a protein called Factor Xa that plays a critical role in blood clotting. Pradaxa has a slightly different mechanism of action.

About 6 million people in Europe and another 5.8 million in the United States suffer from atrial fibrillation, the most common form of heart arrhythmia, or irregular heartbeat.
In clinical trials, Eliquis demonstrated superiority over warfarin in reducing the risk of strokes, major bleeding and death.
Warfarin, widely used for more than half a century, is inexpensive and works well, but requires close and regular patient monitoring as well as lifestyle and dietary changes that are not necessary with the newer medicines.
"Patients with atrial fibrillation have a five times greater risk of stroke and there remains a critical public health need for improved treatment options to reduce this risk," Lars Wallentin, director of cardiology at Uppsala Clinical Research Centre and University Hospital in Sweden, said in a statement.
He called Eliquis "an important new treatment option for health care professionals, who now have an oral anticoagulant with superior outcomes versus warfarin."

Wall Street analysts have said that, based on clinical efficacy and safety data, they believe Eliquis will become the dominant player in an estimated $10 billion market for the new blood thinners once it receives U.S. approval.

Pfizer Chief Executive Ian Read, in a statement, said he believes Eliquis "has the potential to transform the standard of care in stroke prevention in nonvalvular atrial fibrillation".
Pfizer shares were up 5 cents at $24.19 and Bristol-Myers shares were up 2 cents at $32.05, in afternoon trading on the New York Stock Exchange.
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24.11.12 12:52:37
Bei Seeking Alpha ist ein detailreicher Artikel erschienen, der Chancen und Potentiale von Eliquis auslotet.

Ich finde ihn sehr gut geschrieben und kopiere ihn hier deshalb vollständig rein.

Der Artikel geht mit der allgemeinen Auffassung konform, dass Eliquis seinen Konkurrenten Xarelto und Pradaxa überlegen ist.
Eliquis ist nach allem was man wissen kann "best in class".

Es wird auch klar, wie die Analysten zu ihren recht verschiedenen Umsatzschätzungen für Eliquis kommen (die Bandbreite schwankt ja zwischen 2 und 7 Milliarden Dollar Peak Sales).
Der Markt an sich ist riesig (bis zu 20 Milliarden). Die Frage ist aber, welchen Anteil die Faktor Xa-Hemmer erobern werden und welchen Anteil Eliquis in dieser Wirkstoffklasse erreichen wird.

Hier wird man einfach abwarten müssen. Sicher darf man nicht erwarten, dass die Ärzte jetzt sämtliche Patienten, die auf Warfarin eingestellt sind auf die neuen Präparate umstellen. Vor allem dort nicht, wo die Leute mit Warfarin recht gut zurecht kommen.

Ich gehe daher davon aus, dass die Eliquis-Umsätze verhältnismäßig langsam, dafür aber stetig wohl über die gesamte Patentlaufzeit hinweg immer weiter ansteigen werden.

(Eigentlich unnötig zu wiederholen: Für den großen Durchbruch ist die Zulassung durch die FDA unabdingbar - und daran fehlt es bisher. Im Q1/2013 wird sich insofern das Schicksal von Eliquis entscheiden.)



Eliquis (Apixaban) Approved In Europe - A Blockbuster Opportunity For Bristol-Myers, Pfizer

Yesterday, the European Medicine agency granted approval to Bristol-Myers (BMY) and Pfizer's (PFE) blood thinning drug - Eliquis for the prevention of stroke and systemic embolism in patients with non-valvular atrial fibrillation. Eliquis is still awaiting a US approval, the PDUFA data is set as March 17, 2013. Stroke prevention in atrial fibrillation (SPAF) is a large market and Eliquis is expected to take majority share by virtue of a superior profile compared to competing drugs.

Eliquis which belongs to a class of drugs called Factor Xa inhibitors is a new generation oral anticoagulant / blood thinning drug and is expected to replace warfarin the current gold standard treatment for stroke prevention in atrial fibrillation. Eliquis is to be taken twice daily. Besides Eliquis, two other new generation oral anticoagulants - Bayer's (BAYRY.PK) / Johnson and Johnson's (JNJ) Xarelto (approved in 2011) and Boehringer Ingelheim's Pradaxa (direct thrombin inhibitor, approved in 2010) are also on the market and are vying to replace warfarin.

