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.
Publications found:
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AMGEN- Launched Products + Geographical Expansion Should Sustain the Growth Momentum
US$ 140.00
... Biosimilars opportunity. AMGN is trading below the NPV of its marketed products + net debt ($92.0/s) and in light of upcoming catalysts, we ... more details on pipeline products, please read our report released on 8th Nov. 2012, titled, “Amgen - Launched Products + Geographical Expansion Should Sustain the ...
November 2012
7 pages
BIOGEN IDEC - Diversification and Strong Foothold in MS to Reign
US$ 90.00
We continue to like Biogen Idec (BIIB) as next year is also going to be eventful: Approval and launch of BG-12 ( ... , please read our report released on 7th Nov. 2012, titled, “Biogen Idec - Diversification and Strong Foothold in MS to Reign”.
November 2012
4 pages
PFIZER, Xeljanz (tofacitinib) approved for RA, but we see limited potential
US$ 90.00
Pfizer has been granted FDA approval for Xeljanz (tofacitinib) 5 mg twice daily for the ... fortnightly (subcutaneous) or much less frequent than tofacitinib. Besides no differentiation from a clinical perspective ... alpha therapy. Pfizer is also planning to discuss with FDA for the role of tofacitinib as first-line ...
November 2012
2 pages
CIPLA– Market Perform, Great Result But Not Completely Sustainable
US$ 140.00
Q2FY13 result was ahead of our estimates largely on account of higher than ... base. On a longer term basis, we do not remain enthused about Cipla’s inhaler opportunity in Europe as it has lost the first mover advantage ... estimate by 7-8%. We upgrade our target price to Rs.360 but retain our Market Perform rating.
November 2012
9 pages
DISHMAN – Underperform, Management Accepts the Limitations of Pure Play CRAMS
US$ 140.00
... we have continuously mentioned as the biggest problem for Dishman. Management now intends enter the global generic business so ... as to utilize the idle capacity. However, the management is probably late in realizing this as it will ... and also retain our Underperform rating on Dishman with target price of Rs.47
November 2012
6 pages
Biocon - Market Perform, Result Helped By Unsustainable Other Income
US$ 140.00
BIOCON - Market Perform, Result helped by unsustainable other income We reiterate our Market Perform rating on Biocon despite the Q2 FY13 result being higher than our estimates. ... values Syngene at ~11x EV/EBITDA – 16% higher than Biocon’s market valuation. We keep our estimate unchanged. We now rollover our ...
November 2012
7 pages
Dr Reddy’S Lab - Market Perform, Great Result, Still Growth To Remain Modest
US$ 140.00
INDIA PHARMA Sub: DR REDDY’S LAB - Market Perform, Great Result, Still Growth to Remain Modest We reiterate our Market Perform rating on DRRD with an upward ... our estimate largely due to high growth in the US generics market business (17% Q-o-Q, constant currency). Other expenses remained lower sequentially ...
October 2012
8 pages
Gilead - Life Cycle Management For Hiv And Hcv Pipeline = Upside
US$ 140.00
... Subject: GILEAD – Life Cycle Management for HIV and HCV Pipeline = Upside Abstract 3Q12 earnings (Table 1) and revised upward revenue guidance validates Gilead’s (GILD ... , please read our report released on 1st Nov., 2012, titled, “Life Cycle Management for HIV and HCV Pipeline = Upside”. Report type – Deep ...
October 2012
7 pages
Alexion - Innovative Drugs For Orphan Diseases Focus = Stability!
US$ 140.00
Abstract Alexion (ALXN) products lack any near term competition ... products beyond Soliris. The fall in the stock price of Alexion (ALXN) despite robust 3Q12 earnings presents a long term buying ... read our report released on 31st September, 2012, titled, “ Innovative Drugs for Orphan Diseases Focus = Stability!”
October 2012
5 pages
Ipca - Outperform, Momentum Continues
US$ 140.00
INDIA PHARMA Subject: IPCA – Outperform, Momentum Continues We reiterate our Outperform on Ipca post its Q2 ... forward sales growth will be driven by (1) continuing growth in the anti malarial tender business to WHO ... to US likely from FY13 and (3) continuing growth from India and other branded markets. While we ...
October 2012
7 pages
Lupin - Market Perform, Margin Worry On Base Business
US$ 140.00
INDIA PHARMA Subject: LUPIN - Market Perform, Margin worry on base business Lupin’s Q2FY13 result was largely inline with our estimates, however, ... R&D expense. Ex-branded US generic sales declined sequentially despite Combivir gaining market share in Q2 FY13. All these indicate pressure on the US base ...
