Tracking Tweedy Browne's Portfolio - Q4 2014 Update
John Vincent - at Seeking Alpha - Sat Feb 14, 11:31AM CST
KOF: 84.71 (+0.59), DNOW: 25.64 (+0.70), CNQ: 31.63 (+0.45), WMT: 85.81 (-0.08), GOOG: 549.01 (+6.08), DEO: 113.89 (-1.40), BSBR: 5.07 (+0.19), NOV: 53.36 (+0.80), FII: 35.09 (+0.20), CSCO: 29.43 (-0.03), MA: 87.14 (-0.38), PSX: 76.62 (+1.51), TMK: 54.05 (+0.35), UN: 42.28 (-0.30), HAL: 44.19 (+1.42), AGCO: 49.78 (+0.97), COP: 69.88 (+1.84), WFC: 55.33 (+0.47), GSK: 47.94 (+1.99), UL: 43.03 (-0.17), CTWS: 37.37 (-0.03), NWLI: 245.15 (+0.45), RDS.A: 66.32 (+0.97), ANAT: 104.90 (-0.10), BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00), NVS: 102.20 (-0.17), MMM: 165.94 (+0.03), LMT: 196.95 (-0.53), UNF: 121.82 (-0.50), XOM: 93.37 (+1.00), SHEN: 30.36 (+0.37), JNJ: 99.62 (+1.18), GOOGL: 551.16 (+5.15), BK: 39.20 (-0.21), UNP: 122.60 (-1.23), JOY: 44.14 (+0.35), DVN: 66.47 (+0.69), AXP: 78.08 (-2.40), EMR: 58.68 (+0.08), HSBC: 46.13 (-0.01), ITW: 98.26 (+0.48), PM: 82.87 (-0.82), BRO: 33.01 (+0.20), TOT: 54.14 (-0.36), USB: 45.07 (-0.05), BAX: 70.39 (+0.31), CMCSA: 59.47 (+1.09), VZ: 49.31 (-0.21)
Novartis heart failure med NDA granted priority review
Seeking Alpha - at Seeking Alpha - Fri Feb 13, 12:24PM CST
NVS: 102.20 (-0.17)
Novartis' heart failure medicine LCZ696 granted FDA priority review
PR Newswire - Fri Feb 13, 10:32AM CST
Novartis announced today that the US Food and Drug Administration (FDA) has granted priority review for LCZ696, an investigational medicine for the treatment of heart failure with reduced ejection fraction (HFrEF). The designation is intended to accelerate the review of therapies that offer a significant improvement in the safety or effectiveness of the treatment, prevention or diagnosis of a serious condition.5 For LCZ696, this reduces the total review time from 12 to 8 months, meaning the target FDA action date is in August 2015.1
NVS: 102.20 (-0.17)
Incyte Posts Wider-than-Expected Q4 Loss; Revenues Miss - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Fri Feb 13, 8:20AM CST
Incyte Corporation (INCY) reported a fourth-quarter 2014 loss of 22 cents per share, wider than the Zacks Consensus Estimate of a loss of 14 cents and the year-ago loss of 15 cents per share.
ALNY: 95.54 (+1.67), INCY: 75.94 (+0.28), LLY: 70.56 (+0.03), NVS: 102.20 (-0.17)
Biosimilar firms up on Remicade patent rejection
Seeking Alpha - at Seeking Alpha - Thu Feb 12, 11:56AM CST
JNJ: 99.62 (+1.18), PFE: 34.64 (-0.23), AMGN: 153.48 (+0.30), EPRS: 7.67 (+0.67), PFNX: 12.45 (+0.29), HSP: 87.35 (unch), NVS: 102.20 (-0.17), CHRS: 27.11 (-0.71)
5 Things GlaxoSmithKline PLC's Management Wants You to Know
Sean Williams, The Motley Fool - Motley Fool - Thu Feb 12, 9:02AM CST
Source: GlaxoSmithKline, Facebook. The fourth quarter was another rough one for U.K.-based pharmaceutical giant GlaxoSmithKline . During the quarter, GlaxoSmithKline saw its revenue tumble 10% to $9.41 billion , inclusive of negative foreign...
JNJ: 99.62 (+1.18), THRX: 14.85 (+1.00), GSK: 47.94 (+1.99), NVS: 102.20 (-0.17)
Research and Markets: Industry Focus - Life Sciences: Vital Signs - The Analyst's Perspective - February 2015 Issue
Business Wire - Thu Feb 12, 6:29AM CST
Research and Markets (http://www.researchandmarkets.com/research/7x827q/industry_focus) has announced the addition of the "Industry Focus - Life Sciences: Vital Signs - The Analyst's Perspective - 2015 Issue" report to their offering.
