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Commercial Capsules: Autoimmune Positioning; Sanofi In China; Migraine Race; BMS Deal; Clinical Advances

AbbVie outlines how it will stay top dog in autoimmune therapy; Dermira licenses lebrikizumab, threatening pressure on Sanofi/Regeneron's Dupixent; Sanofi has driven up vaccine sales in China after responding to new government distribution rules; Lilly plans a migraine filing; FibroGen, Myokardia and Hansa Medical advance in the clinic and Bristol-Myers shells out up to $2.3bn to turn cold tumors hot. Commercial Capsules rounds up key commercial news reported recently by sister publication Scrip.

Clinical Trials Deals

Commercial Capsules: Pfizer's Tax Reform M&A Pause; PARP Deals; PD-1 Sales; Antimicrobial Financing

Pfizer's CEO says uncertainty over US tax reform was staying his hand in M&A; following AstraZeneca's MYSTIC miss, Bristol-Myers Squibb and Merck & Co. were duly grilled over their own PD-1/CTLA-4 combination programs; recent deals highlight gathering enthusiasm for combining PARP and PD-1/PD-L1 inhibition. Commercial Capsules rounds up key commercial news reported recently by sister publication Scrip.

Deals Commercial

Number One With A Bullet: Eylea Takes Top Spot In Medicare Part B Drugs

Regeneron’s Eylea is the new holder of the number one spot in Medicare Part B prescription drug payments. It is also the fastest growing entrant on the top-ten list tracked by MedPAC. That is a sign of great commercial success – but could be an uncomfortable spotlight.

Medicare Ophthalmic

Commercial Capsules: Q2 Reporters, Mitsubishi Buy, Celltrion IPO, Renflexis Launch, Keytruda Fail, Ironwood and Vertex Trial Results

Q2 reporting is on a roll as GSK unveils a major shake-up under new CEO Walmsley; the prospect of a simplified route to approval may have helped Neuroderm secure Mitsubishi take-out; biosimilar developments include Celltrion Healthcare's IPO and Merck & Co's launch of Renflexis in the US; clinical trial updates were reported for Keytruda, Ironwood's GERD candidate and Vertex's next generation of cystic fibrosis candidates. Commercial Capsules rounds up key commercial news reported recently by sister publication Scrip.

Commercial Biosimilars

Activist Investor 'Buzz' Annoys Colgate CEO As Earnings Sting Shareholders

Colgate CEO Ian Cook says speculation that recent organic sales misses and competitive pressure make company an activist investor target is “noise” and the firm will combat competitive pressure through increasing advertising, growing e-commerce and expanding its natural product lines.

Consumer Advertising, Marketing & Sales

Emerging Dialysis Drugs Will Face Medicare Reimbursement Challenges

Navigating Medicare's complicated bundled payment system could be tricky for new class of anemia drugs, the HIF prolyl hydroxylase inhibitors, which may start to reach the market for dialysis patients in 2019.

Medicare Reimbursement
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