Stockwatch: Winlevi And Aimmune Excitement Will Be Short-Lived
Apparently positive news for two unglamorous indications – acne and allergy – should be balanced against restrictive reimbursement and market fragmentation.
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Since Palforzia likely will be the only peanut allergy drug on market for some time, Nestle announces it will pay about $2.6bn to acquire the 80% of Aimmune it doesn’t own.
Early in 2020, company guidance was that pandemic-related effects would have dissipated in the third quarter. Issues specific to J&J and Roche leave this broad conclusion still up in the air.
Drugs that have failed in clinical studies often come back for another go, making the same mistakes for a new cohort of investors who missed the first failure. The global pandemic is also enabling this for once- or twice-failed drugs.