MP Advisors is an independent company offering research and paramount knowledge within a healthcare industry. At present great many global pharmaceutical companies, especially in U.S., Europe, Russia, India and Japan are among MP Advisors’s clients. When founded, 1996, the agency is ensuring investment solutions and assessing investment opportunities with a penetrating eye on risks and benefits from funding pharma manufacturing.
MP Advisors unparalleled service includes:
- Financial Analysis;
- Competitive landscaping;
- Macro Analysis;
- Technology Transfer;
- Mergers & Acquisitions;
- Strategic planning;
- Forecast.
Customized reports are in the focus area of skillful and competent experts who explore, analyze and interpret data, select tools and approaches on how efficiently reach ultimate market decisions and reach maximum understanding of current biotech and therapeutic issues.
More than 200 medical companies’ profiles are in its database. MP Advisors publishes insightful reports fortified by proficient views of key specialists. Moreover, it produces ad hoc reports on Japan and Indian generic drug, Para IV, oncology, obesity and other therapy reviews.
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VERTEX PHARMA - Dependence on Success of its CF Pipeline = Risk
US$ 140.00
Vertex Pharma’s (VRTX) stock has moved up ~30% in this year mostly based on the ... detail, please read our report released on 9th March, 2013 on Vertex titled “Dependence on Success of its CF Pipeline = Risk!” Companies mentioned Vertex Pharma
April 2013
4 pages
RIGEL - SyK Inhibition Not Good Enough - Limited Market Potential!
US$ 140.00
RIGL/AZN’s Fostamatinib (FosD, syk inhibitor, PhIII) has again disappointed by not demonstrating better or at par efficacy with approved or competing RA drugs. ... , please read our report released on April 5, 2013, titled, “SyK Inhibition Not Good Enough - Limited Market Potential!” Companies mentioned Rigel
April 2013
5 pages
BIOGEN IDEC - Hold On - After TECFIDERA Array of Approvals Yet to Come!
US$ 140.00
... -release capsule of dimethyl fumerate) with a ‘clean’ label should seal Biogen Idec (BIIB)’s supremacy in the MS space. We expect TECFIDERA to become the ... our report released on 28th March, 2013 on BIIB titled, “Hold On - After TECFIDERA Array of Approvals Yet to Come!” Companies mentioned BIIB, BIOGEN IDEC
March 2013
6 pages
TRIUS THERAPEUTICS - Partnering or Buy Out = Upside
US$ 90.00
... and Skin Structure Infections – ABSSSI; PhII, CAP/HAP/Bacteremia, partnered with Bayer for Asian, LA and ME rights) from 2nd pivotal ... , please read our initiation report released on 26th March, 2013 on Trius (TSRX) titled “Partnering or Buy Out = Upside” Companies mentioned Trius Therapeutics
March 2013
4 pages
Astellas, Acofide: Japanese Approval Raises Global Hopes!
US$ 90.00
... approval for Acofide in Japan (Acotiamide /Z-338, functional dyspepsia, jointly developed by Astellas and Zeria in Japan). Acofide is the first drug to be approved ... for Functional Dyspepsia (under Rome III criteria) and addresses a huge unmet need – it is estimated that over a quarter of Japanese ...
March 2013
3 pages
SYMBIO - Growth Driver: PI3K Inhibitor’s Rigosertib & Cash to In-license More!
US$ 140.00
... FY13 (¥1,927m de-growth of 1.4%) and discontinuation of TREAKISYM for refractory/relapsed aggressive non-Hodgkin’s Lymphoma (NHL) brought down SymBio pharma (4582 ... , please read our report released on 22nd February 2013 on SymBio titled “Growth Driver: PI3K Inhibitor’s Rigosertib & Cash to In-license More!”
February 2013
4 pages
ACORDA - Building Confidence Beyond AMPYRA!
US$ 140.00
Acorda Therapeutics (ACOR) reported 4Q/FY12 results with a decent growth in sales ... label expansion of AMPYRA (POC data in 2Q13) and pipeline beyond AMPYRA could lead to the next driver to the stock. Successful ... our report released on 15th February 2013 on ACOR titled “Building Confidence Beyond AMPYRA!”
February 2013
3 pages
DR REDDY’S LAB - Growth to Slow Down on Higher Base, Margins to Remain Under Pressure
US$ 140.00
Dr Reddy’s Q3FY13 result was below our estimates as ... XL, ramp up of Fondaparinux (hospital segment) and Amoxil. We expect Dr. Reddy may participate in Vidaza opportunity which is due any time as an API ... US and Russia. We reiterate our market perform rating on Dr Reddy’s and retain out target price of Rs.1929.
