Gilead's HIV franchise historically provided three fourths of revenue. Heavy dependence on tenofovir, which loses exclusivity in 2018, puts pressure on Gilead's hepatitis C portfolio to support growth.Pricing pressure and reduced willingness to pay for convenience could weigh on Gilead's growth.
Amgen's progress in cancer and cardiology could stabilize its negative moat trend.
The failure of Cometriq in prostate cancer will make building a moat more challenging for Exelixis.
Roche is paying for Esbriet's U.S. potential, but competition and a limited pipeline are concerns.
Despite Afrezza's approval and partnership with Sanofi, the product could flop on the market. Exubera was removed from the market after it was deemed a commercial failure thanks to its hefty price tag and bulky design.Beyond Afrezza, MannKind has only a few early-stage products in its pipeline,
Optimer and Trius acquisitions reduce Cubist's uncertainty post-Cubicin patent expiration.
Dendreon’s high debt load and ongoing losses make the company’s long-term viability uncertain.Dendreon's limited sales and distribution know-how may hamper Provenge's uptake, and its lack of manufacturing experience could expose the firm to damaging supply issues.The treatment paradigm for prostate
Lexicon could move its diabetes drug forward without a partner, but costs and risks are high.
Alnylam is in the early stages of building a moat around its RNA-based drug platform.
Given the rarity and limited awareness of non-24 disorder, it will be challenge for Vanda to build the market for the drug.Fanapt's uptake has been limited by its lack of meaningful comparative effectiveness data with other antipsychotics, which may be limiting its market potential.Because of its