The clinical data on Eliquis in atrial fibrillation is most impressive, when compared to Xarelto or Pradaxa and looks all set to grab majority market share. You can see a cross trial comparison of Pradaxa, Xarelto and Eliquis here

The Unmet Need in Stroke Prevention in Atrial Fibrillation

Warfarin - The current standard of care has several limitations and would be cannibalized by the new generation oral anti-coagulants which have demonstrated better efficacy and safety when compared to warfarin. A major limitation with warfarin is that patients taking warfarin need to be monitored frequently for their INR control. This is not the case with new generation oral anticoagulants - Pradaxa, Eliquis or Xarelto. The full form of INR is international normalized ratio. The higher the INR, the thinner the blood is. For warfarin to be effective and at the same time avoid bleeding risk, the INR should be between 2.0 and 3.0.

About 35% of the eligible AF patients are currently not treated with warfarin because the typical constraints - drug-drug /dietary interactions and difficulty in INR control. Thus warfarin is a safe and effective oral anticoagulant if a therapeutic international normalized ratio is properly maintained. In practice, however, it is difficult to manage because its therapeutic level is affected by many factors including diet, medications, illnesses, and genetics. Warfarin's narrow therapeutic range predisposes to many adverse effects from both under anticoagulation (resulting in thrombus formation) and over anticoagulation (leading to hemorrhage).

To ensure that a therapeutic INR is achieved, frequent monitoring is required that is inconvenient for patients and physicians and costly for the healthcare system. Specialized anticoagulation management clinics are needed to address the complexity in managing warfarin. Additional warfarin drawbacks include its slow onset and offset of action. It takes 72-96 hours to become effective and requires overlap with a rapidly acting parenteral anticoagulant or "bridging" until a therapeutic INR is achieved. Its slower offset, with an effective half-life of approximately 40 hours, makes it difficult to manage before any surgical procedures. Safety concerns and therapy complexity lead many physicians to
under use warfarin, prescribing it to only two thirds of appropriate candidate.

Why Eliquis is best poised among the New Generation Anticoagulants to grab a larger pie

Eliquis is the only anticoagulant to have demonstrated statistically significant superiority over warfarin in the reduction of the composite of stroke / Systemic Embolism / all-cause death and major bleeding. Xarelto which was approved last year for SPAF has shown non-inferiority compared to warfarin on both efficacy (stroke reduction) and safety(major bleeding). Pradaxa which was approved in 2010 is superior to warfarin as far as reduction in the risk of stroke is concerned, but does not reduce the risk of major bleeding. Unfortunately the larger concern of cardiologists with the use of warfarin is the higher risk of bleeding / Intra cranial hemorrhage, while they are more or less satisfied with the efficacy of warfarin (reduction in stroke). Hence as far as current unmet need is concerned, cardiologists prefer an oral anticoagulant that is atleast as efficacious as warfarin, but significantly reduces the risk of major bleeding. Eliquis seems to have exactly hit this sweet spot and is poised for a breakout once launched. In the pivotal Phase 3 study Eliquis was superior to warfarin in preventing stroke or systemic embolism (the primary end point) and was also associated with less bleeding and lower mortality than warfarin.

In nutshell although both Pradaxa and Xarelto have also shown benefits over warfarin in the pivotal Phase 3 trials, but Eliquis is the only one to have shown definite reductions in each of the major outcomes of stroke, bleeding, and mortality.

Market Potential and Eliquis Peak Sales

Stroke Prevention in Atrial Fibrillation represents a very large market, as besides a very large prevalence, there is a very clear unmet need. SPAF affects about 4.5m people in the EU, 2.2m in the US and about 1 million Japanese. Atrial fibrillation patients are at 3 to 5 fold increased risk of stroke and 75,000 strokes per year are attributable to atrial fibrillation.

If we are to expect a 50% market share shift from existing treatments warfarin and aspirin to new generation oral anticoagulants (Pradaxa, Xarelto and Eliquis), the annual market size works out to be $10b. Pradaxa and Xarelto which are already on the market have been priced at an annual cost of $2500. Assuming a similar price for Eliquis and a 25 percent market share, the peak sales of Eliquis will reach about $5 billion.

