Skip to Content

Posts tagged with "Business and Markets"

  • Business and Markets

    O Brave New Market, That Has Such Medicines In It

    I mentioned that Amgen had a rough time with their leptin program, but there are people who benefit tremendously from the protein. There are some people (very few, actually) who are similar to the ob/ob mouse, in that they have a mutation in their leptin protein gene. They tend to have a lot of metabolic… Read More
  • Business and Markets

    Bad News at a Bad Hour of the Night

    10:30 PM Eastern time, to be exact. That’s when Schering-Plough released their unwelcome news that they’re not going to be making nearly as much money as they’d been letting on they would. They had an all-day session with analysts last Thursday, but only got around to laying the egg after everyone had gone home. Wall… Read More
  • Business and Markets

    Caveat Lector

    Mentioning that interview brings something else to mind: the state of most public information about various drug companies, their pipelines, and their prospects. I’m not just talking about how mixed-up many popular press stories get (that’s a subject for another day, though.) This is sort of a sequel to the August 26th posting (“M… Read More
  • Business and Markets

    Muddying the Water For Fun and Profit

    I’ve been meaning to comment on some recent reports in the Wall Street Journal about the lengths that stock analysts have gone to get information on clinical trials. The main example was one David Risk of Sterling Financial (primarily a short-selling outfit, and quite sceptical of official company information.) Back in February, he signed on… Read More
  • Business and Markets

    Back For Some More

    Well, I’m back from a few days vacation with the kids. If there was any major science story breaking in the news, I sure didn’t hear about it. Not that I could hear very much over the background level of my 2- and (almost) 4-year-olds, mind you. Tomorrow, I can already tell, will be one… Read More
  • Business and Markets

    Marketing Ueber Alles

    The Wall St. Journal’s “Heard on the Street” column today made the case that Pfizer’s expansion isn’t really about scientific research. It’s about marketing. They’ll have a monstrously huge sales force, a big advertising budget, and so on. The article makes many of the same points that I’ve been harpi… Read More
  • Business and Markets

    By Any Other Name

    Is it just me, or does it seem a little odd that there was no doubt about what the Pfizer-Pharmacia merged company would be called? Recall that Sandoz and Ciba-Geigy threw two well-established brand names out the window to become Novartis. And Aventis had no choice when it formed; it was such a mouthful that… Read More
  • Business and Markets

    The Apatosaurus. The Spruce Goose. The Pyramids

    The news this morning is full of the Pfizer/Pharmacia (aka Pharmacia-Upjohn) merger. Perhaps this will trigger the long-expected wave of further drug company consolidation (but, then again, the Pfizer/Warner-Lambert deal was supposed to do that, too.) I hope it doesn’t, but I have to admit that the industry is congealing, and has been for som… Read More
  • Business and Markets

  • Business and Markets

    A Less-Than-Subtle Plan

    It seems that someone got very lucky just before the bad news hit at BMS (see the April 4 posting below.) That’s one explanation, and I hope that whoever it was is ready to defend it. Today’s Wall St. Journal reports that the day before the profit warning, some serious option transactions took place in… Read More
...102103104