On this page, you'll find a summary of which BiotechDueDiligence companies are partnered with each mid- and large-cap pharmaceutical and biotechnology companies. I'll also provide links to my notes from webcasts given by these partner companies. It is important to listen to what both the "big" and "small" partners say about the programs - sometimes you'll detect subtle or obvious differences in perspective, optimism, plans, etc.
Note: Be sure to also check out the Pipelines page for the latest disclosure of big pharma and big biotech company pipelines (most do so at least once per year)
Abbott Laboratories $ABT
- Earnings conference call schedule and notes
- ABT purchased the Ibis diagnostics subsidiary (Plex-ID product) from Isis Pharma and could owe future earn-out payments (see ISIS page for details)
Allergan $AGN
- Licensed apaziquone (EOQuin) from Spectrum Pharma $SPPI for bladder cancer. Has never once been mentioned on an AGN quarterly conference call, up to and including 2q-2012.
AstraZeneca $AZN
- Earnings conference call schedule and notes:
- AZN (via Medimmune) licensed MEDI-528 for asthma from Ligand (phase 2) - see LGND page for details. This program has been abandoned (and was never discussed on AZN conference calls)
- AZN has two products licensed from Astex $ASTX for oncology (AZD5363 entered phase 1 4q-2010) and Alzheimer's (AZD3293 - preclinical, not yet on pipeline). Not discussed on AZN conference calls thru 2q-2012.
- AZN has partnerships with ISIS (antisense for cancer) and RGLS (microRNA targets) - not discussed on 4q2012 or 1q2013 conference calls.
Baxter $BAX
- BAX bought Prism Pharma, which had licensed Nexterone from LGND (see more details on LGND page)
- BAX held 2q2011 conference call 7/21/11 - Click here for my notes from the call about this product. [not discussed 3q2011]
- BAX is the follow-on biologics/biosimilars partner for Momenta Pharma $MNTA.
- 2q-2012 conference call - neither MNTA nor LGND programs discussed.
Bristol Myers Squibb $BMY
- Earnings conference calls: These programs have never bee mentioned to my knowledge, thru 2q-2012
- BMY has licensed the following programs from BiotechDueDiligence companies:
- Abilify for bipolar disorder from Ligand (marketed) - see details on LGND page.
- Antisense against PCSK9 for hypercholesterolemia from Isis Pharma (preclinical) - see details on ISIS page.
- BMS582949 p38 MAPK inhibitor for inflammatory diseases (phase 2) from Ligand - see details on LGND page.
Celgene $CELG
- Conference Call Notes:
3q2011 conference call 10/27/11 - transcript - click here for my notes
2q2012 earnings call - click for notes.
Eli Lilly $LLY
- Earnings conference call schedule and notes
--3q2011 conference call 10/20/2011 - Click for quick notes.
--2q2012 earnings call - notes re potential LGND partnership.
- Partnered with ISIS for antisense drug targeting survivin - listed as phase 2 as of 7/2011 pipeline. Not one of programs described as entering phase 3 by end of 2011.
GlaxoSmithKline $GSK
- Earnings conference call schedule and notes:
--3q2011 earnings webcast was held 10/26/2011 - Click for quick notes.
--2q2012 earnings call notes re LGND partnership for PROMACTA.
- GSK has licensed the following programs from BiotechDueDiligence companies:
- Promacta: marketed for ITP from Ligand (details on LGND research page); also for HCV (phase 3) and cancer (phase 2)
- Promacta backup compound GSK5921 (phase 2), potentially for cancer-associated thrombocytopenia
- Antisense targeting TTR in phase 1 for ATTR from Isis Pharma (details on ISIS research page)
- Preclinical microRNA collaborations with Regulus (founded by ISIS and ALNY, see more details on their pages)
- Until 9/2011, partnered w/ Adolor for sales of Entereg (details on ADLR research page) - will receive earn-out payments from Cubist $CBST
- Drispersen for muscular dystrophy from Prosensa (competitor to SRPT Sarepta Therapeutics' eteplirsen) - on 4q-2012 earnings call GSK said that the phase 2b data is in-house but will not be disclosed until completion of the ongoing phase 3 trial
Johnson and Johnson $JNJ
- Earnings conference call schedule and notes:
- JNJ owns ROW rights to Dacogen from Astex/Supergen (see ASTX research page)
The Medicines Co. $MDCO
- MDCO held 2q2011 conference call 7/27/11 - Click here for my notes.
