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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IPCA - Awaiting Re-rating
US$ 140.00
... visibility in sales growth and margin improvement, the stock simply awaits re-rating. Going forward, earnings will be driven by (1) domestic market ... and FY13 earnings by 5-6%. At current valuation, IPCA trades at a PE of 10x on FY13 earnings. This makes IPCA the cheapest stock available with a sustainable ...
January 2012
5 pages
ROCHE - Erivedge (Vismodegib) approved for Locally Advanced or Metastatic BCC in US
US$ 90.00
... , ROG and Curis jointly announced that the USFDA approved once daily Erivedge, oral, first in class hedgehog inhibitor earlier than ... to be approved for this indication. Erivedge will be available in specialty pharmacies in US within one or two weeks. Roche has the marketing rights for Vismodegib excluding ...
January 2012
5 pages
BIOCON - ‘Cost’ of Pfizer Deal Showing Up
US$ 140.00
... . We have always maintained that the Pfizer-Biocon deal is at best a cash neutral deal for Biocon. This is due to the development expenses (including ...
January 2012
10 pages
Avastin regaining foothold
US$ 90.00
... in previous studies. The positive data gives teeth to Avastin to further significantly increase its penetration in the colorectal ... which were studied post progression, those with avastin therapy, lived the longest (19.2 mo – avastin therapy post progression, vs 9.5 m – chemotherapy post progression vs 3.6 ...
January 2012
2 pages
BMY 4Q-11 Results – Patent expiry pains reflecting in the guidance
US$ 90.00
Post today’s announcement of 4Q-11 results, we reiterate our underperform rating on BMY with a PT of $26. The 2012 EPS guidance range of $1.9 - $2.0 is ... reflective of the towering pressures, while valuation continues to remain soaring. BMY holds a promising HCV pipeline, but seems priced to perfection. Yeryoy ...
January 2012
1 pages
LUPIN - Generic Tricor To Offer a Cushion Against Suprax Generic Erosion
US$ 140.00
... multiple years. In addition, there is a strong likelihood that Lupin may remain the only generic player for some time – something that we have ... for Suprax from FY13 to FY14 and (2) estimating $40m from generic Tricor in FY14 (to be launched in Q4 FY13). We upgrade our target price to Rs.463 by applying ...
January 2012
6 pages
NOVARTIS
US$ 90.00
For the fourth quarter 2011, in line with our expectations, NVS Sales grew 5%, and core EPS advanced 8%. NVS also announced full year dividend for 2011 at CHF 2.25, which translates into a meager 2%, increase, which we think is a dampener. The 2012 guidance as well was lackluster as NVS expects net sales in ...
January 2012
2 pages
ARQULE - Positive Data in HCC is an Add-On!
US$ 140.00
Positive PhII data of Tivantinib (formerly ARQ-197, c-MET inhibitor) in ... raises expectations and the efficacy bar for Tivantinib. We remain positive on an approval of Tivantinib in its lead indication – NSCLC ... read our report released on 19th January, 2012 on ArQule titled “Positive Data in HCC is an Add-On!”
January 2012
3 pages
REGENERON – Eylea Sales Add a Sparkle to The Eye!
US$ 120.00
... and Avastin (off-label), Regeneron (REGN) overwhelmed all concerns of a “weak launch” of Eylea (VEGF Trap-Eye, L, ... Bill” model! Uptake at this pace should entitle Eylea to capture…. Moreover, CEO’s optimism around REGN’s ... released on 11th January, 2012 on Regeneron titled “Eylea Sales Add a Sparkle to The Eye!”
January 2012
6 pages
REGENERON - Eylea’s Litigation Settlement = Good Start to 2012!
US$ 90.00
Regeneron (REGN) settled its patent litigation with Genentech (Roche) over Eylea (VEGF Trap-Eye, L, partnered ... payments to Roche -$60m when cumulative US sales of Eylea reach $400m + will pay royalties of 4.75% on ... 6th January, 2012 on Regeneron titled “Eylea’s Litigation Settlement = Good Start to 2012!”
January 2012
6 pages
AVEO Pharma - PhIII, TIVO-1 Data and Reaction - No Surprise!