February 2013
7 pages
INFINITY - IPI-145, Unpartnered, Potent PI3K Inhibitor = Larger Opportunity!
US$ 140.00
... both hematologic malignancies and inflammation indication has sparked interest in Infinity Pharma (INFI). Despite limited clinical data in hand, PC and in vitro ... read our report released on 13th February 2013 on INFI titled “IPI-145, Unpartnered, Potent PI3K Inhibitor = Larger Opportunity!”
February 2013
8 pages
Therapeutic Class Report Overview - Hemophilia
US$ 2,000.00
Hemophilia is an inherited (X-linked recessive trait), lifelong bleeding disorder that prevents blood from clotting due to insufficient or lack of adequate amount of clotting factors – Factor VIII (FVIII) and Factor IX (proteins in blood that control bleeding). Plasma-derived FVIII and FIX proteins were used ...
February 2013
47 pages
Therapeutic Class Report Overview - Rituxan Biosimilar
US$ 2,000.00
The growth in the biosimilar opportunity will be driven by several patent expiries of mega-blockbuster biologics in the next 5 years. Between 2012 and 2017, over $60b worth of sales of biologics in the US/EU will lose patent protection. Out of them, Roche’s/Biogen Idec’s Rituxan/MabThera (rituximab), Merck ...
February 2013
45 pages
CURIS- Time to Assess Value Beyond Erivedge!
US$ 140.00
... to bring a change in treatment paradigm of hematological malignancies (CLL, iNHL, ALL). Curis’s (CRIS) pipeline consists of a marketed drug Erivedge (L in US, R in EU/other, vismodegib, HedgeHog ... read our report released on 11th February. 2013 on CRIS titled “Time to Assess Value Beyond Erivedge!”
February 2013
7 pages
ISIS Pharma - Picture Beyond KYNAMRO - Targeting Other Niche Indications
US$ 140.00
... test that all antisense/ RNAi focused companies have to pass. ISIS has a robust cash position, valuable IP assets, and success of a few ... in the current pipeline could accelerate the transformation from a discovery to a pharma company and help it to grow beyond KYNAMRO.
January 2013
7 pages
ASTRAZENECA - Tremendous pressure - Messiah to be found
US$ 90.00
AZN reported its 4Q-2102 financial results, revenue declined by 15% while core EPS was up by 1% driven by one time tax benefits and lower operating costs. For 2013, the company has guided mid to high single digit decline in revenue, while core EPS should decline faster than revenue due to higher operating ...
January 2013
2 pages
CELGENE - Prospects Bright beyond Revlimid in MM - New Products + Label Expansion
US$ 140.00
With our conservative view on Revlimid – opportunity in EU (no approval in NDMM and Maintenance setting), reimbursement in China, and patent challenges; we expect net product sales’ CAGR (2013-17) of 17% (vs. CELG’s guidance: 19%) including risk adjusted late stage pipeline. We are positive on upcoming ...
January 2013
6 pages
ROCHE, Confidence building up on next gen. Rituxan (GA101)
US$ 90.00
Roche seems to be on track of delivering sustainable growth as it announced ... forward. With Perjeta and T-DM1 as well shaping up well, Roche is on a strong ground to sustain its revenues from Herceptin ... expected to reach the market in 2016, but by then, Roche would have GA101 on the market which would fend off ...
January 2013
3 pages
VERTEX PHARMA - Faltering Pipeline and Sales
US$ 140.00
Vertex Pharma (VRTX) 4Q12/FY12 earnings and FY13 guidance (total revenue: ... is banking on success of its Cystic Fibrosis (CF) drugs in the pipeline for resurrection. VRTX endeavors could be too late in competing from ... read our report released on 31st January, 2013 on Vertex titled “Faltering Pipeline and Sales”
January 2013
4 pages
DISHMAN, Worry on Cash Flow Continues
US$ 140.00
... visibility of free cash flow generation, we continue to remain concerned about the fate of highly levered (operating and financial) business model of Dishman. The fact ... land clearly signifies that company is not generating sufficient free cash flow to service its debt. As the proposed sale of SEZ land has ...
January 2013
6 pages
Drivers of M&A in 2013-2016: PI3Ks and BTK Inhibitors
US$ 2,000.00
... (CELG) M&A in Kinase Inhibitors in the last 5 years Related Milestones/catalysts in 2013-14 Combination Studies – PI3K, BTK inhibitors with Rituxan, Bendamustine in hematological ...
