Une veille sur la santé numérique en France et à l’international : politiques publiques, données, infrastructures, IA, services et usages. Études, rapports et retours de terrain sélectionnés par Lionel Reichardt, Pharmageek, pour comprendre les transformations et éclairer les décisions.
 Your new post is loading...
Your new post is loading...
Scoop.it!
"Pharma rides a wave of targeted M&A deals" reports @FiercePharma http://t.co/TF80a2DT #pharma #biotech...
No comment yet.
Sign up to comment
Scoop.it!
An animated journey through the exciting world of ehealth. eHealth is better healthcare and a healthier life through digital technology.
Scoop.it!
The challenge: getting kids undergoing cancer treatment—exhausted from chemo and radiation therapy—to keep detailed logs of their pain. The solution: disguising the chore with a crime-fighting iPhone game.
Via nrip
Scoop.it!
Websites for Doctors helps doctors, clinics and hospitals attract more patients and interact with peers via a Smart, Professional and Patient friendly Website. Its the First Step to Using Technology to benefit Health Care. As part of this concept, Medical Websites are Designed By Design Professionals which are supervised by Health Care Experts who add Medical Web Applications and Tools to sites depending on the set goals. Via nrip
Scoop.it!
What is it with pharma and M&A? It is hard to tell whether the deals announced (or attempted) by pharma companies in recent weeks are a sign of the early stages of a pharma feeding frenzy or simply a blip in an otherwise consolidating sector.
In just the past couple weeks, the acquisition market has heated up:
- AstraZeneca announced it is buying Ardea for $1 billion
Also yesterday, J&J’s brand new CEO stated that despite being days away from closing on its $21 billion acquisition of Synthes, they too will continue to look for deals. While it is easy to think that this spate of news is part of a new change, it is part of a longer-term trend of a consolidating drug sector and one where a premium is being placed on innovation and growth.
There are a number of factors that are going into the continued consolidation of the drug industry. In part, it was originally fueled by the consolidating buying groups – the rise of hospital chains, HMO’s, and chain pharmacies – made the selling activity more concentrated. Through the years, as the large drug companies consolidated (Pfizer and Warner Lambert, Merck and Schering-Plough, Astra and Zeneca, Novartis and Alcon, Glaxo and Wellcome, Sanofi and Genzyme), their size alone made maintaining growth rates difficult.
But for now, the top reason for increased consolidation and partnering is that drug companies have a host of blockbusters going off patent at a time when the industry is facing fewer drug approvals. With slowing sales, most drug companies are looking for growth by buying the companies that have solid pipelines that will deliver growth.
Peter McDougall, a noted pharmaceutical analyst who runs top-tier boutique pharmaceutical investment research firm DRUGANALYST in the UK, even went so far yesterday to write a humorous letter to AstraZeneca’s CEO with a prescription of whom they should partner with to fix their pipeline and growth woes: Abbott and Amgen. In his letter, he implores:
“Please, please don’t continue with the comments such as I am reading this morning: “we are neck deep in deals”, “we are sticking with small deals”, these aren’t helping me. I assure you that there are no deals of around a billion or two dollars that will ever make a pennyworth of difference.”
But will it continue and will it be mergers-of-equals or small company deals that large drug companies pursue? One biotech CEO who had sold his first company for several hundred million dollars, who is now on his second, with half a dozen pharma partners signed for his new technology put it this way to me:
“Large pharma can’t develop drugs any more. They are too slow. They make decisions for political reasons. Their hurdles are too high. They have to keep buying companies like us just to stay innovative.”
While this conclusion of drug companies not being able to develop new drugs and get them approved is clearly an overstatement, it is a sentiment shared by a lot of institutional investors. And he is right about one thing: large pharma keeps tapping the speed, inventiveness, and entrepreneurial talent of smaller drug companies.
But there are many other factors that are driving the continued consolidation of the drug industry, including:
- Opportunity for cost cutting earnings boost – the most obvious way for two large drug companies to “create value” was to merge, and fire a lot of people. While some costs are unavoidable, others are duplicative. There are still a large number of deals done for this reason, and this reason alone. With the lower number of approvals, especially for large-market, general practitioner drugs, the large selling organizations have capacity.
While investors are focused on acquisitions, partnering is a far greater trend in pharma than the one-off acquisitions, and this is a trend that is accelerating. Several drug companies spending more than 20% of their budget on partnered product R&D. Just last week, Merck announced a $1 billion deal to in-license a cancer drug from EndoCyte, with $180 million of the deal paid up front. These deals are far more common, but get little attention from investors.
The scope of the partnerships is wide and the sheer number of partnerships at drug companies is staggering. Merck, for example, has listed on it website more than 75 partnerships with drug companies and academic institutions – and these are only the publicly announced deals, with scores of others are yet unannounced. Lilly has over 100 active partnerships, according to the company. Glaxo has a whole unit, the Academic Discovery Performance Unit, whose whole focus is to partner with academic researchers to bring their discoveries to market. Based on publicly available data including company websites, it seem like each large pharma company is now managing over 100 R&D and commercial partnerships.
I have seen many investors chase overvalued companies on the prospect that another company just has to buy them only to see the stock price collapse. One good example of this (and there are many) is Cypress Biosciences (CYPB) which at $17 had a new drug approval, a partnership with drug company to market the drug and a steady stream of analysts pushing the idea that someone would buy them. When that didn’t happen, the stock eventually dropped to $2.50 before later being acquired for $6.00 by a hedge fund.
So will we see more consolidation within the pharmaceutical sector? Yes. It is inevitable. But who is next? Investing by trying to pick which drug company will be next to be acquired is not investing, but speculation and foolhardy in my opinion. Attractiveness as a takeout candidate is only one part of what makes a good company – the key for healthcare investors is to look for innovative pipelines and potential for commercial success at an attractive valuation, then takeout or not, one has increased the likelihood of a winning investment.