US$ 90.00
Data from TIVO-1, PhIII study (head-to-head study with ONXX’s Nexavar) of Tivozanib (formerly AV- ... details, please read our report released on 4th January, 2012 on AVEO pharma titled “PhIII, TIVO-1 Data and Reaction - No Surprise!”
January 2012
3 pages
Global Pharmaceutical & Biotechnology Outlook 2012
US$ 12,000.00
... strategic and long term investment decision making of senior management. Outlook-11’ has been tailored to deliver more meaningfully in the ... for the future, and their key milestones. The Global Pharmaceutical Model is changing. Major pharmaceutical companies continue to under-perform in a market constrained ...
December 2011
466 pages
Para IV pluse Subscriptions
US$ 4,500.00
Para IV Plus is a knowledge bank of ongoing pharma patent litigations covered in the most comprehensive manner. Currently it covers ~400 product patent litigations – i.e. ALL the patent litigations involving global as well as non global innovator companies.
December 2011
Outlook 2012 - Rising Stars - Innovators Deliver but Rewards Not Guranteed!
US$ 2,000.00
... continue to flow from the backyards of small research focused companies (Rising stars, RS) but commercial success of launched products is not assured despite patents ... Micromet (MITI) are our Top Picks for FY2012 in the Rising Stars Sector. Key drugs of ANTH and MITI target high unmet ...
December 2011
52 pages
Outlook 2012 - Mature Biotech - Investing in Growth and Value buys!
US$ 2,000.00
... ’ in 2011! We expect a similar trend of acquisitions and in-licensing of better molecules in 2012 and beyond, as MB companies have robust cash flow to further leverage ... Gilead (GILD) are our Top Picks for FY2012 in the Mature Biotech Sector. BIIB’s focus and leadership in the MS market and positive ...
December 2011
46 pages
Outlook 2012 - Japanese Pharma - Cautious Ideas to Seize Value in Happening 2012!
US$ 2,000.00
‘Japanese Pharma Top & Bottom Picks’. Our analysis suggests that 2012 is going to be a happening year for Japan Pharma on multiple fronts – while next layer of reform ... largely supporting generic companies, select innovators from Japan hold value in term of their R&D. 2012 will unfold much of this value and ...
December 2011
78 pages
NOVARTIS - Tekturna: ALTITUDE study in high risk hypertensive patients TERMINATED
US$ 90.00
... the termination of large PhIII study (ALTITUDE) due to higher rate of adverse events and no benefits observed for patients taking Tekturna in addition to ACE ... inhibitors. Post this announcement, NVS will cease promotion of Tekturna/Tekturna products in combination with ACE inhibitors/ARB inhibitors. The event ...
December 2011
1 pages
LUPIN - Lupin - Loss of 2 Exclusivities Further Exposes the weak Pipeline
US$ 140.00
... . Most glaring is the Fortmet case, where Lupin launched the product ‘at-risk’ and later withdrew ... settled with Lupin it cannot launch its generic version (unless ‘at-risk’) thereby leading to a loss of this ... shared 180-day exclusivity for Lupin. These add to the pressure ...
December 2011
3 pages
Onyx Pharma, Market Perform - M&A Rumors Fuel Investors Interest and Stock Movement
US$ 90.00
Recent news about “possible acquisition of Onyx pharma” is not a surprise in light of the upcoming ... over Regorafenib (BAY73-4506, PhIII) with Bayer. Onyx product pipeline focuses only in oncology. We have ... released on 30th November, 2011 on Onyx pharma titled “M&A Rumors Fuel Investors Interest and Stock ...
November 2011
6 pages
AMGN - Old is Gold = Value Buy!
US$ 140.00
... philosophy to pursue “innovation” in a balanced way should keep shareholders interested in AMGN for long term. PhIII data from study ‘147 published ... more detail, please read our report released on 25th November on AMGN titled “AMGN - Old is Gold = Value Buy!”
November 2011
4 pages
Vertex – “Testing Time Ahead for INCIVEK - After 2013!”
US$ 140.00
... in 2014, would result in declining sales for INCIVEK/IFN combination. Vertex (VRTX) next target is to capture the HCV/HIV co-infected patients ... read our report released on 25th November, 2011 on VRTX titled “Testing Time Ahead for INCIVEK - After 2013!”
November 2011
10 pages
GALAPAGOS - Waiting for Santa!
