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Amgen revisiting Akebia buyout

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anonymous

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Amgen BD looking to salvage the revenue being lost from its EPO business. Both Vifor and Davita (converting fast from Epogen to Mircera) are using Roche product. Its best and the only option is Vafseo, which also has better labeling than GSK oral product, and also touts existing partnership with Vifor!
 










anonymous said:
Amgen BD looking to salvage the revenue being lost from its EPO business. Both Vifor and Davita (converting fast from Epogen to Mircera) are using Roche product. Its best and the only option is Vafseo, which also has better labeling than GSK oral product, and also touts existing partnership with Vifor!
Click to expand...

They haven’t started the actual discussion. Amgen is too slow, and by the time they decide, they will pay a hefty premium.
 




Didn’t they tried partnering before for the drug development activities post tanabe’s deal.
Heard Otsuka’s offer was much better and that is why Akebia went with them. With a surprising turn of event, they got the drug development funded by Otsuka, and Otsuka made a poor choice to pull out during the first CRL. Now they have an approved drug with no commitment to Otsuka. Sounds like free money!

May be there is another big pharma like J&J that may want to beat Amgen.
 




anonymous said:
Amgen BD looking to salvage the revenue being lost from its EPO business. Both Vifor and Davita (converting fast from Epogen to Mircera) are using Roche product. Its best and the only option is Vafseo, which also has better labeling than GSK oral product, and also touts existing partnership with Vifor!
Click to expand...
That would be great, HIF oral pills can be used for both substitution and supplementing all ESAs! This will be ARDS move soon. Buying AKBA
 




anonymous said:
Amgen BD looking to salvage the revenue being lost from its EPO business. Both Vifor and Davita (converting fast from Epogen to Mircera) are using Roche product. Its best and the only option is Vafseo, which also has better labeling than GSK oral product, and also touts existing partnership with Vifor!
Click to expand...

why doesn’t CSL Vifor acquire them and cut Amgen as the middle man. That way all of profit stays with Vifor. Is there an antitrust law if Vifor owns the HIF drug sold to Fresenius? I don’t think so
 








Amgen can get a real boost from the free cash flow that Vafseo & Auryxia can produce for it in coming years, thus helping reduce the debt it has accumulated in recent years.
 
















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