Sanofi says they'll be sharing their latest "roadmap" on November 6:
roadmap announcement coming up"Despite headwinds in our diabetes business, we are confident in Sanofi's long-term prospects and we look forward to sharing our roadmap for the Group on November 6, 2015."
I noticed they were aggressive about pushing praluent:
"In September, the European Commission (EC) granted marketing authorization for Praluent® (alirocumab, collaboration with Regeneron) for the treatment in certain adult patients of hypercholesterolemia characterized by high level of low-density lipoprotein (LDL) cholesterol. This approval follows the FDA approval received on July 24th. In August, Praluent® was also submitted to Japanese health authorities."
But I still can't find anything regarding efforts to gain foreign approval for afrezza.
This will change in 1Q16 as a result of 9/22 JAC. Multiple new fronts will be opened simultaneously in the Diabetes War when the Allies fight back in EU and ME. Olivier was fed up. He will declare war on Nov 6. 'Nuff is 'Nuff.
The 3rd, 4th indicator might be autoimmune disease TS drugs
Rheumatoid arthritis (RA) is an autoimmune disease that causes chronic inflammation of the joints. Autoimmune diseases are illnesses that occur when the body's tissues are mistakenly attacked by their own immune system.
AbbVie's Humira and Amgen's Enbrel together hold more than 80% of the inflammatory condition market share. Enbrel is currently on pace for $5 billion in sales, whereas Humira could be on pace for a record year of more than $13 billion. With little in the way of established competition, these two titans can raise their prices on an almost as-needed basis.
Something worth watching here is the imminent loss of patent exclusivity on Humira at the end of 2016 and the eventual introduction of non-branded competition. It's possible that the inflammatory condition class could see cost cuts in the near future with Humira's dominance ending, but we're still a little more than a year away from that happening.
Can we say AbbVie's inhaled Humira?
Multiple sclerosis (MS) is a potentially disabling disease of the brain and spinal cord (central nervous system). In MS, the immune system attacks the protective sheath (myelin) that covers nerve fibers and causes communication problems between your brain and the rest of your body.
There are a number of big players in MS, such as Teva Pharmaceutical (NYSE:TEVA) with its new longer-acting version of Copaxone. It'll be interesting to see how successful Teva is in transitioning patients over to the new extended formulation considering the prior-generation formulation is now off patent. For now, Copaxone maintains a commanding lead with nearly 30% market share, but expect this share to shift when Express Scripts updates the data next year.
Inhaled Copaxone by Teva?
