[ABT inks oncology deal with SGEN; dividend payouts of ABT/ABBV following split-up (corrected).]
CORPORATE AND FINANCIAL
Planned split into two companies (ABT and ABBV) #msg-68255976 Abbott announces split into two companies #msg-73944124 Analysts begin to calculate post-split valuation #msg-80866249 Combined ABT/ABBV dividend will increase to $2.12 in 2013 #msg-80008890 ABBV’s presumptive CEO misstated academic degrees #msg-77970916 Barron’s profiles Miles White, ABT’s CEO
Finances, valuation, and track record #msg-80632850 3Q12 financial results #msg-80718303 Non-GAAP EPS guidance for 4Q12 #msg-72254159 ABT hikes dividend for 40th consecutive year! #msg-61658107 ABT is undervalued, says Barron’s (dated but still a good read) #msg-34774636 ABT’s M&A track record is second to none
THE NEW ABBOTT (current ABT minus AbbVie)
Branded generics and nutritionals businesses #msg-75216470New Abbott will be a consumer powerhouse #msg-74567343 New Abbott is beneficiary of The Global Demographic Tailwind (1) #msg-68255872 New Abbott is beneficiary of The Global Demographic Tailwind (2) #msg-61699995 Drug sales in emerging markets: $400B in 2020 (IMS) #msg-61960541Branded generics in emerging markets—connecting the dots #msg-62037218 More on branded generics (Forbes) #msg-50473238India’s fake drugs are a real problem #msg-50436738 Piramal acquisition (May 2010) #msg-50022514 Zydus Cadila acquisition (May 2010) #msg-41922225 Solvay acquisition (Sep 2009)
Diagnostics business #msg-66584680 FDA approves companion diagnostic for PFE’s Xalkori #msg-69394663 ABT, GSK ink deal for PLAME-antigen companion diagnostic
ABBVIE
Humira #msg-80043808Humira has wide array of approved indications (newest: UC) #msg-79013119 UC indication could garner additional $1B in Humira sales #msg-61383188Musings on threat to Humira from Tofacitinib (1) #msg-66970993 Musings on threat to Humira from Tofacitinib (2) #msg-79941294 Survey of rheumatologists re FoB’s is bullish for ABT
#msg-68743172 Data on Humira and Tofacitinib from ACR 2011 #msg-61989536 Antibodies against Humira are no big deal #msg-76327260 Roche study of Actemra vs Humira was biased #msg-74453479 A short history of Humira (Luke Timmerman) #msg-39417561 Size and segments of US market for RA
HCV pipeline #msg-80736847ABT reports superlative interim data in Aviator trial (table) #msg-80543900 ABT reports superlative interim data in Aviator trial (FierceBiotech) #msg-80555635 Comparison of Aviator and PILOT studies #msg-80634180 ABT advances all-oral HCV program to phase-3 (1) #msg-80633053 ABT advances all-oral HCV program to phase-3 (2) #msg-80633316 ABT advances all-oral HCV program to phase-3 (3) #msg-80555343 Do all-oral HCV programs require a nuke?
Elagolix program #msg-76277354 Elagolix starts phase-3 in endometriosis #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
Lipid franchise #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…
Oncology and miscellaneous #msg-80718303 ABT, Reata terminate Bardoxolone program #msg-80807736 ABT inks oncology deal with SGEN #msg-64449921 ABT licenses anti-CD4 mAb from Biotest AG #msg-57504180 Phase-2 Elotuzumab Data in MM
#msg-68245312 Daclizumab succeeds in phase-2b #msg-50509176 Phase-3 Daclizumab trial in RRMS begins #msg-78092224 NIH study elucidates the MoA of Daclizumab in MS
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