BioCentury
ARTICLE | Finance

PDUFAs produce yawns

Buysiders see HCV big again in 2012, along with cancer, autoimmune therapies

January 9, 2012 8:00 AM UTC

There are more than twice as many PDUFA dates this year than last - at least 40 vs. 17 - but only a handful of potential approvals are drumming up interest among buysiders. Investors are focusing on areas such as HCV, which is almost unanimously seen as maintaining its momentum into 2012, while oral autoimmune therapies and selected cancer products are also attracting attention.

According to buysiders, the large number of compounds under review at FDAdoes not equate to a large amount of excitement. Kurt von Emster of venBio described the PDUFA dates for 2012 as having "marginal impact." OrbiMed's Sven Borho echoed this, saying it is "not the greatest year" for approvals...