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
Regeneron’s growing Eylea franchise and full and compelling pipeline underpin its narrow moat.
Accurate diagnosis of rare genetic diseases can be difficult, and BioMarin could have a hard time locating enough patients to recoup development and manufacturing scale-up costs.BioMarin's newest Phase III drug candidates could have high hurdles for approval; Pompe disease drug BMN 701 is going
Amgen's progress in cancer and cardiology could stabilize its negative moat trend.
Phase III results in prostate cancer and melanoma will make 2014 a seminal year for Exelixis.