< Return to Bears page

Competition in the dialysis market is inevitable

Competition in the dialysis market is inevitable - even though Amgen won its current patent case against Roche, there are many other products on the horizon that could take significant market share and many operate well outside of Amgen's patents - such as hematide, made by Affymax.

On July 7th, FMS announced it was purchasing APP pharmaceuticals, a key manufacturer of generic injectable oncology drugs. Amgen sells FMS ~ $1 Billion / year in EPO - a key injectable drug whose patents will expire in the next few years. Once EPO goes generic, FMS will probably just make it internally and cut Amgen out.

Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.