Replies to post #156732 on Biotech Values

[DewDiligence]

Barron’s likes HSP as turnaround story/FoB play:

http://online.barrons.com/article/SB50001424052748704372504578284022690559856.html

Note: HSP is not listed in the table in #msg-84414634 because they are running their FoB program solo.

[DewDiligence]

Major FoB Collaborations

[Added HSP-Celltrion collaboration.]


Items are shown in reverse chronological order.

 
                 Date   Targets   Geography     iHub References 
 Catalent-UMN   12/12   various   Asia          #msg-82556713 
 Merck KGaA-RDY  6/12   oncology  global        #msg-76359649 
 Daiichi-Coherus 5/12   *         Asia          #msg-75397629 
 Fujifilm-Kyowa  3/12   Humira    not specified #msg-73800486 
 ACT-Bioton      2/12   insulin   US & Europe   #msg-74987123 
 ACT-AMGN       12/11   †         global        #msg-70097496, #msg-84340328 
 BAX-MNTA       12/11   various‡  global        #msg-70212854, #msg-70258421 
 Samsung-BIIB   12/11   @         not specified #msg-69629103 
 MRK-Hanwha      6/11   Enbrel    global**      #msg-64164954, #msg-64193403  
 HSP-Celltrion  10/09   z         global        #msg-84519981, #msg-77816122 
 MYL-Biocon      6/09   x         global        #msg-39119393, #msg-72421544  
 TEVA-Lonza      1/09   y         global        #msg-34930012  
 Procognia-UTR   n/a    Humira    not specified #msg-84340976

*Enbrel and Rituxan.

**US presumably excluded due to AMGN’s long-lasting patent protection.

†Humira, Remicade, Herceptin, Avastin, Rituxan, Erbitux; excludes AMGN FoB’s for AMGN’s branded drugs.

‡Three products in development: 2 auto-immune and 1 oncology—my guesses are Humira, Orenica, Erbitux; may include up to 6 products eventually.

@ Rituxan program terminated (#msg-80622249); status of other programs unknown; presumably excludes FoB’s for BIIB’s branded drugs.

x Six products: Herceptin, Neulasta, Avastin, Humira, Enbrel, one undisclosed.

y Rituxan program terminated (#msg-80236315); status of other programs unknown.

z Eight products: Remicade, Herceptin, Rituxan, Enbrel, Erbitux, Synagis, Humira, Avastin.

[jbog]

Merck, (MRK) known as MSD outside the United States and Canada, and Samsung Bioepis Co., Ltd., entered into an agreement to develop and commercialize multiple pre-specified and undisclosed biosimilar candidates.

“The combination of Merck’s global commercial presence with Samsung Bioepis’ biologic development and manufacturing capabilities positions the two companies well to increase access to biosimilars to improve human health,” said Rich Murray, Ph.D., senior vice president, biologics and vaccines research, Merck Research Laboratories. “We look forward to this collaboration and its potential to complement our expanding internal biologics portfolio.”

Under the agreement, Samsung Bioepis will be responsible for preclinical and clinical development, process development and manufacturing, clinical trials and registration. Merck will be responsible for commercialization. Samsung Bioepis will receive an upfront payment from Merck, product supply income and will be eligible for additional payments associated with pre-specified clinical and regulatory milestones. Further financial terms were not disclosed.

“Samsung Bioepis has been building the capabilities needed to develop high-quality biosimilars,” said Christopher Hansung Ko, Ph.D., CEO of Samsung Bioepis. “With this development and commercialization agreement, Samsung takes a significant step toward becoming a major player in the biopharmaceutical industry.”