Impact of Eliquis on Pfizer and Bristol-Myers Earnings

With regard to Eliquis, Pfizer and Bristol-Myers have entered into an agreement under which the companies will jointly develop the clinical and marketing strategy of Eliquis, and will share commercialization expenses and profits/losses equally on a global basis.

At $5 billion peak sales, we expect Eliquis to generate peak post tax profitability of 75 percent, which would translate into $3.8b in annual profits. As per the agreement Pfizer and BMY will share the profits equally. For BMY, $1.9b in annual profits translates into an incremental EPS of $1.1 per share, which is about 56 percent of 2012 estimated EPS. For a company of the size of Pfizer as well, Eliquis is pretty significant as it would add about $0.25 per share in incremental EPS, which is about 12 percent of its 2012 estimated EPS. Both PFE and BMY have already shed significant sales and profits owing to loss of patent on their key drugs (Plavix and Lipitor) and there are no major patent expiries on the anvil except Abilify for BMY in 2014. Pfizer currently trades at 12x 2012 earnings, while BMY trades at 17x 2012 earnings. Looking at the significant impact of Eliquis on the bottom line of both these companies, one should consider a long position with a horizon of about 3 years.

On an NPV basis, it is worth about $20b assuming a cost of capital of 7 percent. Since Pfizer and Eliquis would be sharing the profits from the sales of Eliquis, we attribute $9billion of NPV each to Bristol Myers and Pfizer. From a per share perspective, Eliquis is worth $5.3 per share for BMY, and it is worth $1.2 per share for Pfizer.

http://seekingalpha.com/article/1023711-eliquis-apixaban-app…
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19.12.12 15:47:46
Heute bei fierce erschienen.

Aber Vorsicht: Das Lesen des Artikels ist gefährlich für liebgewonnene Vorurteile:


Bristol-Myers' Sigal outshines pharma rivals in R&D chief ranking

December 19, 2012 | By Ryan McBride


Pharma faces a colossal conundrum of how to score more approvals without breaking the bank. The quants have exposed massive inefficiencies in the R&D groups of Big Pharma, but some companies have faired better than others. And a recent analysis ranks R&D chiefs based on the performance of their companies.

Bristol-Myers Squibb's ($BMY) Elliot Sigal topped his counterparts at other large pharma companies--which included Novartis ($NVS), GlaxoSmithKline ($GSK), Amgen ($AMGN), and Merck ($MRK), respectively--in an analysis of R&D productivity from 2004 to 2011, The Wall Street Journal reports, citing the numbers from Informa-Scrip Group. During the period analyzed, Bristol spent $28.41 billion on R&D and racked up 7 FDA approvals of new drugs or biologics, costing the company $4.06 billion per approval.




Elliot Sigal, CSO and president, R&D

Just over $4 billion might seem like too much money for an approval, yet consider that Sigal's counterpart at Merck, Peter Kim, presided over an R&D organization that spent $12.72 billion for each new FDA approval of a new drug or biologic (or $7.27 billion per approval if you count approvals of Merck's vaccines). Bristol-Myers, despite struggling to recover from a patent cliff, shows how more can be done with less relative to its industry peers. And in Informa-Scrip Group's Christopher Bowe's view, Sigal deserves lots of credit.

"Individuals matter," Bowe noted, as quoted by the WSJ. "One person can make a difference in a huge company, in a big world, within the infinite realm of science. There are better R&D chiefs than others; it's a fact. We must set up new ways to develop these unusual individual talents, so that companies don't settle and find them."

It's also a fact that Bristol has benefitted from savvy dealmaking and extramural activities with partners. Bristol gained rights to at least a couple drugs that were approved by the FDA during the analysis period--the skin cancer immunotherapy Yervoy via Medarex and the anti-tumor antibody Erbitux from ImClone Systems--through partnerships or acquisitions.

In fact, pharma chiefs have copied Bristol's "String of Pearls" strategy that emphasized bolt-on acquisitions rather than megadeals. Teva Pharmaceutical ($TEVA) this year poached Jeremy Levin, Bristol's former strategy chief, to steer the growth of that company as CEO. Does Levin deserve some credit for Sigal's success?
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19.12.12 20:07:09
Eine Einschätzung von Goldman Sachs zu den wichtigsten Punkten in 2013:

Analysts at Goldman Sachs lowered the price target and earnings estimates on pharmaceutical company Bristol Myers Squibb Co. (BMY) on Wednesday, but kept its “Buy” rating.

