NicOx.... in attesa di.....

ma se tutti operano in nome del profitto chi apporterà innovazione;););) ogni volta che si migliora una molecola le big pharma tendono a massacrare la nuova entità fiutando il pericolo imminente e grazie agli organi di controllo compiacenti bocciano tutte le nuove proposte:(:(:(:( di questo passo si fermerà anche la ricerca poichè chi sarà disposto a rischiare milioni di $ per un nulla di fatto:wall:

Purtroppo questo è il nuovo corso americano.....posso essere d'accordo con te in questo tuo post e anch'io m'incaxxo pensando all'incerto futuro della ricerca......tant'è da fonti certe.....sempre le stesse che hai anche tu e che quindi dovresti già sapere.....arriva la notizia che nei prossimi anni il 95%.........RIPETO il 95% dei farmaci venduti saranno generici e non farmaci di nuova generazione con minori effetti collaterali e a volte anche
maggior efficacia. Siamo capitati in un periodo non molto fortunato per le biotech .....la politica americana ha scelto di poter offrire una sanità meno costosa al suo popolo che da anni subisce un sistema dove chi è ricco non ha nessun problema mentre gli altri rischiano di morire perchè non possono permettersi le cure necessarie........per far questo però la coperta corta è stata tirata dalla parte opposta a quella della ricerca e approvazione di nuovi farmaci che per forza di cose e di brevetti sono molto costosi qualora dovessero essere approvati e giungere nelle farmacie o utilizzati negli ospedali !!!
 
Ultima modifica:
Regulatory update uk

Hier à 18:00
voici les liens consultés et ensuite ma compréhension....je ne prétends pas détenir la science infuse et souhaite des commentaires
avisés.
Merci

Osteoarthritis - naproxcinod

travel g.uk/aboutnice/howwework/devnicetech/developing_nice_single_technology_appraisal s.jsp?domedia=1&mid=912F667C-19B9-E0B5-D43AD56E114A62D9

en gros, si j’ai bien tout compris, le NICE (National institute for health & clinical excellence) est généralement sollicité par le NHS (Ministère santé UK) à propos des nouveaux produits pharma dont il est envisageable qu’ils soient mis sur le marché dans l’avenir. Il lui est demandé de se prononcer à la fois sur leur efficacité et l'intérêt de les rembourser par le système de santé UK (technology appraisal process).
Mais le NICE ne s'auto-saisit pas d’une procédure de technology appraisal. Il n’est saisi que sur décision formelle du Ministère (referral). Cette décision du Ministère est prise après analyse d’un pré-rapport que le NICE aura établi à l’issue d’une première procédure de consultation des différents intéressés par l’introduction du nouveau médoc (fabricant, concurrents éventuels, assoc de malades visés par le traitement, assoc de praticiens intervenant dans le champ de cette maladie, professeurs en tous genres, etc…..). Ce 1er pré-rapport est donc déjà assez substantiel et c’est à sa lecture que le Ministère décidera s’il faut ou non lancer le réel process de technology appraisal.
En l’occurrence, le pré-rapport a manifestement été remis (septembre 2010) et analysé par le Ministère, lequel a formellement décidé de lancer le process en novembre 2010 (referral date).
Or, cette info m’intrigue car je ne saisis pas l’intérêt de lancer cette procédure lourde et certainement coûteuse si le napro était voué à ne jamais être mis sur le marché.
Pour info, le nom commercial mentionné dans les docs consultables sur le site du NICE est le Beprana.
 
____Analyse Complète SG ----->2011 Recommandation: Achat


Recommandation relevée. En pleine réflexion stratégique : 2011 pourrait apporter de nouveaux espoirs


Nous relevons notre recommandation de Vendre à Achat sur NicOx. Le titre a stagné depuis le fort repli qu'il a essuyé en mai, suite au cinglant revers subi par le Naxproxcinod aux Etats-Unis. Les investisseurs ont probablement été surpris par l'absence de mise en œuvre d'une réorganisation stratégique rapide et profonde au cours de l'été, potentiellement menée par le Fonds stratégique d'investissement (FSI, actionnaire à hauteur de 5.5% de NicOx depuis novembre 2009). L'équipe de direction est restée en place pour piloter la restructuration et rechercher des cibles de fusions-acquisitions potentielles. Jusqu'à présent, elle semble avoir pris les bonnes décisions, en réduisant la consommation de trésorerie via la fermeture de bureaux aux Etats-Unis, en réduisant de 50% l'effectif du siège et en divisant par trois les dépenses opérationnelles entre le premier et le troisième trimestre. Au cours du dernier trimestre, la perte opérationnelle annualisée s'est élevée à 13-14 MEUR, avec encore 103 employés, dont 70 en R&D. Toutefois, l'heure est également venue de rechercher une acquisition susceptible de donner au groupe un second souffle. Avec une trésorerie brute estimée à plus de 100 MEUR en fin d'année, NicOx conserve une certaine marge de manœuvre. Le moment semble propice pour les fusions-acquisitions, plusieurs sociétés de biotechnologie américaines cherchant à entrer en Bourse mais ayant des possibilités limitées de faire appel au marché actuellement. Cela étant, nous pensons que NicOx doit agir rapidement s'il souhaite saisir les meilleures opportunités. Au lieu de rechercher des actifs qui offrent des synergies avec sa propre plate-forme de donneurs d'oxyde nitrique, il nous semble qu'il serait plus sage pour NicOx d'opter pour une diversification via des approches et des pathologies différentes. S'agissant de Naproxcinod dans le traitement de la douleur ostéoarthritique au sein de l'Union européenne, nous sommes de longue date prudemment optimistes quant à l'issue réglementaire, avec une décision finale attendue d'ici à la mi-2011e, mais le potentiel commercial devrait être limité (estimation SG : 75 MEUR) si NicOx devait le lancer lui-même.

