Stock Watch: Unconventional Biosimilar Wisdom
Don't Assume The US Is Easier For Innovator Product Defenders
Executive Summary
Conventional wisdom from the first biosimilar launches was that the European market that was far tougher on innovator products than was the US. More recent data suggest that things may play out differently in the long run.
You may also be interested in...
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.
Stock Watch: Acadia And Amylyx Trial Failures Were No Shock
The overused phrase ‘pipeline in a product’ translates to ‘disappointment in a product’ when the number of indications in the pipeline contracts towards zero.