Biosimilar Infliximab - What's All the Excitement About?

Posted by Adi Reske on Aug 11, 2015 11:05:24 AM

When in April this year the FDA accepted Celltrion’s filing for Remsima, the biosimilar Infliximab, patients and healthcare professionals in the United States were excited by the potential of a cheaper alternative to the expensive Remicade, an FDA approved tumor necrosis factor (TNF)-alpha inhibitor for the treatment of rheumatoid arthritis (RA), ankylosing spondylitis (AS), psoriasis, Crohn's disease (CD), and ulcerative colitis (UC) . However, a couple of weeks before the anticipated advisory committee, the FDA postponed discussions for an unknown date, requesting more information from Celltrion. Meanwhile, the excitement died down.

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Topics: Competitive Intelligence, Market Analysis, Medical Devices, Pharma, Healthcare, Life Cycle Management, Life Sciences, Product Positioning, Competitive Strategy

Take the new global CI Benchmarking survey (and see your results instantly!)

Posted by Fuld + Company on Aug 5, 2015 9:12:47 AM

How does your CI program compare to other across the globe?

Competitive intelligence (CI) is just over three decades old and plays a critical role in corporate decision making around the world. Join over 700 companies that have participated in this Fuld + Company survey over the past 10 years. By participating in the 2015 benchmark update, you will learn the latest information on CI budgets, reporting relationships, as well as understanding how strategic or how tactical your CI program is compared to others in your industry or in other geographies.

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Topics: Competitive Intelligence, Consumer Goods, War Games, Brand Insights, Fuld + Company, Market Analysis, Pharma, Scenario Analysis, Technology/Telecomm, Life Sciences, Merger and Acquisition

Healthcare Merger Mania Continues

Posted by Ken Sawka on Jul 29, 2015 11:55:01 AM

Anthem last week agreed to acquire Cigna for $48.3 billion, according to multiple press reports. The deal, if approved, would create the nation’s largest insurer in terms of enrollment, and reduce the number of large health insurers from five to three. Coming on the heels of the announced tie-up of Aetna and Humana – a $37 billion dollar transaction itself – the deal is almost certain to raise antitrust concerns.


The Risks and Drama of Merger Mania - Can We Learn from Experience?
By: Diane Borska

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Topics: Competitive Intelligence, Events, Brand Insights, Market Analysis, Pharma, Healthcare, Industry Convergence, Life Sciences, Merger and Acquisition

The Risks and Drama of Merger Mania - Can We Learn from Experience?

Posted by Diane Borska on Jul 13, 2015 10:00:00 AM

UPDATE: Robust analytical methodologies can provide executives with insight regarding industry trends. This blog, previously produced by Diane Borska, Global Principal at Fuld + Company, on mergers and acquisitions is a demonstration of the power of strong industry understanding and well-executed analysis

Nearly 18 months after the Aetna – Humana deal was first announced, a federal judge has ruled the transaction would violate antitrust laws. As a result, it is all but certain that the deal will not go forward and analysts believe the closure of the other significant industry transaction involving Anthem and Cigna, is also in jeopardy. Observing the parallels of merger activity in another industry with relevant characteristics to health insurers, allowed us to recognize early on the risks these transactions would face and conclude that the pace of industry consolidation may be slow and face considerable challenges.

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Topics: Competitive Intelligence, Events, Brand Insights, Market Analysis, Pharma, Healthcare, Industry Convergence, Life Sciences, Merger and Acquisition

Aetna's Medicare Advantage Bet

Posted by Jacob Golbitz on Jul 8, 2015 3:38:00 PM

Last week Aetna announced its intention to acquire Humana for $37 billion in cash and stock. Reasons given for the acquisition included the usual references to synergy potential, cost savings, and greater financial strength, but also how the acquisition will improve membership positioning and increase government exposure in its covered lives portfolio.

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Topics: Competitive Intelligence, Events, Brand Insights, Market Analysis, Pharma, Healthcare, Industry Convergence, Life Sciences, Merger and Acquisition

Healthcare Delivery is Becoming More Decentralized: An Opportunity for Insurers?

Posted by Jacob Golbitz on Jun 23, 2015 2:00:00 PM

As part of CVS’s acquisition of Target’s 1,660 pharmacies, CVS announced it will rebrand Target’s nearly 80 in-store clinics as MinuteClinic and open up 20 new clinics within Target stores over the next 3 years – all this as part of the company’s plan to operate 1,500 clinics by 2017.

Earlier in June CVS announced it had become an in-network provider with Molina Healthcare of Ohio, a health care insurance plan operating in Ohio with 340,000 members. This makes sense for Molina, as the MinuteClinics lower cost will lower Molina’s costs, and members benefit as well with increased convenience and accessibility.

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

The BIG Leap (Part 2 of 2): What's Next for Life Sciences If Big Data Dominates the World?

Posted by Leonard Fuld on Jun 12, 2014 9:00:00 AM


Imagine a future world in which technology companies would come to the rescue of the traditional life sciences industry. A world dominated by Big Data companies, such as Google, rather than a world of firms that live with lab benches and test tubes. A world like this might produce a highly efficient and cost-effective life sciences industry where virtual talent could easily supplant large supplies of scientists married to one location.

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Topics: Product Roadmap, Innovation, Pharma, Scenario Analysis, Life Sciences

The BIG Leap (Part 1 of 2): Will Tech Companies Replace Traditional Life Sciences Incumbents?

Posted by Leonard Fuld on May 20, 2014 8:00:00 AM


In a scenario planning discussion with life sciences experts from MIT, Big Pharma, and biotech entrepreneurs, we facilitated a number of future stories focusing on the availability of STEM (Science, Technology, Engineering, and Math) talent. Scenario planning helps an organization envision a future very different from the present and develop concrete strategies that anticipate and prepare an organization for a change in future market and competitive conditions.

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Topics: Innovation, Pharma, Life Sciences

Your Competition Doesn’t Wait To Turn Their Clocks Ahead So Why Should You?

Posted by Leonard Fuld on Mar 18, 2014 10:00:00 AM

Last year, while monitoring clinical trials for a number of competitors in the oncology field, we spotted a Twitter announcement from a third-party patient advocate who wanted to see this company renew a particular set of trials it had dropped. The advocate was working with this biotech competitor to recruit new patients and announce a special recruiting event. This Twitter feed continued for a couple of weeks then suddenly stopped once the biotech likely filled its patient quota. Social media signals like this one are essentially a small spark of intelligence you have to notice when it occurs. Had we not been monitoring this company’s tweets, we would have missed this early warning signal on the clinical trial restart and in this instance there were no lingering leaflets pinned onto bulletin boards or mass mailings designed to recruit patients.

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Topics: Competitive Intelligence, War Games, Early Warning Monitoring, Pharma

Ignoring a Rival's Product Launch and Baseball's Song We Fail to Hear

Posted by Leonard Fuld on Oct 24, 2013 3:50:00 PM

Alas, American baseball's season will soon come to an end. The song most recognized as this sport's national anthem is "Take Me Out to the Ball Game," sung in most stadiums midway through the seventh inning. Almost everyone knows this song's chorus but almost no one realizes that it has a back story, found in the opening stanzas of lyricist Jack Norworth's 1927 version. Those stanzas have mysteriously vanished from today's version - stanzas that tell you what motivated the heartfelt words we all know:

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Topics: Competitive Intelligence, New Market Entry, Pharma, Life Cycle Management

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