Filgotinib: Still Early to Pop the Champagne

Posted by Adi Reske on Dec 24, 2015 12:38:39 PM

Recently, Galapagos NV and Gilead entered a partnership, potentially worth more than $2 billion, to develop Galapagos’s oral JAK1 inhibitor, filgotinib, for inflammatory diseases.

Earlier in December 2015, Galapagos announced positive interim Phase II Crohn’s disease results for filgotinib. Based on the data presented, 48% of moderate to severe CD patient treated with filgotinib achieved clinical remission at 10 weeks compared to 23% placebo (p=0.0067); clinical response (CDAI decrease of 100 points or more) as well improvement in patients’ quality of life were also met in the study. According to the company’s CEO, results from the Phase II trial merit moving the drug into a Phase III Crohn's program “as soon as possible”.

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Topics: Brand Insights, Pharma, Life Sciences, Product Positioning

Five Things Lockheed Martin Needs Sikorsky to Do

Posted by Christopher Dent on Dec 3, 2015 8:00:00 AM

On November 6th, United Technologies Corporation (UTC) closed the sale of its Sikorsky aerospace unit to defense giant Lockheed Martin for $9B.  Does this acquisition improve the strategic position of both companies or will Sikorsky prove to be a white elephant?

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Topics: Brand Insights, Market Analysis, Merger and Acquisition, Competitive Strategy

New Video! Business Disruption

Posted by Fuld + Company on Nov 5, 2015 1:22:38 PM

The latest wave of disruption has been driven by technology platforms, consumer experience, and the oft-cited "sharing economy."

CEO and President Ken Sawka and Founder Leonard Fuld discuss:

  • Is any market safe?
  • Are incumbents reacting in strategic ways?
  • What's the degree of customer stickiness for the likes of Uber and Airbnb? 

Video after the jump.

 

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Topics: Competitive Intelligence, Brand Insights, Early Warning Monitoring, Fuld + Company, Fuld, Leonard, Competitive Strategy

New White Paper! Millennials: Predictors of Future Disruptions

Posted by Fuld + Company on Nov 5, 2015 12:35:05 PM

If you've been following us this past summer, you'll know Fuld + Company Founder Leonard Fuld spent some of those sunny days on the Rose Fitzgerald Kennedy Greenway. He was seeking insight into the minds of millennials, the demographic that will comprise 75% of the U.S. workforce in just 10 years. How did they feel about Uber, Amazon, and Obamacare? Were they shocked by Blackberry's demise? What did they want their weddings to look like?

The five surveys he conducted are now available in one white paper, Millennials: Predictors of Future Disruptions.

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Topics: Brand Insights, Innovation, Market Analysis, Fuld, Leonard, Competitive Strategy

Pfizer’s Xeljanz: An Uphill Battle

Posted by Adi Reske on Oct 28, 2015 9:32:16 AM

Approx. 6 million people in the US have plaque psoriasisOn October 14th, 2015, Pfizer announced receipt of a Complete Response Letter (CRL) from the FDA regarding its recent supplemental New Drug Application (sNDA) for Xeljanz (tofacitinib) in moderate to severe plaque psoriasis.

The FDA accepted Pfizer’s filing in February 2015 based on data from the Phase III Oral treatment Psoriasis Trials (OPT) Program. A global, multi-study, clinical development program, OPT was designed to evaluate Xeljanz 5 mg and 10 mg twice daily in patients with the skin disorder.

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Topics: Brand Insights, Market Analysis, Pharma, Life Sciences, Competitive Strategy

Dell Acquires EMC: Heavy Clouds, No Rain

Posted by Ken Sawka on Oct 27, 2015 12:06:53 PM


On October 12, Dell announced its plans to acquire EMC Corporation for $67 billion
, the largest technology industry deal to date, a deal clearly intended to bolster Dell’s ability to compete in the increasingly lucrative corporate data center market. This move follows HP’s split into two organizations which itself was engineered to free HP’s enterprise business from the low-margin shackles of its consumer PC and printer business.  While the Dell-EMC deal will accelerate the transition of corporate data assets to the cloud, the new entity could face significant challenges that hamper its ability to make it rain. 

Our experience conducting war games for Global Fortune 100 companies and analyzing competition in enterprise IT has made it clear that the market is undergoing a dramatic transformation. Our analysis, conducted over an extensive period of time and involving a variety of players, demonstrates that this transformation is characterized by several confluent factors that the combined EMC-Dell will have to navigate to achieve success: 

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Topics: Competitive Intelligence, War Games, Brand Insights, Market Analysis, Technology/Telecomm, Merger and Acquisition

Jack Bauer and the Flu

Posted by Robert Flynn on Oct 23, 2015 6:49:12 AM

On February 5, 2015, Public Health England announced that the flu vaccine had demonstrated low effectiveness against the main strain of flu that had circulated this past winter. Dr. Michael Skinner of Imperial College London, said in response, “Trying to predict which seasonal flu vaccine to produce each year must be a bit like a Jack Bauer car chase in Los Angeles…bound to prove somewhat hit & miss.” 

A similar miss occurred in 2004, when the United States suspended The Chiron Corporation’s shipment of 48 million doses of vaccine, citing problems at the company’s Liverpool, England, manufacturing plant.

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Topics: Brand Insights, Market Analysis, Pharma, Scenario Analysis, Healthcare, Life Sciences, Merger and Acquisition

Holiday Gaming - Microsoft's Big Chance

Posted by Robert Flynn on Oct 13, 2015 9:00:00 AM

If Satya Nadella, CEO of Microsoft, has his way, packages under the Christmas tree and exchanged during Chanukah will be full of boxes containing Xbox consoles and games. To increase gaming revenues, he's made some organizational moves assigning Phil Spencer as head of Xbox and Xbox Live, reporting to Windows chief Terry Myerson. But internal changes will not be sufficient in this huge, highly competitive and fast-paced market, especially given Microsoft's slow growth relative to competitors, a laggard performance largely driven by the impact of mobile gaming.

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Manufacturing/Industrial, Market Analysis, New Market Entry, Scenario Analysis, Technology/Telecomm, Industry Convergence, Merger and Acquisition, Product Positioning, Competitive Strategy

New Micro Case Studies, have a look!

Posted by Fuld + Company on Oct 12, 2015 11:00:00 AM

Case studies are a curious animal. Everyone thinks they're important, but no one wants to write them, and, apart from the headlines, people don't really read them. They just want to know what was the challenge, what was done, how successful it was.

So at Fuld, we're introducing something new: the microinfographic case study. It's like the quick summary from a 3-5 page case study, with illustrations.

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Topics: Competitive Intelligence, Brand Insights, Fuld + Company, Innovation, Pharma, Healthcare, Life Cycle Management, Life Sciences, Product Positioning, Competitive Strategy

New Micro Case Studies, have a look!

Posted by Fuld + Company on Oct 12, 2015 11:00:00 AM

Case studies are a curious animal. Everyone thinks they're important, but no one wants to write them, and, apart from the headlines, people don't really read them. They just want to know what was the challenge, what was done, how successful it was.

So at Fuld, we're introducing something new: the microinfographic case study. It's like the quick summary from a 3-5 page case study, with illustrations.

Read More

Topics: Competitive Intelligence, Consumer Goods, War Games, Brand Insights, Fuld + Company, Innovation, Manufacturing/Industrial, New Market Entry, Technology/Telecomm, Merger and Acquisition, Competitive Strategy

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