FMI: 48.88 (+0.17), NVS: 102.20 (-0.17)
Industry Focus - Life Sciences: Vital Signs - The Analyst's Perspective - February 2015 Issue
M2 - Thu Feb 12, 5:58AM CST
Research and Markets (http://www.researchandmarkets.com/research/g9nfb4/industry_focus) has announced the addition of the "Industry Focus - Life Sciences: Vital Signs - The Analyst's Perspective - 2015 Issue" report to their offering. This issue of Vital Signs, released on February 4, 2014, discusses Roche's collaboration with Foundation Medicine, Novartis' potential anti-aging drug, and DNA Electronics; acquisition of nanoMR, Inc. Overview: - Roche Enters a Broad, Strategic Collaboration with Foundation Medicine in the - Field of Molecular Information in Oncology - The Race Toward Longevity: A Dream Come True? - DNA Electronics Ltd. Acquires nanoMR Inc. for $24 million For more information visit http://www.researchandmarkets.com/research/g9...stry_focus
FMI: 48.88 (+0.17), NVS: 102.20 (-0.17)
US Generic Drug Market Outlook 2015-2018
M2 - Wed Feb 11, 10:11AM CST
Research and Markets (http://www.researchandmarkets.com/research/fpsphp/us_generic_drug) has announced the addition of the "US Generic Drug Market Outlook 2018" report to their offering. The US Generics market, which was US$ 43.5 Billion in 2013, is anticipated to grow at a CAGR of around 11% during 2013-2018 The US is the largest pharmaceutical market in the world. Driven by the factors such as large healthcare spending, high per-capita income, and strong research & development investments, the pharmaceutical market in the US has witnessed an upward surge over the past few years. Additionally, the share of Generics has increased steadily in the pharmaceutical market, in terms of both revenue and prescriptions. The US generic drugs market accounts for a share of around 45% in the global Generics market. This share has been growing at a fast pace on the back of factors, such as demand for cost-effective medications, rising healthcare expenditure, increasing aging population, patent expiration of blockbuster drugs, and enhanced government support. Besides, factors such as surging drug prices, lack of FDA support, long product approval process, and legal controversies related to drug approvals are holding back growth in the Generics industry. Currently, the market is witnessing significant developments in terms of new product categories that are attracting huge investments from both public and private players. The Generics market in the US will showcase a healthy growth potential in various therapy segments, such as oncology, respiratory, thyroid, ulcers as well as cholesterol disorders in the coming years. Growth in the aforementioned segments will be the result of patent expirations of a number of the major drugs in the next few years. The support from the US government in the form of approvals and incentives, will also act as a catalyst for future growth in the generic domain. Key Topics Covered: 1. Analyst View 2. Research Methodology 3. Market Drivers 4. Market Challenges 5. Overview of Generics Sector 6. Market Potential for Generic Drugs in Key Therapies Segments 7. Market Trends & Developments 8. Regulatory Environment 9. Competitive Landscape - Actavis Plc - Amneal Pharmaceuticals - Dr. Reddy's Laboratories Ltd. - Endo International Plc. - Lupin Limited - Mylan Inc. - Pfizer Inc. - Sandoz Inc. (Novartis) - Teva Pharmaceuticals USA - Zydus Pharmaceuticals Inc. For more information visit http://www.researchandmarkets.com/research/fp...neric_drug
PFE: 34.64 (-0.23), NVS: 102.20 (-0.17)
Analyzing the Global Pharmaceutical Industry 2015
M2 - Wed Feb 11, 8:50AM CST
Research and Markets (http://www.researchandmarkets.com/research/jvx6qs/analyzing_the) has announced the addition of the "Analyzing the Global Pharmaceutical Industry 2015" report to their offering. This report presents a complete analysis of the global pharmaceutical industry by setting up an industry demarcation and providing a study on marketing dynamic of the industry like segments active in the industry, competitive activity and the overall market outlook. The global pharmaceutical industry is analyzed in this in-depth report through industry statistics (data ranging from 2009 to 2018), industry value, industry segmentation, an analysis of market share, competitive landscape and an industry forecast till 2018. The role played by the OTC pharmaceuticals in