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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Cipla - Margin Improvement - A Healthy Sign.
US$ 140.00
... higher than our earnings estimate owing to the sharp improvement in gross margin. The improvement in gross margin (up by 330 bps, Y-o-Y) is largely due to the ... day exclusivity and (2) improvement in margin as contribution from Indore facility increases. For the longer term, CIPLA’s traditional business model ...
August 2011
6 pages
Celgene - Global Share Gains Continue + Pipeline Potential
US$ 140.00
... all commercial metrics – global share and duration gains, continued expansion of market ... access through approvals and reimbursements in the US and international market, and noteworthy operating efficiency places Celgene ... – “Global Share Gains Continue + Pipeline Potential”.
August 2011
6 pages
IPCA- Margin Improvement, Despite Lower Domestic Sales
US$ 140.00
... sales in WHO member countries. We expect several growth drivers for Ipca in the near term. (1) US generics growth even without the ... WHO member countries and branded formulations (3) margin improvement as sales mix improves in favor of formulation sales. We see Ipca as the best bet in the domestic formulations ...
August 2011
5 pages
TAKEDA - Multiple Challenges Blur Future!
US$ 140.00
There are three major concerns for Takeda – 1) Takeda has got European exposure by the Nycomed acquisition, but as both ... is expected. 2) Safety related issues with Actos affects market prospects of Takeda’s key candidate Aloglipin’s combination drug with Actos and, 3) Pipeline ...
August 2011
8 pages
Sun Pharma- Strong Margin Indicates A Strong Product Portfolio
US$ 140.00
Sun Pharma’s Q1 FY12 result was largely in line with our ... performance was not quite upto the mark, however, EBITDA margin improved by 300 bps Q-o-Q (Y-o-Y not relevant owing to launch of ... peers in the pharma space due to its rich, highly probable and yet hidden Para IV pipeline, strong balance sheet, likely ...
August 2011
8 pages
Dishman - Moving away from CRAMS
US$ 140.00
Dishman’s Q1 FY12 result was below our expectations ... Amcis. The standalone EBITDA increased largely driven by sales from disinfectants in India, supply of intermediate of Brilinta to Astra Zeneca and ... most of them (except for Brilinta intermediate supply) coming from its non-CRAM business. On CRAMs part, we see ...
July 2011
5 pages
Lupin - Impact of Thin Pipeline Showing Up
US$ 140.00
... reiterate our Underperform with target price of `360 on Lupin after its Q1FY12 result that reflected a reduction in ... fag end of the quarter impacted the overall performance. We have always remained concerned about Lupin’s thin US pipeline along with a ... higher depreciation to eat into the earnings of Lupin.
July 2011
8 pages
Biocon – Uneventful Quarter – R&D Expense Yet To Rise
US$ 140.00
BIOS 4QFY11 result was below our expectations on sales (excluding licensing income), but met our earnings estimate largely due to a lower than expected R&D expense. Licensing income too remained below estimate as it remains lumpy. Surprisingly biopharma sales (ex licensing income) grew by a modest 9% mainly ...
July 2011
6 pages
Regeneron - Entering the Commercial TRAP
US$ 140.00
... US next month (PDUFA: August, 20). What are the risks to its commercial success and future of REGN’s pipeline? A comprehensive analysis about the ...
July 2011
7 pages
CADILA HEALTHCARE LTD - In a Consolidation Phase
US$ 140.00
CDH’s Q1 FY12 adjusted result (adjusted to the milestone income from Abbott) was below our sales and earnings estimate. Higher base created in FY11 by pushing product sales last year to achieve the $1b sales mark was the main reason for a muted performance in most of the business divisions. While the ...
July 2011
6 pages
Novartis vs. Peer group- Growth rate differential to widen going forward
US$ 90.00
Novartis reported solid revenue growth driven by Sandoz, recently launched products and Alcon Acquisition. Going ... shape up in the longer term. Novartis is in better position to return back profits to investors compare to its global peers in unfavorable environment mainly due to its ...
July 2011
2 pages
A Big BiTE - ALL Next!
US$ 140.00
... ) are favorable and increases our confidence in the potential of MITI’s BiTE (Bispecific T-Cell Engager) technology platform for developing better therapeutic ... please read our note released on 12th July on MITI titled “A Big BiTE - ALL Next”. With this purchase please inquire the discount on our ...
July 2011
5 pages
Mixed CARE-MS I data – Good for BIIB!
US$ 90.00
... (EDSS) was not achieved (vs. reduction of 91% in PhII data at 36 months) in its pivotal PhIII trial – CARE-MS I. What does this bode for other players ... ? Please read our report, released on 11th July, 2011, titled – “Mixed CARE-MS I data – Good for BIIB!”
July 2011
4 pages
Mirabegron Gets JP Approval – Expecting US Filing & Approval In Time!
US$ 90.00
... rating on Astellas following announcement of JP approval for Betanis / mirabegron (β3-AR agonist, overactive bladder syndrome (OAB). Mirabegron is a key strategic product for ... able to maintain its leadership in the growing OAB market. Mirabegron will be targeted for those patients who are intolerant to ...
June 2011
4 pages
Para IV Pipeline Analysis of Indian Pharma Companies
US$ 400.00
... cliff of 2014, many of the Indian companies are choosing the Para IV route to grab a higher market share, both in value and volume ... world’s top 11 products under litigation. This report is a comprehensive study of Para IV pipeline of the Indian companies and likely upside from each of the ...
