|Biotech Due Diligence||
Ok last of this series of posts of interesting snippets from the recent Merck R&D day. See below for commentary and slides regarding their unique monoclonal antibody program for C. difficile associated diarrhea (CDAD). Important for those who follow Optimer OPTR and Cubist CBST, among others. I am working on a more complete analysis of the prospects for this MK3415A program, which is currently in phase 3 development.
Merck $MRK was emphasizing the importance of cancer biomarkers in the R&D day presentation. See the chart below for the pipeline programs, indication, and biomarker strategy.
Full report coming soon, but see below for some reference material from the recent Merck R&D day presentation regarding their beta-secretase (BACE) program for Alzheimer's Disease. They don't say much about the details, but repeated their description of the program as "potentially transformative" at their recent JP Morgan webcast.
See below for some snippets and slides from Merck R&D day about their biosimilars programs (saved before more recent headlines about new Enbrel patent, AMGN-WPI, and BAX-MNTA collaborations). Perhaps the slide and commentary collection will be useful to you.
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