Best of the Blog: IN VIVO, May/June 2009
Executive Summary
Our favorite blog posts related to stories not covered elsewhere in this month's IN VIVO.
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The GSK/Pfizer HIV Venture: Another Sign of Change?
Pfizer and GSK inked an innovative deal to create a jointly owned company focused on HIV therapeutics. The marriage combines GSK's marketing muscle and a stable of established products with Pfizer's newer offerings. While it's unlikely the new venture will unseat rival Gilead as the top player in the HIV market, the deal could be a cash cow for both drug makers, especially if a spin-out ensues.
Collaborating for Better R&D Productivity
Pooling multiple pharmaceutical companies' assets across a given therapeutic area will allow industry to make rational R&D investment decisions, expedite resource allocation and reduce investment in also-rans, eventually boosting productivity and improving a worsening reimbursement environment. Oncology may be a smart place to begin.
UCB: Will Cimzia Be Enough?
Cimzia's success is critical for UCB--not least to justify its $2.7 billion Celltech acquisition. But Cimzia will also be a test-case for whether mid-cap pharma can compete in biologics, particularly as the new Medicare program rolls out.