January 2013
62 pages
GILEAD SCIENCES - New HIV + HCV Products to Sustain the Growth Trajectory
US$ 140.00
nitial sales of newly added HIV products – Complera/ Eviplera (L, truvada + rilpivirine), Stribild (L in US, ... products contributed to the impressive 4Q12/FY13 results of Gilead. Positive data of Sofosbuvir (PMI, PhIII) in ... Through life cycle management of products for HIV, late stage HCV drugs and focus on ...
January 2013
8 pages
LUPIN, Quarterly Outperformance Driven by US, Tough Year Ahead
US$ 140.00
Lupin’s Q3FY13 result was higher than our estimates largely on account of ... are well entrenched and customers remain greatly brand loyal. Lupin’s earnings will also remain exposed to an appreciating INR. We increase our ...
January 2013
7 pages
PHARMACYCLICS - Ibrutinib - Promising to Deliver More
US$ 140.00
... that there is meaningful upside on positive PhIII data and approval of Ibrutinib (PCI-32765, PhIII, BTK inhibitor, partnered with JNJ, PhIII ... of time, and iv) Patient tolerability including lack of bone marrow damage. Ibrutinib is a best-in-class among leukemia drugs, showed durable efficacy in Tx-naïve (TN) ...
January 2013
14 pages
Therapeutic Class Report Overview - Japan Biosimilars
US$ 1,000.00
... forces as compared to generics, a number of companies aim to exploit this – Japan has seen a flood like consolidation and partnering activities in biosimilar ... , Yoshindo etc. to be amongst the key players in biogenerics business in Japan. In this piece, we attempt to evaluate the future competitive landscape of ...
January 2013
32 pages
SUNPHARMA - Acquisitions to drive the next Growth Wave
US$ 140.00
... this will take time. Leveraging Balance sheet for Acquisition Consolidation of recent acquisitions (URL and DUSA) as well as management’s quest for new ... in US. Management has commented that Sun Pharma will continue to seek acquisitions in US (focus on Derma) and other emerging markets with small to medium ...
January 2013
7 pages
CIPLA - Growth to Slow Down, Tough Time Ahead
US$ 140.00
... is looking to acquire front end. Going forward in FY14 we expect revenue growth to remain modest (8-9%) due to (1) high base of FY13 (2) dearth of ... do not remain enthused about Cipla’s inhaler opportunity in Europe as it has lost the first mover advantage. Modest growth in revenue (8-9%), Lower EBITDA margins ...
January 2013
6 pages
Global Pharmaceutical & Biotechnology Outlook 2013: Global Pharma
US$ 2,500.00
... Value added innovation) versus regulatory pressures to contain costs. Global Biopharmaceutical Outlook 2013-Large Cap Pharma, released by MP Advisors provides ... Emerging Markets and their importance in Growth of Large Cap Pharma 6. Global Pharma -Drugs Losing Patent Protection By 2017 7. Impact of patent ...
December 2012
131 pages
Brisotl-Myers Squibb - Eliquis Approved for SPAF in Europe – Waiting for decision with FDA
US$ 90.00
... and PFE announced the long awaited approval of Eliquis for stroke prevention in atrial fibrillation ... US approval, for which the PDUFA data has been set for 17th March 2013. . We foresee Eliquis clearly ... demonstrated in the ROCKET-AF trial. We expect Eliquis to cannibalize Pradaxa sales initially, while extensive ...
November 2012
2 pages
NATCO PHARMA– Outperform, Great Result - More to Come
US$ 140.00
Natco Pharma’s Q2 FY13 result was much ahead of our expectation on sales and EBITDA largely ... our expectation as Natco wrote off `61m as payment to SMS pharma over its old litigation. The company already launched Sunitinib in India, however, expects ...
November 2012
8 pages
SUN PHARMA – Outperform, Balance Sheet Leveraging At Play
US$ 140.00
... complex generics to drive growth. In other words, balance sheet would remain the biggest growth driver, both for ... generics are dwindling. DUSA acquisition looks very attractive for Sun Pharma due to (1) DUSA is acquired at a trailing EV / Operating ... of Rs.795 and reiterate our Outperform rating on the stock.
November 2012
7 pages
Celgene - ABRAXANE + Pipeline Drugs = Long Term Growth!
US$ 140.00
... Revlimid’s label expansion in 1st line RRMM and as maintenance therapy in EU, Celgene (CELG) 3Q12 earnings highlighted growth of Revlimid globally on both a YoY ... data from ABRAXANE trials in melanoma and pancreatic cancer……please read our report released on 11th Nov. 2012, titled, 'ABRAXANE + Pipeline Drugs = ...
November 2012
7 pages