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seekingalpha.com » Healthcare Sector and Stocks Analysis from Seeking Alpha - 17 hours ago
EP Vantage submits: US health reform in what may be its final form is a mixed bag for pharmaceutical manufacturers and will have differing effects on various sectors of the industry. Gone is the ban on "pay-for-delay" …
seekingalpha.com » Healthcare Sector and Stocks Analysis from Seeking Alpha - Mar 19, 2010
EP Vantage submits: Not many events have sufficient gravitas to move shares in £64bn ($103bn) GlaxoSmithKline (GSK) these days, a fact that puts the significance of Thursday’s 3.5% gain into perspective. The trigger …
seekingalpha.com » Biotech Sector and Stocks Analysis from Seeking Alpha - Mar 16, 2010
EP Vantage submits: The dreaded FDA complete response letter, so often seen as a major setback and perceived negatively by investors in afflicted companies, was Monday welcomed with open arms by shareholders in Amylin …
seekingalpha.com » Biotech Sector and Stocks Analysis from Seeking Alpha - Mar 15, 2010
EP Vantage submits: Avastin’s seemingly inevitable rise to becoming the top-selling drug in the world could be under threat. Roche (RHHBY.PK) reported results Friday of a phase III trial in prostate cancer showing …
seekingalpha.com » Biotech Sector and Stocks Analysis from Seeking Alpha - Mar 11, 2010
EP Vantage submits: With so many high-profile pipeline setbacks over the past couple of years, could the tide be turning back in Takeda’s (TKPHF.PK) favor with regard to one of its biggest and most valuable products? …
seekingalpha.com » Biotech Sector and Stocks Analysis from Seeking Alpha - Mar 9, 2010
EP Vantage submits: The only surprise following news that Roche (RHHBY.PK) and Biogen Idec (BIIB) have suspended phase III trials of ocrelizumab in rheumatoid arthritis (RA) and lupus was the limited impact it had on …
seekingalpha.com » Biotech Sector and Stocks Analysis from Seeking Alpha - Mar 7, 2010
EP Vantage submits: It has been a good week for Dendreon (DNDN). First, the FDA, prodded by rumours to the contrary, announced that it had not scheduled another advisory committee to review the application for cancer …
Also tagged: dndn
seekingalpha.com » Biotech Sector and Stocks Analysis from Seeking Alpha - Mar 3, 2010
EP Vantage submits: The good news is Medivation’s Alzheimer’s disease candidate, Dimebon (latrepirdine), appears to be a pretty safe drug; the bad news is it might not actually work in helping to treat this major …
seekingalpha.com » Healthcare Sector and Stocks Analysis from Seeking Alpha - Mar 2, 2010
EP Vantage submits: FDA approval of Shire’s (SHPGY) drug for Gaucher’s disease comes as little surprise given that velaglucerase, now known as Vpriv, was already being administered to patients on an approved treatment …
seekingalpha.com » Biotech Sector and Stocks Analysis from Seeking Alpha - Feb 24, 2010
EP Vantage submits: Gilead Science’s (GILD) efforts to expand its repertoire beyond its successful HIV portfolio got a small boost this week after the group managed to secure US approval for its cystic fibrosis (CF) …