Articles Written by:    DEREK LOWE     

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Pfizer: What It Will Look Like a Year from Now

The Wall Street Journal's Health Blog got a chance to ask the higher-ups at Pfizer (PFE) what their R&D will look like a year from now. Their (understandably) not too-in-depth answers are here: Decentralized research units, with some functions run ...

From DEREK LOWE, ETF Investor,  20 Oct 2009
Related Topics: Pfizer Inc.,  Wall Street Journal

Justice Department Makes 2.3 Billion Dollar Example of Pfizer's Marketing Practices

No sooner do I write another post about pharma marketing than Pfizer (PFE) finds itself paying 3.2 billion dollars in fines for doing it improperly. 1.2 billion of that is a criminal penalty, and needless to say, they've set the current record. The ...

From DEREK LOWE, Seeking Alpha,  4 Sep 2009
Related Topics: Pfizer Inc.,  U.S. Department of Justice,  Department of Health,  Food and Drug Administration

Animal Rights Activists Take Anti-Novartis Protest Too Far

Novartis CEO Daniel Vasella says the people who burned down his holiday home and defiled his family's graves are not criminals but "terrorists" beyond dialogue. In an interview with the SonntagsBlick newspaper, the 55-year-old chief executive said the ...

From DEREK LOWE, ETF Investor,  11 Aug 2009
Related Topics: Novartis,  Daniel Vasella

Is Medarex's Prostate Cancer Drug a Success? Too Early to Tell

What's really going on with Medarex (MEDX) and ipilimumab? The company made news over the weekend with a press release from the Mayo Clinic, detailing what appears to be a substantial response in two prostate cancer patients. But the more you look at ...

From DEREK LOWE, Seeking Alpha,  23 Jun 2009
Related Topics: Medarex, Inc.

Glaxo Does a Deuterium Deal

And besides, if it were that good an idea Well, there's someone who certainly believes in the deuterated-drug idea! GlaxoSmithKline (GSK) has announced today that they've signed a deal with Concert Pharmaceuticals to develop these. There's a $ ...

From DEREK LOWE, ETF Investor,  2 Jun 2009
Related Topics: GlaxoSmithKline Inc

Should a Scientist Run Your Drug Company?

There's an interesting article that showed up in the Financial Times about the leadership of drug companies. Specifically, the number of them that are run by scientists (always lower than you would have thought) is dropping even further. Only one large ...

From DEREK LOWE, Seeking Alpha,  8 Apr 2009

Arena's Obesity Drug Not Likely to Make It

One of the drug targets for obesity that’s been kicking around for years now is a serotonin-receptor based idea, a 5-HT2c agonist. There are several lines of evidence that make this a plausible way to affect appetite – well, as plausible as any of the ...

From DEREK LOWE, ETF Investor,  31 Mar 2009
Related Topics: Arena Pharmaceuticals, Inc.,  Food and Drug Administration

J&J's Reaction to Merck / SGP Likely to Come Soon

(c) Change in Control. If either party is acquired by a third party or otherwise comes under Control (as defined in Section 1.4 above) of a third party, it will promptly notify the other party not subject to such change of control. The party not ...

From DEREK LOWE, ETF Investor,  10 Mar 2009
Related Topics: Merck & Company, Inc.

Merck / Schering-Plough Deal Makes Sense Up to a Point

So Merck (MRK) wasn’t kidding about making a large deal, was it? When I used to work for Schering-Plough (SGP) back in the 1990s, there were constant rumors, the whole eight years I spent there, about the company merging or being taken over. And as far ...

From DEREK LOWE, Seeking Alpha,  9 Mar 2009
Related Topics: Merck & Company, Inc.,  Pfizer Inc.

Does Roche Really Pose a Threat to Genentech's Culture?

This article from the San Jose Mercury News has gotten a lot of attention for its take on the Roche (RHHBY.PK)-Genentech (DNA) struggle. The reporter, Steve Johnson, is asking if all the concerns about Genentech's fate are overdone. It's true that the ...

From DEREK LOWE, ETF Investor,  24 Feb 2009
Related Topics: Genentech, Inc.,  Steve Johnson,  Samuel Johnson

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