Via Thibaud Guymard
Scoop.it!
eHealth Week à Copenhague du 7 au 9 mai http://t.co/oB32nv5F #hcsmeufr #hcsmeu #esante...
Scoop.it!
This article is about the introduction of iPads as an effective tool for sales representatives. (New Article #pharma #in: iPad or detail-Pad – are pharmaceuticals using the real tech-Pad?
Scoop.it!
Irish researchers have studied the feasibility of using pictures taken with iPhones as a way of determining if patients need to see ENT doctors or not (Study evaluates use of iPhone to help diagnose nasal fractures in the Emergency Department http://t.co/p4fG7pZG...
Scoop.it!
Pharmaceutical Industry | FEATURE | General | Game changers - four principles for gaming in health - Four ways to influence the pharma industry’s digital world through turning users into players | PMLiVE (Game changers - four principles for gaming...
Scoop.it!
Cette Plateforme Maladies Rares regroupe des entités et intervenants différents (associations de malades et de professionnels de santé, acteurs privés et publics, salariés et bénévoles…) et constitue un centre de ressources ...
Via Paris Healthcare Week
Scoop.it!
Face à l’explosion des données, ce sont les enjeux informatiques qui sont le plus fréquemment évoqués. Pourtant, la question de l’exploitation et de l’usage de ces données est d’abord métier, car impactant directement les revenus potentiels des entreprises. Les directions marketing sont donc directement concernées : quels usages peuvent-elles faire de ces données ? Pour quels avantages ?
Via SURICATE CONSULT - Cyrille MICHARD
Scoop.it!
Doctors use, but don’t rely totally on, Wikipedia http://t.co/Ng7K5SQx #hcsm #hcsmeu #wikipedia...
Scoop.it!
If you’re wearing a watch with a sweep-second hand, pause now and watch it click away 23 seconds.
Researchers using hidden cameras and tape recorders in a number of primary care doctor’s offices demonstrated that this is the amount of time an average patient was allowed to describe her symptoms before she was interrupted by her doctor.
|
Scoop.it!
Le ministère de la santé met en ligne toute l'information sur les projets de télémédecine en cours http://t.co/KT2gLLZp #hcsmeufr #esante...
Scoop.it!
Atteignez vos objectifs grâce au Quantified Self (Le guide pratique du Quantified Self.Mieux gérer sa vie, sa santé, sa productivité.: http://t.co/k8lmlvoZ poke @egadenne ;)...)...
Scoop.it!
Since healthcare pros have embraced tablets in a big way, tablet makers have come up with a few design and feature twists for this demanding audience.
http://www.informationweek.com/news/galleries/healthcare/mobile-wireless/232500058 Via nrip
Scoop.it!
Pour mieux comprendre l'univers de la pharma et de la santé (RT @MediTwitt: RT @Peccoux: Ou vont vos donnees de santé : http://t.co/nvWCPTWy #health20fr #esante #sante...)...
Via Pharmacomptoir / Corinne Thuderoz
Scoop.it!
The National Bone Health Alliance and inVentiv shop GSW Worldwide are launching 2Million2Many, a national education campaign designed to raise awareness of the connection between osteoporosis and broken bones.
The campaign, including print ads, a microsite (2million2many.org), PSA and documentary, will urge Americans 50 and up to get follow-up testing when they break a bone.
“Every year, there are two million broken bones caused by osteoporosis, and yet only two in ten get a follow-up test or treatment for osteoporosis,” said GSW Worldwide's Marcee Nelson. “We need to help people visualize this impact, and to make it relevant to them now, while they can still do something to prevent it.”
As a visual aid, the effort features Cast Mountain, a 2,500-pound assemblage of fiberglass casts and resin representing the 5,500 broken bones that happen each day, the agency said. The sculpture will go on tour starting at this week's International Symposium on Osteoporosis in Orlando, FL. Via Thibaud Guymard
Scoop.it!
Spurred by a combination of government incentives and aging technology, healthcare is entering an IT renaissance with nobile and cloud technologies at the center.
Scoop.it!
![[Infographie] Comment générer du trafic qualifié sur son site ? La réponse en une recette ! | E-SANTÉ : COMPRENDRE. RELIER. TRANSFORMER. | Scoop.it](https://img.scoop.it/Q3_MvP7795PmJQHvgNLuqTl72eJkfbmt4t8yenImKBVvK0kTmF0xjctABnaLJIm9)
Une dose de référencement payant, deux cuillères de référencement naturel et un zeste de médias sociaux… L’agence SLAP digital, spécialisée dans la génération de trafic qualifié, a récemment publié une infographie résumant les interactions...
Scoop.it!
As Pharma Spends More on Digital, External Digital Agencies Receive Poor Ratings from Marketing Executives http://t.co/qaobIpv0 @pharmaguy...
Scoop.it!
Les pharmaciens sont touchés de manière disproportionnée par les mesures d'économies du gouvernement qui risquent de porter atteinte au rôle de conseiller du pharmacien en matière de santé et de nuire à la qualité et à ...
Scoop.it!
La sixième édition du congrès Hit Paris s’affirme comme une plateforme ouverte d’échange et de partage autour des technologies de l’Information et de la Santé. Le point sur les nouveautés de cette édition 2012. Via Paris Healthcare Week
Scoop.it!
La Dordogne teste la médecine à distance. Une solution pour parer au manque de médecins en zone rurale ? Traiter les urgences médicales dans un département aussi rural que la Dordogne est un...
Scoop.it!
Does my doctor expect me to have looked up my symptoms online?
|