Goldman Sachs now see shares of BMY reaching $39, down from its previous target of $40. The new valuation is a +18% upside to Tuesday’s closing price of $33.02.

A Goldman Sachs analyst noted, “For 2013, a year of new launches for BMY, we revise our assumptions for spending and modestly lower our 2013 EPS estimate from $1.90 to $1.80, on higher SG&A, versus $1.84 for consensus.

Importantly, we leave our longer term estimates unchanged and continue to see BMY as the only company in our sector with the potential to more than double its EPS by the end of the decade. BMY has been a laggard this year owing to the Eliquis delays and the Inhibitex drug failure. We believe execution will be essential to outperformance, the success of which should increase confidence in BMY’s long-term growth story.

Specifically, we look to the following drivers:

(1) Eliquis approval and launch by 1Q13 (already approved in EU with a superior label),

(2) the EU launch of Forxiga/Dapa (expect US resubmission by mid-2013), and

(3) data on key pipeline drugs anti-PD1 (ASCO in June) and HepC (filing in Japan).

We view global Eliquis consensus sales of $350 mn as a low hurdle. For Forxiga, our estimate remains unchanged with only OUS sales in our forecast, however this leaves room for upside on a potential 2014 US launch (could be $1 bn in peak sales).

Regarding anti-PD1, BMY will exit 2012 with five P3 trials underway in lung, renal and melanoma, with PD1 in combination with Yervoy to start next year.

Additionally, potential for positive P3 results in the Japanese trial for HepC may result in consensus numbers moving up.”
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26.12.12 15:43:28
Zulassung von Eliquis in Japan:

Wednesday, December 26, 2012 7:30 am EST

PRINCETON, N.J. & NEW YORK--(BUSINESS WIRE)--Bristol-Myers Squibb (NYSE: BMY) and Pfizer Inc. (NYSE: PFE) announced today that the Japanese Ministry of Health, Labor and Welfare (MHLW) has approved ELIQUIS® (apixaban) for the prevention of ischemic stroke and systemic embolism in patients with nonvalvular atrial fibrillation (NVAF). ELIQUIS is a novel anticoagulant that has demonstrated risk reductions versus warfarin in three important outcomes of stroke, major bleeding and all-cause death. ELIQUIS is an oral direct Factor Xa inhibitor, part of a novel therapeutic class. This is the third approval for ELIQUIS for the prevention of stroke and systemic embolism in patients with nonvalvular atrial fibrillation, following approvals in the European Union and Canada.

http://news.bms.com/press-release/partnering-news/eliquis-ap…
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29.12.12 08:08:15
Durchaus überraschend ist die Zulassung von Eliquis nun auch in den USA erfolgt - drei Monate eher als erwartet:

von Bloomberg:

Pfizer, Bristol-Myers Blood Thinner Approved by U.S. FDA

By Drew Armstrong - Dec 28, 2012

Pfizer Inc. (PFE) and Bristol-Myers Squibb Co. (BMY)’s blood thinner Eliquis was approved by U.S. regulators after more than a year of review, giving the companies a new potential blockbuster heart drug.

Eliquis was cleared by the Food and Drug Administration for the prevention of blood clots that develop in patients with the heart rhythm disorder atrial fibrillation, the agency said today in a statement. The approval comes three months before the FDA’s most-recent March deadline for a ruling on the drug, allowing the two New York-based companies to start sales sooner.

“The new anticoagulants are really exciting developments,” William Zoghbi, president of the American College of Cardiology, said in a telephone interview. “They address some of the concerns that traditional warfarin has offered.” Warfarin is the half-century-old drug that has been the standard of care before new medicines like Eliquis.

The government’s sign-off ends several setbacks in the efforts by Pfizer and Bristol-Myers to win sales clearance for the blood thinner. The FDA delayed approval in March 2012 and rejected the therapy in June, saying it needed more data from the companies’ clinical trials. Pfizer, the world’s largest drugmaker, and Bristol-Myers will split sales, which may total $5.2 billion by 2020, Catherine Arnold, an analyst at Credit Suisse in New York, said in a note to clients.

Pfizer shares rose less than 1 percent in extended trading to $24.99 at 4:57 p.m. New York time, after closing at $24.89. Bristol-Myers rose 1.9 percent after closing at $31.90.

