Meet 2014’s Blockbuster Drugs

November 20, 2013 Leave a comment

Meet 2014’s Blockbuster Drugs

November 14, 2013

These five medicines are predicted to be big moneymakers:

GA101
Roche’s (RHHBY) experimental leukemia drug beat the company’s top seller, Rituxan, in a trial that may position it as the older treatment’s heir. Annual revenue is forecast to reach $1.4 billion in 2018, based on a Bloomberg survey of six analysts.LEMTRADA

Sanofi (SNY) gained access to this antibody-based therapy for multiple sclerosis through its purchase of Genzyme in 2011. The market for MS drugs is forecast to grow from $13.8 billion to $19.6 billion by 2022, according to Credit Suisse (CS).

IBRUTINIB
Johnson & Johnson (JNJ) and Pharmacyclics’ (PCYC) treatment for two types of blood cancer is poised to hit the market earlier than anticipated, after the U.S. Food and Drug Administration designated it a breakthrough therapy. Considered one of the most promising late-stage cancer drugs in the pipeline, ibrutinib has the potential to earn $5 billion a year.

ANORO
GlaxoSmithKline (GSK) and Theravance (THRX) are collaborating on this treatment for emphysema and chronic bronchitis, which may get final FDA approval as early as December. Anoro is expected to generate $1.2 billion in sales in 2018, according to Bloomberg consensus estimates.

SOFOSBUVIR
The race is on for an all-oral combination therapy to treat hepatitis C, a disease that attacks the liver, and Gilead Sciences’ (GILD)once-daily pill is in the lead. Analysts expect sofosbuvir to generate $6 billion in sales a year.

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Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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