- MDCO held 3q2011 conference call 10/26/11 - This program not discussed. PR says "continuing technology transfer"
- MDCO licensed IV-clopidogrel (MDCO-157) from LGND - no mention of program on 4q-2012 conference call
Merck $MRK
Includes partnerships made by Schering Plough $SGP before it was acquired by MRK.
--3q2011 earnings webcast was held 10/28/2011 - these programs not discussed (transcript)
--2q2012 earnings call notes re LGND BACE program for Alzheimer's.
- Earnings conference call schedule and notes
--3q2011 earnings webcast was held 10/28/2011 - these programs not discussed (transcript)
--2q2012 earnings call notes re LGND BACE program for Alzheimer's.
- click here for 11/2011 R&D day slides.
- MRK has licensed the following programs from Ligand (see details on LGND research page):
- Navarixin (MK-7123 fka SCH-527123) for COPD (phase 2) [Note this program has dropped off the chart on the November 2011 revision]
- Dinaciclib (MK-7965 fka SCH-727965) fpr cancer (phase 2)
- Beta-secretase BACE inhibitor (MK-8931) for Alzheimer's disease (phase 1 - entering phase 2 late 2012)
Novartis $NVS
- Earnings conference call schedule and notes:
--3q2011 earnings webcast was held on 10/25/2011 - click here for my notes.
- NVS has licensed two complex generic programs from Momenta Pharma (See MNTA research page):
- Generic Lovenox (enoxaparin) - marketed in US
- Generic Copaxone - ANDA under FDA review in US
Pfizer $PFE
Includes partnerships made with companies acquired by PFE, such as Wyeth and King Pharma
--3q2011 earnings webcast 11/1/2011 - these programs not discussed
- Earnings conference call schedule and notes:
--3q2011 earnings webcast 11/1/2011 - these programs not discussed
- PFE has licensed a number of drugs from Ligand (See LGND research page for details on candidates and transactions):
- Avinza for pain (marketed)
- Vfend antifungal (marketed)
- Cerenia for canine motion sickness (marketed)
- Geodon for schizophrenia (marketed)
- Viviant/Conbriza for menopause (marketed ex-US, under FDA review in US)
- Fablyn for osteoporosis (approved EU but not marketed) - Rights returned to LGND 2q2011
- Aprela for menopuase (awaiting regulatory filings) - stated plans for NDA in 2012
- JAK3 inhibitor: backup compound for PFE JAK3 program purchased outright (preclinical)
Roche $RHHBY.PK
- Click here for Roche pipeline (as of 10/13/2011 3q2011 earnings - click for CC transcript)
- Preclinical partnership for CRACM inhibitors with Synta Pharma (See SNTA research page) - terminated.
- Roche commercializes ERIVEDGE (vismodegib), licensed from Curis $CRIS and launched in early 2012. Click for updates from 2q-2012 earnings.
Sanofi-Aventis $SNY
- Earnings conference call schedule and notes:
--3q2011 earnings webcast will be held 11/3/2011 - click for quick notes.
- SNY has licensed the following programs from BiotechDueDiligence companies:
- Kynamro (mipomersen) from Isis Pharma (via Genzyme) for hypercholesterolemia (filed in EU, US NDA pending) - see ISIS page for details.
- Preclinical microRNA collaborations with Regulus (founded by ISIS and ALNY, see more details on their pages)
Teva Pharma $TEVA
- Earnings conference call schedule and notes
--3q2011 conference call 11/2/2011 - click for quick notes.
- Partnered with BPAX for Bio-T-Gel - PDUFA date 2/14/2011.
- Partnered with OGXI for custirsen for prostate cancer in phase 3 development - no mention on 4q-2012 conference call
- Partnered with AIS for multiple injectable products
- Click for comments from 2q-2012 earnings call about R&D portfolio review and restructuring.
Watson Pharma $WPI
- WPI held 2q2011 conference call 7/26/11 - Click here for my notes.
- WPI held 3q2011 CC 11/1/2011 - click here for my notes.
- WPI licensed Anturol gel for overactive bladder from AIS - no mention of this recently launched product known as GELNIQUE 3% on the 2q-2012 conference call.
- WPI sells Amphastar's generic Lovenox in competition with MNTA in the retail pharmacy channel.