Followers | 837 |
Posts | 120350 |
Boards Moderated | 18 |
Alias Born | 09/05/2002 |
![](https://investorshub.advfn.com/uicon/14742.png?cb=1465058685)
Sunday, November 13, 2011 11:05:40 AM
ABT ReadMeFirst
[Updates:
info on Humira, Tofacitinib, and VX-509 from ACR;
FDA approves Xience Prime;
PRGO submits Androgel ANDA;
FDA requests phase-4 “outcomes” trial for TriLipix.]
Finances, outlook, and valuation
#msg-68255976 ABT announces split into two companies
#msg-68135262 Musings on the planned split-up (1)
#msg-68163766 Musings on the planned split-up (2)
#msg-68261696 3Q11 financial results
#msg-68261696 P/E = ~12x 2011 EPS guidance of $4.64-4.66
#msg-61658082 ABT is undervalued, says Barron’s (Apr 2011)
#msg-60102300 ABT hikes dividend for 39th consecutive year!
#msg-32844386 New $5B buyback authorization
#msg-34774636 ABT’s M&A track record is second to none (Jan 2009)
Diversified products business
#msg-68255872 ABT factoids re The Global Demographic Tailwind
#msg-66847069 Future of Pharma Made Simple
#msg-61699995 Drug sales in emerging markets: $400B in 2020 (IMS)
#msg-61960541 Branded generics in emerging markets—connecting the dots
#msg-62037218 More on branded generics (Forbes)
#msg-50473238 India’s fake drugs are a real problem
#msg-66584680 FDA approves companion diagnostic for PFE’s Xalkori
#msg-39511634 Cancer-biomarker collaboration with GSK
#msg-65470041 60% of Xience sales are ex-US
#msg-64256077 JNJ withdraws from DES business
#msg-68583591 FDA approves Xience Prime
#msg-54841998 Xience continues to best Taxus in SPIRIT IV
#msg-41731638 Xience blows away Taxus at three years in SPIRIT III
#msg-54842212 Xience crushes Taxus Liberté at 2 years
#msg-38097301 Xience shines in hard-to-treat subgroups
#msg-58615702 EU approves Absorb bioresorbable stent
#msg-61503095 WSJ profiles Absorb (Mar 2011)
#msg-61809155 1-year Absorb data are impressive
#msg-66916881 Testing of Absorb begins in critical limb ischemia
#msg-50436738 Piramal acquisition (May 2010)
#msg-50022514 Zydus Cadila acquisition (May 2010)
#msg-41922225 Solvay acquisition (Sep 2009)
#msg-41374735 Evalve acquisition (Sep 2009)
#msg-41143330 Visiogen acquisition (Sep 2009)
#msg-34762429 AMO acquisition (Jan 2009)
#msg-34244326 Ibis Biosciences acquisition (Dec 2008)
Proprietary Pharma business
#msg-68221363 Pipeline overview from 10/21/11 webcast
#msg-64677120 Humira will be world’s biggest drug in 2012
#msg-61383188 Musings on threat to Humira from Tofacitinib (1)
#msg-66970993 Musings on threat to Humira from Tofacitinib (2)
#msg-68743172 Data on Humira and Tofacitinib from ACR 2011
#msg-39417561 Size and segments of US market for RA
#msg-62953768 Humira hits primary endpoint in ulcerative colitis
#msg-61989536 Antibodies against Humira are no big deal
#msg-68388014 VX-509 data from ACR 2011
#msg-64449921 ABT licenses anti-CD4 mAb from Biotest AG
#msg-68828037 FDA requests phase-4 “outcomes” trial for TriLipix
#msg-62207709 Capsule summary of TriCor ACCORD study
#msg-62591674 Bearish musings on TriCor/TriLipix (Forbes)
#msg-51992958 Does TriCor prevent diabetic retinopathy?
#msg-63617748 NIH terminates Niaspan AIM-HIGH study
#msg-28510348 Heart disease: Not about cholesterol?
#msg-63656000 Once is happenstance, twice is coincidence, three times…
#msg-68216224 Purportedly unprecedented all-oral results in HCV (1)
#msg-68216772 Purportedly unprecedented all-oral results in HCV (2)
#msg-64332248 Bardoxolone advances to phase-3
#msg-56946507 Phase-2b Bardoxolone data
#msg-54747777 ABT licenses Reata’s Bardoxolone for CKD
#msg-66027502 Daclizumab succeeds in phase-2b; safety questions remain
#msg-50509176 Phase-3 Daclizumab trial in RRMS begins
#msg-57504180 Phase-2 Elotuzumab Data in MM
#msg-67040135 Elagolix starts phase-2 in uterine fibroids
#msg-51386069 Economics of Elagolix partnership with NBIX
#msg-51343858 ABT licenses NBIX’s Elagolix for endometriosis
#msg-62599720 FDA approves ‘low volume’ Androgel
#msg-68618073 PRGO submits Androgel ANDA
#msg-52406597 Nuke-sparing HIV program (Kaletra+Isentress)
#msg-58794717 ABT withdraws BLA/MAA for Briakinumab
#msg-47606240 Facet Biotech acquisition (Mar 2010)
#msg-43510907 Anti-NGF mAb for pain (Nov 2009)
#msg-14553895 Kos acquisition (Nov 2006)
Legal and miscellaneous
#msg-68178775 ABT settles TriLipix case (Oct 2011)
#msg-60237946 ABT wins Humira litigation vs JNJ (Feb 2011)
#msg-58671882 ABT wins Humira litigation vs Bayer (Jan 2011)
#msg-61547460 ABT prevails in Norvir litigation vs GSK (Mar 2011)
#msg-44080721 ABT, Teva settle TriCor patent case (Dec 2009)
#msg-37562781 ABT sues JNJ on Simponi patent (May 2009)
[Updates:
info on Humira, Tofacitinib, and VX-509 from ACR;
FDA approves Xience Prime;
PRGO submits Androgel ANDA;
FDA requests phase-4 “outcomes” trial for TriLipix.]
