10Q Detective

• Patterson-UTI Expands Rigging Activity in Shale Basins

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  The drilling slowdown has eroded Patterson-UTI Energy’s (PTEN-$15.25) U.S. land rig market share, which is down some 50 percent in the last 24 months to about 7.5 percent. Competitor Helmerich & Payne has been able to snag market share and maintain a relatively higher utilization due to stronger drilling demand [...]
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  Posted: November 30, 2009, 1:02pm EST
  by David J. Phillips

• Novartis Breathes Life Into Blood Pressure Franchise

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  Novartis AG (NVS-$55.85) loses patent protection for its $4.4 billion blood pressure medicine Diovan (valsartan) in the major countries of the European Union in 2011 and the following September here in the U.S. Expect generic challengers to strangle Exforge’s (valsartan-amlodipine) lease-on-life, too. Does anyone know CPR? The drugmaker is reaching [...]
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  Posted: November 26, 2009, 12:54am EST
  by David J. Phillips

• Johnson & Johnson Itches for Successful Stelara Launch

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  Stelara (ustekinumab), the Johnson & Johnson (JNJ-$62.76) drug approved for the treatment of moderate-to-severe plaque psoriasis in adult patients, could be a blockbuster drug. This first-in-class interleukin (IL) inhibitor offers the appeal of fewer injections than the established biologics for psoriasis, the tumor necrosis factor-alpha inhibitors.Commercial success of Stelara, however, [...]
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  Posted: November 23, 2009, 11:32am EST
  by David J. Phillips

• Should Genzyme Hire Beer Girls Instead?

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  Genzyme (GENZ-$49.63) has already spent more than $1 billion in the last two years to build new and bigger bioreactors — notably in the U.S., Ireland, and Belgium. Eventual plans call for total perfusion bioreactor capacity to climb from 20,000 Liters to 32,000 Liters by 2012. The global brewer of [...]
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  Posted: November 20, 2009, 6:38am EST
  by David J. Phillips

• ITT Educational Services' Healthy Assets Hide Growing Loan Defaults

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  Do not be mislead by ITT Educational Services (ESI-$93.00) impressive balance sheet or 27 percent gains in new student enrollments for the third quarter, as the trail of money starts and ends back at ITT itself. Federal loan programs are falling short, so the for-profit educator is dipping into its [...]
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  Posted: November 19, 2009, 11:24am EST
  by David J. Phillips

• Biogen Idec's Social Media Successes

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  In the battle for market share and sales, Biogen Idec (BIIB-$46.75) has successfully conveyed the Tysabri message to providers and potential customers alike through popular social media websites ranging from YouTube to Facebook. Despite the increasing amount of PML cases that have been diagnosed since Tysabri was re-introduced to the [...]
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  Posted: November 13, 2009, 2:56pm EST
  by David J. Phillips

• Generics Pressure Johnson & Johnson -- Motrin Anyone?

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  Johnson & Johnson’s Invega (paliperidone) is no Dorothy Hamill poised to skate away with the gold anytime soon. The heralded successor to the schizophrenic drug Risperdal took a tumble after flubbing the double lutz. Third-quarter U.S. revenue fell 16.4 percent to $61 million, and Invega slowly wobbled away out of [...]
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  Posted: November 12, 2009, 1:22am EST
  by David J. Phillips

• MannKind Inhales -- Exhales, Awaits FDA Meeting

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  MannKind (MNKD-$6.58) is seeking FDA approval of Afresa for the treatment of adults with type 1 or type 2-diabetes. Afresa is a drug-device combination product, consisting of an ultra, rapid-acting insulin [an inhalation powder formulation] pre-metered into single unit dose cartridges and an inhaler. In a one-on-one interview, chief financial [...]
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  Posted: November 11, 2009, 1:24am EST
  by David J. Phillips

• Teva Pharmaceutical Learns Legal Sword Cuts Both Ways

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  Teva Pharmaceutical (TEVA-$52.03) became the world’s largest generic manufacturer through an unflinching willingness to knock down the patented walls protecting the branded products owned by Big Pharma. This legal brashness has helped the company to build a portfolio of cheaper versions of such well-known drugs as the colorectal chemotherapeutic agent [...]
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  Posted: November 08, 2009, 6:00am EST
  by David J. Phillips

• Can BioCryst Pharma's Peramivir Boost Obama's Poll Numbers?

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  Does the totality of scientific evidence on Biocryst Pharma’s (BCRX-$10.00) peramivir support the intravenous administration of the drug in patients with suspected 2009 H1N1 influenza — and outweigh the known and potential risks? FDA Commissioner Margaret Hamburg opines that the answer is “yes” in her Letter of Authorization granting EUA [...]
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  Posted: November 04, 2009, 2:28pm EST
  by David J. Phillips

• Biogen Idec - Sacrificing Integrity for Profits?

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  On its recent earnings call, Biogen-Idec (BIIB-$42.59) management brushed aside alleged safety advantage [PML-related] to “drug holidays” for long-term Tysabri users. Specifically, when asked to comment on the proportion of patients in Biogen’s database where providers implemented drug holidays, senior researcher Al Sandrock tersely replied: “From the data we have [...]
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  Posted: November 02, 2009, 8:13pm EST
  by David J. Phillips