Impact

La restructuration en cours nous conduit à réduire nos prévisions de perte de résultat d'exploitation d'environ 13 MEUR en 2010 (à -35.9 MEUR), de 37 MEUR en 2011 (à -18 MEUR) et de 42 MEUR en 2012 (à -20.5 MEUR). Nous n'avons pas inclus d'éventuelle contribution de Naproxcinod aux Etats-Unis.

Recommandation

Compte tenu de la restructuration en cours, nous passons de Vendre à Achat sur le titre.

Prochains événements & catalyseurs

Résultats annuels 2010 en mars 2011.
 
Auj. à 10:11
Glaucoma Therapeutics - Pipeline Assessment and Market Forecasts to 2017 report is an essential source of information and analysis on the global glaucoma therapeutics market. The report identifies the key trends shaping and driving the global glaucoma therapeutics market. The report also provides insights on the prevalent competitive landscape and the emerging players expected to significantly alter the market positioning of the current market leaders. Most importantly, the report provides valuable insights on the pipeline products within the global glaucoma therapeutics sector. This report is built using data and information sourced from proprietary databases, primary and secondary research and in-house analysis by a team of industry experts.

The Glaucoma Market Is Forecast to Show a Decline in Growth Rate Due to a String of Patent Expiries

The glaucoma market is predicted to witness major revenue depletion over the next few years due to a string of patent expiries. Pfizers Xalatan (latanoprost) is the most prescribed drug for the treatment of glaucoma. The authors' analysis suggests that the global glaucoma therapeutics market was worth $3.9 billion in 2009. The market is forecast to decline with a Compound Annual Growth Rate (CAGR) of 4.7%, which is mostly due to the patent expirations of branded drugs. The market will be flooded with generic version of these branded drugs, which could impact the glaucoma therapeutics market.

Glaucoma Market is Expected to Witness Entry of Me-Toos and Product Extensions in the Near Future

The glaucoma market will be subjected to generic erosion, which could impact overall market revenues despite the increase in disease prevalence and treatment seeking rates. The interesting fact to note is that products which are expected to enter the market are either me-toos or product extensions, which will not bring about any significant improvements in terms of safety and efficacy. Therefore, the only factor which could drive the market would be the cost of the product. As a result, generics are predicted to govern the market for glaucoma drugs over the next few years. The CAGR for 2001 to 2009 was 1.7% and is expected to nose dive to a negative CAGR of -4.7% between 2009 and 2017 because of the possible impact of generics entering the market.

GlobalData, the industry analysis specialist, has released its new report, Glaucoma Therapeutics - Pipeline Assessment and Market Forecasts to 2017. The report is an essential source of information and analysis on the global glaucoma therapeutics market. The report identifies the key trends shaping and driving the global glaucoma therapeutics market. The report also provides insights on the prevalent competitive landscape and the emerging players expected to significantly alter the market positioning of the current market leaders. Most importantly, the report provides valuable insights on the pipeline products within the global glaucoma therapeutics sector. This report is built using data and information sourced from proprietary databases, primary and secondary research and in-house analysis by Our team of industry experts.

The glaucoma market is predicted to witness major revenue depletion over the next few years due to a string of patent expiries. Pfizer's Xalatan (latanoprost) is the most prescribed drug for the treatment of glaucoma. Our analysis suggests that the global glaucoma therapeutics market was worth $3.9 billion in 2009. The market is forcast to decline with a Compound Annual Growth Rate (CAGR) of 4.7%, which is mostly due to the patent expirations of branded drugs. The market will be flooded with generic version of these branded drugs, which could impact the glaucoma therapeutics market.

Scope

•The report provides information on the key drivers and challenges of the glaucoma therapeutics market. Its scope includes:
•Annualized global glaucoma therapeutics market revenues data from 2001 to 2009, forecast for eight years to 2017.
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•Analysis of the current and future competition in the global glaucoma therapeutics market. Key market player covered are NicOx, Bausch and Lomb, Novagali Pharma, CeNeRx Biopharma, Aerie Pharma, Allergan and Merck.
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•Formulate effective sales and marketing strategies by understanding the competitive landscape and by analyzing the performance of various competitors.
•Identify emerging players with potentially strong product portfolios and create effective counter-strategies to gain a competitive advantage.
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•What's the next big thing in the global glaucoma therapeutics market landscape? Identify, understand and capitalize.
Key Topics Covered:

•1 Summary
•2 Introduction
•3 Glaucoma Therapeutics: Market Characterization
•4 Glaucoma Market: Competitive Assessment
•5 Glaucoma: Pipeline Assessment
•6 Glaucoma Therapeutics Market: Implications for Future Market Competition
•7 Glaucoma Market: Future Players in the Glaucoma Market
•8 Glaucoma Market: Appendix
Companies Mentioned:

•NicOx SA and Bausch and Lomb
•Merck (MSD) and Santen Pharmaceuticals, Japan
For more information visit Glaucoma Therapeutics - Pipeline Assessment and Market Forecasts to 2017 - Market Research Reports - Research and Markets.
 

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