June 2011
214 pages
ASTELLAS - DPP IV Royalty Sold Below Par - Another Wrong Move by the Management!
US$ 140.00
Astellas has announced to sell future royalty of DPP IV inhibitors for $609m to Royalty Pharma, which it has acquired along with OSI acquisition. We do not ... case! Presently royalty earned from marketed drugs and most advanced pipeline candidate translate into > $750m for Astellas. With modest efficacy ...
June 2011
5 pages
NOVARTIS, NVA237 ready to enter LAMA market: Spiriva domination under threat!!
US$ 90.00
... daily LAMA), meeting both, primary and the secondary endpoints. NVA237 demonstrated comparable safety and efficacy data vs. PFE’s Spiriva (once ... antimuscarinic side effects is potentially how, NVS might pitch NVA237 against Spiriva. We expect NVA237 to garner upto 25% of the LAMA market growing approximately ...
June 2011
2 pages
Eliquis (Apixaban) meets endpoints in ARISTOTLE - Stock Price Reaction premature
US$ 140.00
... from the ARISTOTLE trial, Eliquis met both, the primary (reduction in stroke and embolism) and secondary endpoint (reduction in major bleeding and ... stock price reaction is a bit premature, as detailed data is crucial to understand Eliquis relative efficacy/safety compared to Pradaxa and Xarelto. From a trial ...
June 2011
3 pages
REGENERON, Outperform - Is Trap Safer? Rilonacept vs. NVS’ Ilaris in Gout
US$ 90.00
... ) or colchicine primarily on safety concerns. Based on our analysis, we reiterate our Outperform rating on Regeneron (REGN) with a revised TP of $62 (vs. previous $65) as we believe both these drugs ... read our report released on 23rd June, 2011 on REGN named “Is Trap Safer? Rilonacept vs. NVS’ Ilaris in Gout”.
June 2011
5 pages
Actos Bladder Cancer Concerns -Anti-diabetic Class Bracing For Newer Therapies
US$ 140.00
... diabetes class. Our discussion with key opinion leaders (KOLs) suggests that the recently issued warning by the USFDA (increased risk of bladder cancer ... on long term use of actos) would lead to restricted use of Actos. The use of Actos ... be much of a concern for Takeda. Actos sales in EU is just ...
June 2011
3 pages
Cardizem CD: Para IV For An Age Old Compound, Still Enjoys Limited Competition
US$ 350.00
Our recent study about the Cardizem CD Para IV litigation between Sun Pharma and Valeant ( ... 2012 (2) there is currently no competition for 360mg Cardizem CD and Sun Pharma will be the only generic ... Sun will be able to launch the generic of Cardizem CD upon receiving final USFDA approval including the launch ...
June 2011
3 pages
INTERCELL - No Tangible Value!
US$ 90.00
... on sideline, as there is no catalyst in 2011-12 that could boost the stock. Intercell (ICLL) woes of 2010 became worse in 2011 chiefly due to the ...
June 2011
1 pages
ASCO-2011 – RG7204 Vs Ipilimumab : The first line Dilemma persists
US$ 140.00
... the detailed data from phase III pivotal studies on RG7204 and ipilimumab respectively. With the overall survival data on ... comparable, physician is likely to weigh ipilimumab’s superior durability of response compared to RG7204 (19.3m vs 6.7m) on one side with its inferior toxicity profile (56% vs 10% ≤ Grade ...
June 2011
2 pages
Catalysts Driven Investment Opportunities
US$ 140.00
... ) in the Biotech sector. The table lists the drug related catalysts for the Rising Star or Mature Biotech companies, our expectations ... of the series, which we will keep releasing in a timely manner. The catalysts include outcome of Advisory Committee Meetings (only June), PDUFA dates ...
June 2011
4 pages
AUROBINDO'S, NATCO'S, WOCKHARDT'S PARA IV PIPELINE ANALYSIS
US$ 350.00
The attached report is a comprehensive study of Aurobindo’s, Natco’s & Woclhardts Para IV pipeline and likely upside from each of the opportunities. The report is a part of our recently introduced web based application – PARA IV Plus™.
June 2011
30 pages
Dr Reddy's PARA IV Pipeline Analysis
US$ 350.00
Dr Reddys has pipeline of ~20 Para IVs having branded sales of ~$24b. Among its Para IV pipeline the confirmed opportunities (branded sales ~$11.2b) are Exelon, Propecia, Zyprexa (20 mg), ... Nexium, Lipitor and Geodon. We expect PAT of ~$185m from the Dr. Reddy’s Para IVs which is ~3% of the current market Cap.
June 2011
21 pages
Lupin's PARA IV Pipeline Analysis
US$ 350.00
Lupin has pipeline of ~34 products having branded sales of ~$16b. Among its Para IV pipeline most lucrative opportunities are very few like that of Geodon, ... and Asacol. On other hand there are some Para IVs ...
June 2011
28 pages
Para IV presentation
US$ 350.00
A macro study on Indian Pharma Para IV litigations – a part of our recently introduced web based application - PARA IV Plus™ . This will provide you with a broad but meaningful insight to the prevalence of Indian Pharmaceutical companies in the Para IV space
June 2011
9 pages