Stock Watch: Protocol Changes Preface Poor Trial Outcomes
Few If Any Changes To Clinical Trials Are Good
It takes a lot of negotiation with regulators, advisory boards, and alignment between commercial and portfolio management teams to define and agree a clinical trial protocol. Why on earth would companies change it once a study is underway?
You may also be interested in...
Clinical trials across the board are being impacted by coronavirus and Syncona, the investment powerhouse behind a number of UK cell and gene therapy biotechs, says that its portfolio companies are facing considerable delays.
The British legal system, respected and emulated around the world, is an adversarial one where the defence and the prosecution face off in a battle of words. I am starting to think that the battle for investors' money is also adversarial with the companies putting out statements that should be interrogated and challenged. When these statements aren't challenged, investors can become the collateral damage.
Roche’s stock price has underperformed in the last nine months in spite of a natural hedge on the strong US dollar that has troubled most other profitable pharma companies. Has Roche become a value stock?