Stockwatch: Politics And Profits May Pollute Pharma’s Pandemic Response
Vaccine Nationalism And Financial Imperatives Generate Friction
Executive Summary
It is hard enough speeding novel vaccines against novel pathogens to global markets whilst balancing profit imperatives with societal benefit. Political interventions have the potential to introduce additional friction.
You may also be interested in...
COVID-19 Vaccine Could Cost As Little As $10 A Dose, Says Janssen
Non-profit approach is reassuring for healthcare payers, but vaccines won’t be ready to stop pandemic at its peak.
Stock Watch: Risk And The Pharmaceutical Discount Rate
In contrast to the SEC’s view that public companies’ regulatory filings give investors all the information needed to make an investment decision, the discount rate used to value a company may not reflect all its risks.
Stock Watch: Pharma Businesses That Leave Consumer Behind
Healthcare conglomerates that divorce consumer, animal health and even generics businesses from their pure-play branded pharmaceutical groups could leave a less diversified and riskier sector in uncertain times. But the advantages are apparent.