Die Meldung unten ist der "Beweis" für meine obige Behauptung, dass Pfizer im
Gegensatz zu Konkurrenten wie Bristol-Myers-Squibb KEINE Pipeline-Probleme
hat (fette Hervorhebungen und kursive Kommentare von mir). Umso stichhaltiger
wird das "Sippenhaft-Argument" - nämlich dass Pfizer zu Unrecht in den Keller
Weiterhin deutet sich an, dass Pfizers Cox-2-Schmerzmittel Celebrex und Bextra
auf dem Markt bleiben werden (siehe meine kursiven Kommentare unten).
Pfizer will sogar frecherweise eine Studie starten, die zeigen soll,
dass Celebrex GUT für das Herz ist. Dies unterstreicht das zweite Kauf-Argument
für Pfizer, dass nämlich Celebrex das von Merck zurückgezogene Vioxx am Markt
ersetzen könnte (Vioxx brachte Merck 2,5 Mrd. Dollar Umsatz pro Jahr - kostet
nun aber bis zu geschätzten 12 Mrd. Dollar für die Schadensregulierung).
Wenn das so laufen sollte, ist nicht nur die - für den jüngsten Kursverfall
maßgebliche - Angst unbegründet, bei Celebrex drohten ähnliche Probleme wie
mit Vioxx, sondern Pfizer sollte dann sogar überproportional steigen: Der
Umsatz stiege um die 2,5 Mrd., die Merck bislang jährlich für Vioxx einnahm.
Die jüngste Chartumkehr verrät, dass dies auch andere so sehen.
(AFX UK Focus) 2004-12-01 00:13 GMT:
Pfizer vows it's ready for expiration of drug patents
BOSTON (AFX) -- With the threat of generic competition looming over the
pharmaceutical industry, Pfizer Inc. declared on Tuesday that the plans
to file 20 drug approval applications with the Food and Drug
Administration by the end of 2006. It plans to have 12 on file by the
end of this year.
"We have long understood that we are facing significant patent expirations in
the 2005-07 period that will impact $14 billion of current Pfizer revenue,"
Chairman Hank McKinnell told an audience of investors and analysts at its
central research facility in Groton, Conn.
"We are in a much different situation than those companies that failed to
anticipate or lacked the means to respond to these challenges," McKinnell
added in remarks that were carried via a live Webcast.
Additionally, Pfizer, the industry leader in annual sales, reaffirmed its
existing financial forecast to earn $1.58 to $1.60 a share this year. Shares of
Pfizer, a component of the Dow Jones Industrial Average, closed up 44 cents, or
1.6 percent, at $27.77.
Pfizer highlighted its lucrative anti-cholesterol franchise from drugs like
Lipitor, the world's most prescribed brand-name pharmaceutical, which is due to
lose its patent exclusivity in 2010.
Pfizer has been working to promote a new combination therapy called Caduet,
which contains both Lipitor and Norvasc, a treatment for high blood-pressure.
Pfizer researchers said they believe combining Lipitor, which had 2003 sales of
$10.3 billion, with Norvasc, which took in $4.5 billion, could be a new
comprehensive approach to battling cardiovascular disease.
Pfizer is also developing a combination therapy of Lipitor, which reduces so-
called "bad" cholesterol, with Trorcetrapib, its drug that boosts "good"
cholesterol in the blood stream. The company plans to spend $800 million on a
massive clinical trial program as part of its effort to garner regulatory
approval for the new treatment.
Pfizer also focused on its Cox-2 inhibitors Celebrex and Bextra, which have
faced harsh scrutiny since Merck & Co. was forced to pull the painkiller
Vioxx, another Cox-2 inhibitor, from the market because it was linked to cardiac
problems. Pfizer said that it is on track to initiate a major clinical study
geared to study not only whether Celebrex may cause cardiac problems but
also whether it may actually be protective to the heart. Pfizer has
emphatically maintained that Celebrex, which generated about $2.5 billion last
year, poses no cardiac threat because its molecular makeup is different from
Vioxx and Bextra.
Kommentar: Schon frech, wie Pfizer den Spieß umdreht! Aber dies zeigt:
Celebrex bleibt am Markt und kann für Mercks zurückgezogenes Vioxx in die
The company also plans to file by the end of the year to have a liquid form of
Bextra approved for use as a painkiller following surgery.
Bextra scheint daher auch auf dem Markt zu bleiben.
Executives went on to discuss the progress of other drug candidates.
Of particular interest to investors was Pfizer's announcement that its inhaled
insulin drug Exubera, developed with Nektar Therapeutics and Sanofi-Aventis,
appears to be on track for receiving regulatory approval in Europe to treat
diabetes. Reports had circulated earlier this year that the regulators were
reluctant to approve the drug amid concerns that long-term use could harm the
lungs. Pfizer said it expects to file its application for U.S. approval of
Exubera early next year.
The company is also awaiting U.S. approval for two other promising drugs --
Macugen, a treatment for macular degeneration, a leading cause of blindness,
and Indiplon, a next-generation sleep aid. Pfizer aims to get Macugen approved
to treat other eye disorders such as blindness caused by diabetes.