US$ 90.00
... , please read our report released on 22nd November on GLPG titled “Waiting for Santa”!
November 2011
3 pages
PHARMASSET - "IFN-free Oral Option" for HCV- Sharing the Big Pie!
US$ 140.00
Pharmasset (VRUS) may enjoy the first mover advantage in the race to offer the first “IFN free all oral option” to HCV pts. However the window ... read our report released on Nov. 16th, 2011 on VRUS titled “IFN-free Oral Option” for HCV- Sharing the Big Pie!
November 2011
9 pages
SUN PHARMA - A structural improvement at play
US$ 140.00
Sun’s Q2 FY12 result was much higher than our and street’s ... after acquisition of 100% stake. We thus rate Sun Pharma as our top pick in the large cap India pharma. We will change our estimate later to incorporate ...
November 2011
7 pages
ATLAS ACS 2-TIMI 51 ACS - Major bleeding will restrict potential in ACS
US$ 140.00
Robust mortality benefit demonstrated by Xarelto in ACS patients, though at the cost of higher major TIMI bleeds (but less fatal bleeds), warrants an ... concomitant Atrial Fibrillation (~ 3-10% of the ACS patients). We forecast $XX in peak sales for Xarelto in ACS and $XX across all indications (DVT treatment ...
November 2011
7 pages
Lemtrada: Co-primary Endpoints Met in CARE MS II: Ready for filing
US$ 90.00
... alert on Sanofi, after today’s announcement of superior clinical data on Lemtrada from CARE MS II (The Comparison of Alemtuzumab and Rebif Efficacy in ... Sclerosis) study. A cross trial comparisons (Table 1) suggest that Lemtrada should dominate as the most efficacious treatment option, and Ocrelizumab ...
November 2011
4 pages
CADILA HEALTHCARE - Still Carrying The Burden of The High Base Last Year
US$ 140.00
Cadila’s Q2 FY12 result was below our estimate (adjusted to ... for muted growth in markets like India and Emerging Markets, we believe that the growth is still impacted due to the high ... the markets. We thus do not see any structural issues with Cadila. In addition, USFDA approval of its Baddi facility comes as a ...
November 2011
5 pages
DISHMAN - Downward Guidance Revision – No More An Exception
US$ 140.00
Dishman once again reported quarterly result much below our and ... . Thus debt repayment can happened only through asset sale. We revise our FY 12 earnings estimates down by 28%. Consequently we cut our target price ...
November 2011
5 pages
RANBAXY - Moderate Improvement In Base Business
US$ 140.00
We reiterate our Market Perform rating on Ranbaxy after Q3 CY11 result that was largely in line with our ... the low base of EBITDA margin, the improvement was expected to be slightly higher especially as Ranbaxy has shut down most of its loss making ...
November 2011
6 pages
AUROBINDO - A Washout Result
US$ 140.00
Aurobindo’s Q2 FY12 result was much below our expectations with almost complete washout on every parameter. While formulation sales, income from dossier, gross ...
November 2011
6 pages
LUPIN - Margin Pressure Highlight The Weakness of US Portfolio
US$ 140.00
... on Lupin after its Q2FY12 result that was largely in line with our estimates. Ex-Medicis milestone income, sales growth (up 17%) and gross margin ... of one per quarter and (3) Suprax growing by 43% Y-o-Y. We believe all these highlights (1) the dependence on generic Lotrel (2) increased sales force expense for ...
November 2011
6 pages
TOWA - Performance Will Outcast New ‘Mid Term Plan’
US$ 140.00
In Towa’s MTP announcement, it has projected single digit revenue growth and assumed there will not be any ‘New Major Reform’ by Govt to enhance ... in dispensing fee and incentives to doctors will boost Towa’s revenue (as 90%+ its revenue from these two segments), 2) Towa management is taking the right decision ...
November 2011
7 pages
Ablynx NV – “Nanobodies – Still Worth a Risk”
US$ 140.00
... to the advanced anti-TNF (Ozoralizumab, ATN-103, PhIIb, RA) nanobody program to Ablynx (ABLX) has shaken investor’s confidence in the company. Outcome of the ... collaborations with major pharma companies for its technology platform. Ablynx is currently trading close to its cash value and could be a good ...
November 2011
4 pages