the global pharma industry is also explained in detail in the report with the intense marketing efforts prevalent in the industry in order to push the inclusion of OTC pharmaceuticals into the buy - store segment of home segments. The often competed and hotly contested area of Generics with the rapid proliferative competition from the low cost suppliers in the emerging markets is also explained in this report with the forecast for the industry which looks upbeat. We look at the patent expiries that the global pahrmaceutical industry is going through along with what the impact of this is going to be on the entire industry. An analysis of the key pharmaceutical markets is included in the report. We analyze each market through industry statistics, industry value analysis, geographic segmentation, industry trends and production trends (wherever available), market share analysis, competitive landscape and an industry outlook to 2018. Key Topics Covered: Section 1: Analyzing the Global Pharmaceutical Industry Section 2: Analyzing the Global Pharmaceutical Markets Section 3: Analyzing the Major Market Players Section 4: Glossary of Terms Companies Mentioned - Abbott Laboratories - Allergan, Inc. - Amgen, Inc. - Astellas Pharma - AstraZeneca - Aurobindo Pharma Ltd - Baxter International - Bayer AG - Boehringer Ingelheim - Bristol-Myers Squibb - Cadila Healthcare - Chiesi Farmaceutici SpA - Dr. Reddy's Laboratories Limited - Eisai Co., Ltd - Eli Lilly and Company - F. Hoffmann-La Roche - GlaxoSmithKline Plc - Jiangsu Yangtze River Pharmaceutical Group Co., Ltd. - Johnson & Johnson - Jubilant Life Sciences Ltd - Lupin Limited - Merck & Co. - Mylan Laboratories Ltd - Novartis AG - Pfizer - Sanofi SA - Takeda Pharmaceutical Company Limited - Teva Pharmaceutical Industries - Yunnan Baiyao Group For more information visit http://www.researchandmarkets.com/research/jv...lyzing_the About Research and Markets Research and Markets is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends.
ABT: 46.09 (+0.87), MYL: 55.85 (+1.34), AMGN: 153.48 (+0.30), LLY: 70.56 (+0.03), BMY: 60.04 (+0.56), GSK: 47.94 (+1.99), AGN: 229.49 (+1.87), JNJ: 99.62 (+1.18), BAX: 70.39 (+0.31), MRK: 58.81 (-0.07), TEVA: 56.77 (-0.58), NVS: 102.20 (-0.17)
Blueprint Medicines Appoints Anthony Boral, M.D., Ph.D., as Senior Vice President, Clinical Development
PR Newswire - Wed Feb 11, 7:05AM CST
Blueprint Medicines, a leader in discovering and developing kinase drugs to treat patients with genomically-defined diseases, today announced the appointment of Anthony (Andy) Boral, M.D., Ph.D., as Senior Vice President, Clinical Development. Dr. Boral joins Blueprint Medicines from Novartis Institutes for BioMedical Research, where he served for four years as Executive Director, Oncology Clinical Research. At Blueprint Medicines, he will join the executive management team and be responsible for clinical research and operations as well as regulatory affairs.
NVS: 102.20 (-0.17)
Glaxo Tries To Turn A Triple Play
EP Vantage - Seeking Alpha - Tue Feb 10, 12:47PM CST
There are several ways in which the treatment paradigm for chronic obstructive pulmonary disease could develop, and GlaxoSmithKline (NYSE: GSK ) has made a firm bet on one of them, yesterday starting a second pivotal trial combining a LAMA with a...
BIIB: 391.66 (-0.45), AZN: 69.96 (+0.20), GSK: 47.94 (+1.99), NVS: 102.20 (-0.17)
Follicular Thyroid Cancer Therapeutics Pipeline Market H1 2015 Review Report Available at RnRMarketResearch.com
PRWeb - Tue Feb 10, 11:31AM CST
The report "Follicular Thyroid Cancer - Pipeline Review, H1 2015″ provides comprehensive information on the therapeutic development for Follicular Thyroid Cancer. Peripheral Neuropathy (Sensory Neuropathy) is a damage to one or more of peripheral nerves that includes motor, sensory and autonomic fibers. The cause of peripheral neuropathy is often unidentified. The most widespread causes of peripheral neuropathy are diabetes, shingles, kidney failure, various drugs and vitamin shortage. When the peripheral sensory nerves are damaged, they fail to send sensory messages (pain, heat, touch, cold etc). Neuropathy occurs in 60% to 70% of people with diabetes. The report strengthens R&D pipelines by identifying new targets and MOAs to produce first-in-class and best-in-class products. Complete report is available at http://www.rnrmarketresearch.com/follicular-t...eport.html.
