Merck/Roche Co-Promote Pact Attempts To Shut Vertex Out Of HCV Protease Inhibitor Space
This article was originally published in The Pink Sheet Daily
Executive SummaryRoche will co-promote Merck's Victrelis with its own HCV drugs Pegasys and Copegus in the U.S.
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If 2010 was the year when pharma introduced new models, 2011 was the year it discovered that executing on its plans required a new mindset. There was a realization that pharma input and capital were required at the earliest stages of company creation. Innovation remained the order of the day, though pharma’s attempts to innovate looked strikingly similar to one another. We continued to see risk-sharing deal structures, emphasis on emerging markets, ongoing externalization and the biotech-ification of pharma, and stronger emphasis on “unmet medical need. Pharma also did more to work with VCs, payors, generics companies, and each other. The year saw a recovery in US drug approvals and launches, but the high prices associated with some of those new therapies and austerity in Europe also shed light on the health technology assessment-dominated future that likely faces most markets, including the US.
Merck highlighted its hepatitis C franchise at its recent R&D day with analysts and journalists.