We wanted to flag a recent poster from an academic retrospective analysis linked HERE that could dampen uptake of Vyxeos, Jazz’s AML drug with ~ $380mm in 2026 consensus estimates, vs generic High-dose Cytarabine treatment regimens (HiDAC) in secondary AML where its currently approved. Please note, the poster will formally presented at ASH on Sunday December 8th at 6pm (abstract # 2639)...although we noticed one of the study authors tweeted the poster recently
Search Coverage List, Models & Reports
Search Results1-10 out of 62
Axsome’s AXS-12, an oral previously failed antidepressant that we felt could be a threat to Xyrem’s narcolepsy franchise (see our preview note below), hit its phII primary endpoint (n=21) by showing a stat sig reduction in # of cataplexy attacks… call at 8AM EST (844) 698-4029
We finally got Judge Balkman’s final ruling re: the opioid trial vs JNJ and OK – at a high level JNJ’s fine was reduced by $107mm (due to a typo!) to $465mm. That however wasn’t the key question in our minds heading into the hearing.
We attended the Tecfidera IPR oral hearing (final decision likely early Feb 2020) at the USPTO patent offices in Alexandria VA today at 1PM (11/13/19) …please click HERE for our note this AM previewing the IPR case.
We’ll be attending the Tecfidera IPR oral hearing at the USPTO patent offices in Alexandria VA today (11/13/19) at 1PM…for a list of relevant dates to track on both the IPR/District Court case please see the appendix below
In today's Wolfe Research Healthcare Team bi-weekly webcast, I spoke on takeaways from our BHC NDR and from our Inaugural Wolfe HC Conference last week, in which we had presentations from ARGX, MDGL, and ENTA mgmt.
Teva reported a better than expected Q that saw FY guidance revised upwards + the appointment of a new CFO Eli Kalif + a marginal improvement in Teva’s FCF (a topic that came up often in investor meetings) + topline revenues hitting ($4264mm vs $ 4240mm) – guidance changes summarized below:
Jazz reported what at 1st glance seems like a very positive Q3 – topline revenues beat by $12mm, EPS came out well ahead as well ($4.10 vs $3.63) & FY guidance was increased on both revenues and EPS.
MYL reported a below expectations Q that was highlighted by a miss on revs (EU,ROW) primarily due to Fx & gross margin pressures. MYL also lowered 2019 guidance revs guidance by ~2%.
Ahead of our meeting with BHC mgmt. at our midtown NYC offices at 1:30pm EST today we wanted to put out a Deck with Q’s.
- 1 of 7
- next →