October 2012
7 pages
Grifols, Ivig Opportunity In Ad - Dark Knight
US$ 140.00
... core business, bonus upside from positive data of IVIG in AD, and an attractive risk-reward profile, Grifols SA (GRF) is our preferred choice among three ... coverage initiation report released on 22nd Oct., 2012 on GRF titled, “GRIFOLS SA - IVIG Opportunity in AD - Dark Knight”.
October 2012
17 pages
Risk – Reward of Developing a Herceptin Biosimilar – A Thorough Assessment
US$ 2,000.00
... barriers that Biosimilar players should be aware. The report – “Risk – Reward of Developing a Herceptin biosimilar – A thorough assessment” looks into several aspects of potential ... their impact on Market Opportunity Global Regulatory Process and Hurdles Risk/Reward profile of developing Herceptin biosimilar
October 2012
70 pages
BIOGEN IDEC - “Refuse to File Letter” to Lemtrada = Modest Positive for BIIB
US$ 90.00
... , RRMS) by at least 6 months or more will be perceived as a modest positive for Biogen Idec (BIIB) which should continue to dominate the MS space. BIIB has ... read our report released on 27th August, 2012 on BIIB titled, “Refuse to File Letter" to Lemtrada = Modest Positive for BIIB”.
August 2012
2 pages
Medivir AB - “Simeprevir in the HCV Race - Value Un-Appreciated”
US$ 140.00
Medivir’s (MVIR) future depends on the successful launch and sales of Simeprevir (TMC435, once daily Protease Inhibitor, PI, PhIII, HCV, partnered ... these future options. Increasing Possibility of BMY accelerating development of daclatasvir/simeprevir IFN-free combination……. For more detail, please read our ...
August 2012
4 pages
SUN PHARMA - At a Sweet Spot
US$ 140.00
... We reiterate Sun Pharma as our ... Sun pharma’s offer at $39.5 as a great positive for Sun pharma. Besides the attractive valuation (~7x PE), the merger will allow Sun to generate cost synergy (shifting facility to India ... merger of Taro that will add ~8-10% to Sun’s profitability in FY13 (assuming merger closure by ...
August 2012
6 pages
Onyx pharma - In the Driver’s Seat, with Kyprolis Approval
US$ 90.00
... the setback to Brivanib (BMS, HCC) have swung the wind in Onyx’s (ONXX) favor. Kyprolis has the first mover advantage in catering ... detail, please read our report released on 9th Aug. 2012, on Onyx Pharma titled “In the Driver’s Seat, with Kyprolis Approval”.
August 2012
3 pages
CADILA HEALTHCARE - Good Quarter, As Expected
US$ 140.00
... from Hospira JV as it launched 2 new products in Europe and in US each in last 2 quarters. Besides this launch of Urokinase in US in 2015 remains a longer term opportunity ...
August 2012
7 pages
Celgene - Waiting for More Positives...
US$ 140.00
Celgene’s (CELG) 2Q12 results lifted the gloom around news related to ... and EU by YE12 / in early 1Q13). However, … For more detail, please read our report released on 3rd Aug, 2012, titled, “Waiting for More Positives…”
August 2012
3 pages
IPCA - Better Visibility of Sales and Margin Growth
US$ 140.00
... reiterate our Outperform rating on IPCA with an increased target price post ... had a low base. On the other hand, Ipca received the much awaited USFDA approval for its ... 18x to FY13 EPS. The higher PEx is justified due to better visibility of earnings post USFDA approval and Coarsucam prequalification. We retain ...
August 2012
6 pages
DISHMAN - A Bounce Back - Though Still Away From the Turning Point
US$ 140.00
DISH reported Y-o-Y growth of sales, EBITDA and net profit by 33%, 94% and 155% respectively – much above our estimates. The outperformance was on account of (1) a favorable forex that has the maximum impact on a company like DISH with 100% exports and completely unhedged forex position. We estimate 15% ...
August 2012
5 pages
CIPLA - Domestic Performs But Export Falters
US$ 140.00
... expects to sustain 17-18% growth in domestic formulations. Going forward, we do not expect Vancomycin to be a significant opportunity given Akorn’s (Cipla’s marketing partner) inability to gain ... an insignificant change in the earnings. We thus reiterate our Market Perform rating with a target price of Rs.340.
