Healthcare: After Spinning Off Its Fastest-Growing Drugs, What's Next For Biogen?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 1 February 2017
⏱️ 22 minutes
🧾️ Download transcript
Summary
Competitors make headway against Teva Pharmaceutical's top-seller, and Biogen's hemophilia drugs become Bioverativ. Here's what you should know.
Transcript
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| 0:00.0 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. |
| 0:07.0 | I'm your host Christine Hargis and it's February 1st. |
| 0:10.0 | As usual, I'm talking today to Motley Fool Healthcare Specialist Todd Campbell, who is calling in via Skype. |
| 0:15.3 | How are you, Todd? |
| 0:16.7 | Hi, Christine, can you believe that it's February already? |
| 0:20.1 | No, absolutely not. |
| 0:21.3 | We've got a crazy January. Yeah, it's been so packed with news and excitement that I feel like it just flew by. |
| 0:27.0 | Amazing, I mean, at this pace, I think we'll wake up tomorrow morning, it'll be 2018. |
| 0:32.0 | It wouldn't surprise me. I think we'll wake up tomorrow morning, it'll be 2018. |
| 0:32.7 | It wouldn't surprise me. |
| 0:35.2 | So let's dive right in. |
| 0:36.2 | We have two focuses for our show today, |
| 0:38.6 | Teva Pharmaceutical and Biogen. |
| 0:40.8 | We'll get to Biogen in a little bit, |
| 0:42.3 | but let's open up first with what is Israel's largest company at Tewa. |
| 0:46.0 | Yeah a giant giant company not just in Israel either I, this is a worldwide drug manufacturer creates generic drugs |
| 0:56.8 | to some of the best known medicine that's sold throughout the planet and what we're to discuss going to talk about today |
| 1:06.5 | is a challenge to its best selling drug. |
| 1:12.1 | Which is kind of an interesting story for a lot of reasons. |
| 1:15.6 | First of which this therapy, the best selling drug, is a branded therapy. |
| 1:20.3 | It's called Capacone, and it's actually the most common multiple sclerosis therapy |
| 1:25.5 | But as you mentioned this is fundamentally a generic company so kind of interesting there that they have this one drug which is a branded therapy and accounts for 20% of their |
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