PFE: 34.64 (-0.23), GSK: 47.94 (+1.99), NVS: 102.20 (-0.17), EXEL: 2.48 (+0.20)
Apervita Voted "Most Likely to Make Biggest Immediate Impact on Digital Health" by HealthXL Partners and Advisors
PRWeb - Tue Feb 10, 9:08AM CST
Apervita, Inc. (http://www.apervita.com), the first health analytics market, today announced it was voted "most likely to make the biggest immediate impact on digital health" by industry partners and advisors at HealthXL (http://www.healthxl.org), the global clearing house for innovation in healthcare. More than 60 HealthXL community members from major global health enterprises cast their votes for 20 innovative health companies featured in the HealthXL Report. Among the shortlisted companies included in the report, Apervita collected the most votes for its platform enabling rapid self-service publishing of health analytics. Apervita will now present at the HealthXL event in Dublin on February 27 to some of the largest healthcare corporations in the world, such as IBM, Novartis and Linde Healthcare.
NVS: 102.20 (-0.17)
Roche's Lucentis Gets FDA Nod for Diabetic Retinopathy - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Mon Feb 09, 5:04PM CST
Positive news flowed in for Roche (RHHBY) when it announced that the FDA has approved Lucentis (ranibizumab injection) for the treatment of diabetic retinopathy (DR) in patients suffering from diabetic macular edema (DME).
AGN: 229.49 (+1.87), REGN: 402.40 (+0.66), NVS: 102.20 (-0.17)
Novartis Rises 3.76% on Heavy Volume: Watch For Potential Pullback
Comtex SmarTrend(R) - Mon Feb 09, 3:51PM CST
Novartis (NYSE:NVS) traded in a range yesterday that spanned from a low of $102.14 to a high of $103.50. Yesterday, the shares gained 3.8%, which took the trading range above the 3-day high of $99.74 on volume of 4.1 million shares. Often times after large one-day gains, short term traders will seek to take profits and, as such, investors should be cautious.
NVS: 102.20 (-0.17)
AstraZeneca Might Need More Than Buzzwords To Bridge The Gap
EP Vantage - Seeking Alpha - Mon Feb 09, 1:57PM CST
It is widely appreciated that life is going to get tougher for AstraZeneca (NYSE: AZN ) over the next couple of years as huge patent expiries bite chunks out of its top line. As the company would have it, however, profits will remain far more...
ACT: 285.37 (+3.71), AZN: 69.96 (+0.20), BMY: 60.04 (+0.56), NVS: 102.20 (-0.17)
Active Pharmaceutical Ingredients (API) Market in the US 2015-2019 with Abbott Laboratories, Aurobindo Pharma, Mylan & Teva Pharmaceutical Industries Dominating
M2 - Mon Feb 09, 10:26AM CST
Research and Markets (http://www.researchandmarkets.com/research/jgfvvc/active) has announced the addition of the "Active Pharmaceutical Ingredients (API) Market in the US 2015-2019" report to their offering. The API market in the US to grow at a CAGR of 7% over the period 2014-2019 Active pharmaceutical ingredients (API) are active substances that are used in the manufacture of drugs and that have pharmacological effects. They provide health benefits and play a vital role in disease diagnosis, prevention, and treatment. API may be synthesized either chemically or through biotechnological methods. They are used in a wide range of therapeutic areas such as oncology and for treatment of conditions such as respiratory disorders and rheumatoid arthritis. One major trend upcoming in the market is the strong focus on the development and introduction of high-potency API. Such products are increasingly used in oncology and for the provision of targeted therapy. According to the report, one of the key drivers contributing to the growth of the API market in the US is the strong preference for generic drugs compared with innovative or branded drugs. The use of generic equivalents is preferred to innovative drugs, with countries encouraging doctors and pharmacists to prescribe such equivalents. Further, the report states that stringent regulationse one of the major challenges that the market faces. Vendors are required to comply with elaborate procedures prior to product commercialization. For instance, compliance with GMP requirements increases costs for vendors. Key Vendors - Abbott Laboratories - Aurobindo Pharma - Mylan - Teva Pharmaceutical Industries Other Prominent Vendors - Albemarle - Aptuit - BASF - Biocon - Boehringer Ingelheim - Cambrex - Cipla - Dr. Reddy's Laboratories - Hospira - Lonza Group - Novartis - Pfizer - Sigma-Aldrich - Sun Pharmaceutical Industries Key Topics Covered: - Executive Summary - List of Abbreviations - Scope of the Report - Market Research Methodology - Introduction - Market Landscape - API Market in the US - Market Segmentation by Type of Production Process - Market Segmentation by Type of Product - Market Segmentation by Type of Players - Buying Criteria - Market Growth Drivers - Drivers and their Impact - Market Challenges - Impact of Drivers and Challenges - Market Trends - Trends and their Impact - Vendor Landscape - Key Vendor Analysis For more information visit http://www.researchandmarkets.com/research/jgfvvc/active
ABT: 46.09 (+0.87), CBM: 32.96 (+0.09), TEVA: 56.77 (-0.58), NVS: 102.20 (-0.17)