July 2012
8 pages
Vertex - INCIVEK’s Life Extension by ALS-2200?
US$ 90.00
Vertex (VRTX) reported declining sales of INCIVEK (L, HCV, Protease inhibitor, PI) in 2Q12 vs. 1Q12 (down by 8% to $328m), much below ... , please read our report released on 1st Aug, 2012, titled, “INCIVEK’s Life Extension by ALS-2200?”
July 2012
7 pages
Amgen - Product sales + Buyback + Pipeline Opportunity - Boost Confidence
US$ 140.00
Robust sales growth from its established and newly launched products, returns through payout through a ... markets (Brazil, Turkey), and divest pipeline products smartly while retaining full rights for a ... sales growth … For more detail, please read our report released on 31st July, 2012, titled, “Product sales + ...
July 2012
5 pages
Amarin - VASCEPA - “Suitable Partner” Coming Soon
US$ 140.00
Approval of Vascepa (formerly AMR-101, pharma-grade ethyl ... in severe hypertriglyceridemia (> 500mg/dL) was in line with our expectations. Vascepa should gain a significant market share on the strength of its benefits ... our report released on 27th July, 2012, titled, “VASCEPA - “Suitable Partner” Coming Soon”.
July 2012
4 pages
LUPIN: Richly Valued for Moderate Growth
US$ 140.00
We maintain our Market Perform rating after Q1 FY13 that remained below our earnings estimate mainly due to the high R&D, marketing expenses and tax. Y-o-Y EBITDA grew by 70% largely led by generic Geodon and forex. Adjusting to generic Geodon and forex, we estimate the EBITDA growth to be ~13% and that too ...
July 2012
6 pages
REGENERON - Riding High on the Back of Eylea...
US$ 90.00
... ’s ability to buffer the setbacks in the pipeline. In today’s 2Q12 earnings, Regeneron (REGN) reported sales of $194m way above street expectations (our ...
July 2012
4 pages
VIVUS – Qsymia’s Launch and Ex-US Partnership = Growth Drivers
US$ 140.00
... launch by 4Q12 ahead of rival drug, Arena/Eisai's Belviq (loracaserin, 5-HT2C receptor agonist) should give Vivus (VVUS) the first mover advantage, as Qsymia ... , please read our report released on July 19, 2012 on VVUS, titled “Qsymia’s Launch and Ex-US Partnership = Growth Drivers
July 2012
3 pages
GLOBAL PHARMA SCREEN FOR TOP PICK
US$ 500.00
We recommend MRK and Roche as our Top pick from Global pharma space. NVS as well is interesting, trading at defensive valuations, but except ... they do one could see up to 30-40% upside from current levels. Our screening criteria is based on: Expected News flow from Pipeline and Potential ...
July 2012
21 pages
Shionogi - Dolutegravir Can Bring ‘Good Times’ Back to Shionogi!
US$ 140.00
... encouraging and similar outcome from four late stage studies can bring Dolutegravir in forefront of anti-HIV therapy – this is the first ... changing in anti-HIV regime, we expect dolutegravir has potential to cross $2.5b. In this report we have analyzed dolutegravir opportunity in mono-thx and in combination ...
July 2012
5 pages
BASILEA, Ceftobiprole – A Free Option?
US$ 140.00
... for opportunities in “Drugs for Bad Bugs”, we reinstate our coverage on Basilea Pharma (BSLN), as it is trading close to cash value and offers a favorable ... our initiation report released on 9th July, 2012 on BSLN titled “Ceftobiprole - A Free Option?
July 2012
8 pages
Mitsubishi Tanabe - Collategene US Marketing Rights – A Bet to Get Trump Card for US!
US$ 90.00
Mitsubishi Tanabe (MT) announcement to acquire US marketing rights of Collategene (preparing PhIII, PAD, Anges) ... (MTP) - but are subject to PhIII outcome of Collategene. A solid data in PhIII will prompt MT to ... analyze that the concept and approach of Collategene carries an attractive ‘high-risk-high-reward ...
July 2012
3 pages
Cempra: “GAIN from Drugs for Bad Bugs”
US$ 140.00
Drug resistance is a growing concern worldwide and Cempra (CEMP) is one of our lead recommendations ... offer an attractive investment opportunity in this therapy class. CEMP’s lead drug, 1. Solithromycin (CEM-101, PhIII, CABP; PhII cUTI) ... released on 2nd July, 2012 on CEMP titled “GAIN from Drugs for Bad Bugs”
July 2012
9 pages