Injectable Pharmaceuticals Revisited

Back in July when I started this blog I posted on the economics of injectable pharmaceuticals.

Momenta Pharma had released news they would be producing a copycat version of a popular blood thinner manufactured by Sanofi-Aventis. The share price of Momenta shot up by 70% on the news while the share prices of SA and other related companies barely nudged. 

At the time I provided insights on why this was a blip and how you could make a little money. The advice was not for the faint-of-heart.

Is Momenta a good buy? Perhaps it is based on its R&D activities but not quite yet on the news of a generic Lovenox.

Btw had you taken my advice on July 31, 2010 you could have reeled in an 86% ROI by mid-September.

Keep an eye on Momenta for more news  in the future.

Cheers!

Is Big Pharma still a good investment?

A recent white paper by Ernest & Young looks at the question.

At one time this industry was posting double digit annual returns but no more. Largese, economies of scale and regulatory scrutiny are some of the issues that have led to declines. 

IS there a chance for return to the good old days? Visionary leadership is the key to returning this sector to its former position. Keep posted.

Review the report for an insightful look into the industry's challenges and changes on the horizon.

Cheers!