Finances, outlook, and valuation
#msg-68255976 ABT announces split into two companies
#msg-68135262 Musings on the planned split-up (1)
#msg-68163766 Musings on the planned split-up (2)
#msg-68261696 3Q11 financial results
#msg-68261696 P/E = ~12x 2011 EPS guidance of $4.64-4.66
#msg-61658082 ABT is undervalued, says Barron’s (Apr 2011)
#msg-60102300 ABT hikes dividend for 39th consecutive year!
#msg-32844386 New $5B buyback authorization
#msg-34774636 ABT’s M&A track record is second to none (Jan 2009)
Diversified products business
#msg-68255872 ABT factoids re The Global Demographic Tailwind
#msg-66847069 Future of Pharma Made Simple
#msg-61699995 Drug sales in emerging markets: $400B in 2020 (IMS)
#msg-61960541 Branded generics in emerging markets—connecting the dots
#msg-62037218 More on branded generics (Forbes)
#msg-50473238 India’s fake drugs are a real problem
#msg-66584680 FDA approves companion diagnostic for PFE’s Xalkori
#msg-39511634 Cancer-biomarker collaboration with GSK
#msg-65470041 60% of Xience sales are ex-US
#msg-64256077 JNJ withdraws from DES business
#msg-68583591 FDA approves Xience Prime
#msg-54841998 Xience continues to best Taxus in SPIRIT IV
#msg-41731638 Xience blows away Taxus at three years in SPIRIT III
#msg-54842212 Xience crushes Taxus Liberté at 2 years
#msg-38097301 Xience shines in hard-to-treat subgroups
#msg-58615702 EU approves Absorb bioresorbable stent
#msg-61503095 WSJ profiles Absorb (Mar 2011)
#msg-61809155 1-year Absorb data are impressive
#msg-66916881 Testing of Absorb begins in critical limb ischemia
#msg-50436738 Piramal acquisition (May 2010)
#msg-50022514 Zydus Cadila acquisition (May 2010)
#msg-41922225 Solvay acquisition (Sep 2009)
#msg-41374735 Evalve acquisition (Sep 2009)
#msg-41143330 Visiogen acquisition (Sep 2009)
#msg-34762429 AMO acquisition (Jan 2009)
#msg-34244326 Ibis Biosciences acquisition (Dec 2008)
Proprietary Pharma business
#msg-68221363 Pipeline overview from 10/21/11 webcast
#msg-64677120 Humira will be world’s biggest drug in 2012
#msg-61383188 Musings on threat to Humira from Tofacitinib (1)
#msg-66970993 Musings on threat to Humira from Tofacitinib (2)
#msg-68743172 Data on Humira and Tofacitinib from ACR 2011
#msg-39417561 Size and segments of US market for RA
#msg-62953768 Humira hits primary endpoint in ulcerative colitis
#msg-61989536 Antibodies against Humira are no big deal
#msg-68388014 VX-509 data from ACR 2011
#msg-64449921 ABT licenses anti-CD4 mAb from Biotest AG
#msg-68828037 FDA requests phase-4 “outcomes” trial for TriLipix
#msg-62207709 Capsule summary of TriCor ACCORD study
#msg-62591674 Bearish musings on TriCor/TriLipix (Forbes)
#msg-51992958 Does TriCor prevent diabetic retinopathy?
#msg-63617748 NIH terminates Niaspan AIM-HIGH study
#msg-28510348 Heart disease: Not about cholesterol?
#msg-63656000 Once is happenstance, twice is coincidence, three times…
#msg-68216224 Purportedly unprecedented all-oral results in HCV (1)
#msg-68216772 Purportedly unprecedented all-oral results in HCV (2)
#msg-64332248 Bardoxolone advances to phase-3
#msg-56946507 Phase-2b Bardoxolone data
#msg-54747777 ABT licenses Reata’s Bardoxolone for CKD
#msg-66027502 Daclizumab succeeds in phase-2b; safety questions remain
#msg-50509176 Phase-3 Daclizumab trial in RRMS begins
#msg-57504180 Phase-2 Elotuzumab Data in MM
#msg-67040135 Elagolix starts phase-2 in uterine fibroids
#msg-51386069 Economics of Elagolix partnership with NBIX
#msg-51343858 ABT licenses NBIX’s Elagolix for endometriosis
#msg-62599720 FDA approves ‘low volume’ Androgel
#msg-68618073 PRGO submits Androgel ANDA
#msg-52406597 Nuke-sparing HIV program (Kaletra+Isentress)
#msg-58794717 ABT withdraws BLA/MAA for Briakinumab
#msg-47606240 Facet Biotech acquisition (Mar 2010)
#msg-43510907 Anti-NGF mAb for pain (Nov 2009)
#msg-14553895 Kos acquisition (Nov 2006)
Legal and miscellaneous
#msg-68178775 ABT settles TriLipix case (Oct 2011)
#msg-60237946 ABT wins Humira litigation vs JNJ (Feb 2011)
#msg-58671882 ABT wins Humira litigation vs Bayer (Jan 2011)
#msg-61547460 ABT prevails in Norvir litigation vs GSK (Mar 2011)
#msg-44080721 ABT, Teva settle TriCor patent case (Dec 2009)
#msg-37562781 ABT sues JNJ on Simponi patent (May 2009)
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”
Join the InvestorsHub Community
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.