Stock Watch: How The Pandemic Impact On Pharma’s Value Chain Is Mutating
Emerging Challenges Threaten Manufacturing, Supply And Regulatory Decision-Making
From clinical trials to in-person sales calls, the pharmaceutical value chain has been tested by the COVID-19 pandemic, but has held up. Nevertheless, recent friction within this chain may be more than a passing irritation.
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What on earth would make a biotech company change the primary endpoint half way through a Phase III program and not discuss it with the FDA? There are at least two scenarios, neither of them good.
Many of the many biotech companies that raised money to develop and repurpose their molecules to address the pandemic have started to unwind those efforts. What will this mean for the sector’s valuation?