- MRK held its 2q2011 earnings conference call 7/29/2011 - click here for transcript.
- MRK has licensed several drug candidates from Ligand (see details on LGND page), but these were not discussed on 2q2011 call. These program are each listed on the latest active pipeline charts:
- Dinaciclib (SCH727965) for cancer (p2)
- Navarixin (SCH527123) for COPD (p2)
- beta-secretase inhibitor for Alzheimers (p1?)
- undisclosed phase 2 product that was recently the subject of a Captisol supply deal– based on the estimated 2015 launch date possibility, there is some possibility that this is Navarixin [but I have no other basis for this thought]
- A couple interesting quotes from the conference call related to biosimilars:
- Kenneth C. Frazier - President and CEO: "On the biosimilars question. First of all, we'll have a lot more to say about this in November, but let me assure you that we are working to ensure that we have in place all the capabilities necessary to succeed in this marketplace. We realize that it's important for us to get these products to market early on and that means that we have to have all aspects of our production chain in place."
- Peter N. Kellogg - EVP and CFO: "Catherine, I would just note that we have identified three other programs already in biosimilars, so first is the Enbrel biosimilar that we just announced with Hanwha, and then we have two, we have NEUPOGEN biosimilar in development and also NEULASTA biosimilar in development as well, more to come."
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