Senior Analyst Dr. Jason Kantor of Credit Suisse Group recently upgraded The Medicines Company (MDCO) due to its solid portfolio in what is a very specialized pharmaceutical area.
“Medicines Company is a hospital-focused specialty pharmaceutical company. All of this company’s products are designed to be sold into hospitals. This is a very specialized area, and there are only a handful of companies that do this well,” Kantor said.
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Kantor says that recent M&A deals have shown the attractiveness of this space. While Medicines Company is in three primary areas within the hospital —cardiovascular, antibiotics and pain management — Kantor says the antibiotic segment is the one to watch.
“These are the three big pillars of drug use in hospitals. I think in particular the anti-infective franchise is going to get a lot more focus,” Kantor said. “We believe that Medicines Company’s portfolio, not just its lead program but its pipeline in antibiotics, is very solid, and we expect the FDA to continue to be very permissive in terms of bringing new antibiotics to market.”
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