Roche and Amgen Watched in Challenge over EPO
Executive Summary
Published in May's RPM Report as "A CERA-ous Challenge to Amgen's EPO Franchise?" How serious is the follow-on biological challenge from Roche's CERA to Amgen Inc.'s $6 billion erythropoietin (Epogen) franchise? Serious enough to move Amgen from a growth favorite to a biotech bargain. Serious enough to threaten the ability of Amgen and Procrit manufacturer Johnson & Johnson Inc. to find new dollars in the EPO world market in 2009 and beyond.
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Why EPO Matters
Dramatic events in the EPO market--roiled by patent fights, biosimilars, and next-generation products--are important not merely to the current EPO players. They affect nearly all large-molecule companies.
Why EPO Matters
Dramatic events in the EPO market--roiled by patent fights, biosimilars, and next-generation products--are important not merely to the current EPO players. They affect nearly all large-molecule companies.
FibroGen Wins Big Upfront, Keeps US Rights to Oral Anemia Drug
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