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成熟化したバイオテクノロジー企業の将来展望:新たな治療法への挑戦が成功への道を拓く

Mature Biotech Outlook 2015: New Therapy Ventures Pave the Way for Success

発行 MP Advisors 商品コード 295956
出版日 ページ情報 英文 90 Pages
納期: 即日から翌営業日
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成熟化したバイオテクノロジー企業の将来展望:新たな治療法への挑戦が成功への道を拓く Mature Biotech Outlook 2015: New Therapy Ventures Pave the Way for Success
出版日: 2015年01月26日 ページ情報: 英文 90 Pages
概要

バイオテクノロジー企業の全てが、これまでに黒字達成に成功し、投資家からの注目を集めてきました。こうした企業は現在、ニッチな治療法や適応症を選択し、その治療費の高さをニーズの有無の判断材料としています。大手製薬企業が企業合併・買収 (M&A) を精力的に進めていますが、成熟化したバイオテクノロジー企業では、自社の中核分野を維持しつつ、未開拓の新たな治療薬 (がん・血友病など向け) の開発に挑もうとしています。小分子のジェネリック医薬品と同様に、バイオシミラーの開発も容易になっており、近年中には認証を得られると期待されています。すでに大規模な投資に踏み切り、あと数年で巨大製薬企業に成長する見込みのある企業もあります。

当レポートでは、主要バイオテクノロジー企業の主な貢献について詳細に分析しております

目次

  • Acorda Therapeutics:神経症関連のパイプラインの巨大化
  • Alexion Pharma:パイプライン製品の成熟化による競争力の強化
  • Amgen:より大規模なバイオ医薬品市場への注力 - バイオ医薬品の製造経験を積んで、バイオシミラーに生かす
  • Biogen Idec:新製品上市による成長と、新規パイプライン製品による臨床マイルストーンの達成
  • Celgene:長期的利益のためのイノベーション戦略
  • Gilead Sciences:C型肝炎ウイルス (HCV) 治療薬の新たなリーダーとして台頭
  • Regeneron:後期段階のパイプラインの可能性 - 更なる成長の促進要因
  • Vertex Pharma:大規模市場からニッチな適応症へ - 方向転換の完了

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目次
Product Code: 4479

All biotech companies - Gilead (GILD), Amgen (AMGN), Biogen Idec (BIIB) and Celgene (CELG), in past year, have given a positive return and hence increased the interest of biotech investors. These companies have been able to select therapy/niche indication where the high treatment cost justifies the need. While large pharma companies are active in M&A deals, the Mature biotech companies are sticking to its core expertise and venturing into unexplored/new therapy; e.g., GILD in anti-cancer and BIIB for hemophilia. Alike small molecule generics, biosimilar will also get easier and getting similar pace of recognition in coming years; where AMGN, BIIB already started investing in this space and can emerge as a big player in coming years.

REGN, ALXN, and VRTX have transformed into a large-cap mature biotech companies. Whether these three will be acquired or will remain independent and evolve in next giant is still a question, but both the cases present a good investment opportunity for those who willing to hold them for next five years.

GILD has announced the dividend payment and now all eyes will be on CELG and BIIB.

Table of Contents

In-depth Company Analysis and Reports on:

1. Acorda Therapeutics - Neurological Pipeline Getting Bigger

  • Key Pipeline Drugs
    • a. CVT -301 (PhIII, OFF episodes of Parkinson's disease)
    • b. Dalfampridine (PhIII, post-stroke walking deficits)
    • c. rHIgM22 (Remyelinating mAb, PhI)
    • d. Glial Growth Factor 2 (neuregulin, PhI, GGF2)
  • Other Programs in the Pipeline - Future Uncertain

2. Alexion Pharma - Pipeline Maturity will witness a Strong 2015 for ALXN

  • Asfotase alfa (hypophosphatasia, HPP, R) on Track
  • Soliris in PNH and aHUS: Growth to Continue
  • SOLIRIS BEYOND PNH AND aHUS
  • Beyond Soliris
  • Other PhII Programs
  • Messenger RNA Therapeutics platform from Moderna

3. Amgen - Focus On New Biologics For Larger Market And Exploiting Biologics' Manufacturing Experience For Biosimilars Gain

  • Newly Marketed Product: Future Growth
    • a. Kyprolis
    • b. BLINCYTO
  • Key Pipeline Products and Development
    • a. Evolocumab (R, PCSK9 Inhibitor, CVD, SC)
    • b. Ivabradine (R, Chronic Heart Failure):
    • c. Talimogene laherparepvec
    • d. Brodalumab (PhIII, moderate-to-severe plaque psoriasis and psoriatic arthritis, PhII, Asthma)
    • e. Omecamtiv mecarbil (PhIIb, Heartfailure, licensed from Cytokinetics)
    • f. Romosozumab (PhIII, co-developed with UCB, Postmenopausal Osteoporosis, PMO)
    • g. AMG 334 (PhIIb, CGRP receptor mAb)
    • h. Trebananib (PhIII, Ovarian Cancer):
    • i. AMG 416 (PhIII, secondary hyperparathyroidism in pt with CKD, velcalcetide)
  • Failed in Clinical studies
  • Biosimilars in Development
  • AMGN's Commercial Strategy

4. Biogen Idec - Growth from Newly Launched Products + Clinical Milestones of Novel Pipeline

  • Near-Term Key Pipeline Candidates to Watch
  • Hemophilia Franchise Offers Long-Term Opportunity
  • Anti-CD20 franchise Continues to Grow through Label Expansion of GAZYVA
  • NEUROLOGY: LEADERSHIP IN MS AND PORTFOLIO EXPANSION

5. Celgene - Innovative Strategies for Long Term Gains

  • Development In Multiple Myeloma Franchise: Strengthening Pipeline
  • Other Oncology Drugs
  • Inflammation - Pipeline to start contributing to sales by 2015
  • Other Products in Early stage for Long Term Growth

6. Gilead Sciences - Poised to Emerge as a Leader in HCV Treatment

  • Sovaldi has made the way, Harvoni to take Lead
  • Pipeline: Anti-viral Franchise - HCV
  • Antiviral Franchise - HIV
  • Cardiovascular Program
  • Beyond Anti-Virals- Oncology
  • Acquisitions In Last Two Years

7. Regeneron - Late-Stage Pipeline Potential - Accelerator for Further Growth

  • Label expansion of E ylea in DME, BRVO, and Myopic CNV indication
  • Late-Stage Pipeline
  • REGN-Sanofi Collaboration

8. Vertex Pharma - From Large Volume Market to Niche Indications - Transformation has Paid

  • Cystic Fibrosis: Success in G551D mutation to Repeat in Larger Population of del508 Mutation
  • Small But Meaningful Addition in Other Mutations for KALYDECO monotherapy
  • CF BACKGROUND
  • Beyond CF Not a Priority
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