Common Condition

About 2.66 million people in the U.S. have atrial fibrillation, the most common type of irregular heart beat, according to the Centers for Disease Control and Prevention in Atlanta. The disease becomes more common with age. Patients have a higher risk of blood clots, which can cause strokes, and of heart failure.

Eliquis will provide another option for the prevention of blood clots and strokes, and the drug showed in clinical trials that it was more effective than warfarin, the FDA said in its statement. It is among a group of new blood thinners such as Boehringer Ingelheim GmbH’s Pradaxa and Johnson & Johnson (JNJ) and Bayer AG (BAYN)’s Xarelto, that are potential replacements for warfarin, which requires regular blood monitoring by doctors.

The new drugs carry some risk of bleeding, as does warfarin. Bleeding can happen in the stomach, under the surface of the skin, or most dangerously, in the brain.

The new blood thinners offer a better trade-off between bleeding and stroke-prevention, said Andrew Epstein, a professor of medicine at the University of Pennsylvania in Philadelphia. “One intracranial bleed is a small price for the great decrease in morbidity and mortality,” Epstein said in a telephone interview. “There ain’t any free lunch.”

Eliquis has been approved in Europe and Japan. Pfizer and Bristol-Myers also want to gain approval for use in clots elsewhere in the body, including the legs and lungs.


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Das Jahr 2013 wird nun zeigen, wie gut es BMS/Pfizer gelingen wird, das Mittel im Markt gegen Warfarin und vor allem gegen die Konkurrenz von JNJ und Boehringer zu plazieren.
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29.12.12 08:16:48
Antwort auf Beitrag Nr.: 43.966.988 von SLGramann am 29.12.12 08:08:15Hier noch ein sehr ausgewogener Artikel der NYT:


F.D.A. Clears Anticlotting Drug by Bristol and Pfizer

By KATIE THOMAS

The Food and Drug Administration on Friday approved Eliquis, an anticlotting drug that has been highly anticipated by cardiologists and is expected to be a blockbuster for Bristol-Myers Squibb, which will make the drug, and Pfizer, which will help market it.

The agency approved Eliquis for reducing the risk of stroke and dangerous blood clots in people with atrial fibrillation, a common heart arrhythmia that afflicts millions of people in the United States.

The drug, also known as apixaban, is the third anticlotting medicine to be approved in recent years and the companies are expected to aggressively compete to pitch their products as a replacement for warfarin, an older treatment that requires more careful monitoring. Warfarin is also known by the brand name Coumadin.

“The marketing games will now begin,” said Dr. Sanjay Kaul, a cardiologist at the Cedars-Sinai Medical Center in Los Angeles, who was not involved in the development of any of the drugs.

He said that cardiologists would now have to sort out the differences among Eliquis and its competitors already on the market: Pradaxa, sold by Boehringer Ingelheim, and Xarelto, sold by Johnson & Johnson and Bayer.

While some experts have argued that Eliquis offers the best balance between the drug’s benefits and risks, Dr. Kaul said since there have been no clinical trials comparing the three new drugs, “it is impossible to adjudicate which of these new agents is the preferred one.”

Bristol-Myers and Pfizer issued a brief statement Friday saying they were pleased with the approval. In a news release in November announcing the drug’s approval in Europe, Bristol-Myers noted that Eliquis was the only drug in the group that has shown an advantage over warfarin in reducing the risk of stroke and dangerous blood clots, major bleeding and death.

The agency also warned that patients with prosthetic heart valves should not take Eliquis, nor should patients with atrial fibrillation that is caused by a heart valve problem.

Despite the promise of Eliquis and the other new drugs, some cautioned against prescribing them too enthusiastically.

Dr. Garret FitzGerald, a cardiologist and chairman of pharmacology at the University of Pennsylvania, said the trial results for Eliquis were impressive. But he added in an e-mail on Friday: “What matters to a patient is the individual effect in them.”

He noted that patients taking Eliquis also suffered major bleeding episodes and said all drugs that prevent clotting carried a risk of bleeding. “Thus the F.D.A.’s warning to be on the lookout for bleeding seems just as appropriate as approval of Eliquis,” he said.

Dr. Kaul says he tends to wait to prescribe new drugs until he learns more from the experience of colleagues, and Eliquis will be no exception. “I’m going to sit back by the sidelines and see how it pans out,” he said, adding that he had begun to prescribe Pradaxa and Xarelto to patients.

