Run Biologics- The JAKs Are Coming

A new class of drugs targeting the JAK kinases is set to challenge today’s biggest selling biologics for the treatment of arthritis and other inflammatory diseases. Heading this class is Pfizer’s tofacitinib; this potent, but relatively un-selective JAK inhibitor demonstrated positive results in five pivotal trials earlier this year. Pfizer intends on filing for marketing […]

Vertex is Overvalued

Don’t get me wrong here, I think Vertex’s telaprevir is an incredible development that will usher in a new era in HCV treatment. Current estimates of the HCV market are about $2.5 billion, with the number increasing 4-fold as new therapies enter the market- that’s potentially $10 billion, getting close to the $15 billion expected […]