Why EPO Matters
Executive Summary
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.
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Can Amgen Find a New Engine?
Amgen's string of misfortunes has highlighted the group's need to find an alternative growth engine--one which will, necessarily, look very different from the current anemia franchise. The biotech is leaning too heavily on osteoporosis and cancer candidate denosumab.
Can Amgen Find a New Engine?
Amgen's string of misfortunes has highlighted the group's need to find an alternative growth engine--one which will, necessarily, look very different from the current anemia franchise. The biotech is leaning too heavily on osteoporosis and cancer candidate denosumab.
Regional EPO Deals: Large vs. Small Molecules
Two recent deals in the EPO space by Astellas and Takeda show how Japanese pharma is competing at top level for product rights outside its domestic market, and illustrate the heady terms that next-generation EPO candidates command. They're also another sign that regional dealmaking is back.