Stock Watch: The Competition Has It
An Existing Standard Of Care Provides A High Barrier To Late-Comers
Executive Summary
Apart from assuming that its new drug will always be a blockbuster, the other common mistake made by biotech companies and investors is that there will invariably be a viable market for its drug. The competition will have other ideas.
You may also be interested in...
Stock Watch: Amarin And Esperion Cut Sales And Marketing Costs
Unlike big pharma, some small commercial companies cut sales and marketing costs in 2021. But with a little imagination, it could go further.
Stock Watch: Digging Holes And Clutching At Straws In Biotech R&D
Biotech CEOs often express surprise when the FDA rejects their drugs. But collaborative interactions between regulators and drug sponsors count for little if the latter fail to adjust their clinical and regulatory efforts accordingly.
Stock Watch: The Swings And Roundabouts Of KRAS Inhibitor Competition
The era of follow-on medicinal chemistry has largely been eliminated by more comprehensive patent protection. Nowadays, investors trade on the differences in safety and efficacy for similar molecules.