Eliquis’s entry into the United States market has been eagerly anticipated by Bristol-Myers and Pfizer after a succession of delays this year. Bristol-Myers, in particular, has been struggling since its best-selling blood-thinner drug, Plavix, lost its patent protection in May. Sales of Plavix, which Bristol-Myers sells in partnership with Sanofi, fell 96 percent in the third quarter of this year after cheaper generic alternatives flooded the market and the company has struggled to replace the lost sales.

Eliquis is “very important for Bristol because it’s one of the legs of their investment case, that they can leapfrog over the Plavix expiration,” said Les Funtleyder, the fund manager of Poliwogg, a private equity and hedge fund. He said he expected Eliquis to eventually earn more than $1 billion for its sellers.

In such a crowded field of competitors, Mr. Funtleyder said, consumers and doctors should brace themselves for a marketing onslaught. “I wonder if we’ll see our first Eliquis commercial before the new year,” he said.
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24.01.13 15:54:39
BMS die Zahlen zum vierten Quartal gemeldet. Mit 47 Cent pro Aktien (non-GAAP) liegen sie über den Erwartungen des Marktes.

Die „Hoffnungsträger“ haben sich im vierten Quartal besser als erwartet entwickelt (abgesehen von Erbitux, das ich falsch eingeschätzt habe).

Ich bin mit den Zahlen sehr zufrieden!
Die Reaktion des Marktes ist recht positiv.

Durch den Plavix-Verlust hat sich eine Umsatzeinbuße in Höhe von 23% im Vergleich zum Q4/2011 ergeben. Unter Ausklammerung von Plavix und Avapro ist BMS aber mit 13% gewachsen.



Im Einzelnen:

Q1/2012 Q2/2012 Q3/2012 Q4/2012

Avapro 207 117 95 84
Plavix 1.693 741 64 49
Gesamt 1.900 858 159 133

Umsatzverlust durch Patentabläufe bis Q4/12: -1.767


Was konnte davon bisher durch „Hoffnungsträger“ kompensiert werden?


Q1/2012 Q2/2012 Q3/2012 Q4/2012

Baraclude 325 357 346 360
Erbitux 179 179 173 171
Sprycel 231 244 263 281
Yveroy 154 162 179 211
Orencia 254 290 307 325
Onglyza 161 172 178 198
Eliquis 0 1 0 1
Bydureon 0 0 20 58
Gesamt 1.305 1.405 1.466 1.605


Umsatzgewinne durch “Hoffnungsträger” bis Q4/12: +300



Im Saldo sind damit nach dieser Rechnung von Q1 bis Q4/2012 auf Quartalsbasis immer noch 1,467 Milliarden Dollar Umsatzausfall zu beklagen.


Wie bereits beim letzten Mal geschrieben, ist der Tiefpunkt aber bereits im 3. Quartal 2012 durchschritten worden.

Der Umsatzverlust hat sich bereits reduziert und diese Entwicklung wird in 2013 verstärkt weitergehen, insbesondere auch getrieben durch die Zulassung von Eliquis.
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29.01.13 15:50:00
Nachdem Eliquis jetzt in allen wichtigen Märkten zugelassen ist, richten sich die Blicke nunmehr auf den zweiten großen Hoffnungsträger BMS-936558, der nunmehr als Nivolumab firmiert.

Inzwischen sind fünf P III-Studien am rekrutieren. Ergebnisse aus diesen Studien werden zwischen 2014 und 2016 erwartet:

http://clinicaltrials.gov/ct2/results/displayOpt?flds=a&flds…


Zur ASCO 2013 wird es weitere P I / II - Daten geben.
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09.02.13 19:37:18
Ja, das kommt jetzt in die interessante Phase. Der Fokus auf Specialty Care wird immer klarer, dazu kommt ja auch der Ausstieg aus einigen PC und OTC Aktivitaeten. Wenn es auf dem ASCO interessantes gibt werde ich mir die entsprechenden Veranstaltungen sicher buchen. Allerdings wuerde ich nicht vor Mitte 2014 ernsthaft an einen Einstieg denken, zu viel Unsicherheit ueber einen zu langen Zeitraum...
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Auferstanden aus Ruinen? – Welche Zukunft hat Bristol Meyers Squibb?