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Andy Smith

Latest From Andy Smith

Stockwatch: Can Gilead Wave Its Wand Over Antibody-Drug Conjugates?

After a slow start marked by product withdrawals and toxicity, recent deal-making activity has brought antibody-drug conjugates back from obscurity. But what has changed?

Platform Technologies M & A

Stockwatch: Is Mallinckrodt Deep Value Pharma?

The pandemic has affected generic pharmaceutical companies more than their branded brethren but accident-prone Mallinckrodt has been hit harder than most.

Generic Drugs Companies

Stockwatch: Winlevi And Aimmune Excitement Will Be Short-Lived

Apparently positive news for two unglamorous indications – acne and allergy – should be balanced against restrictive reimbursement and market fragmentation.

Stockwatch M & A

Stockwatch: The Fall, Rise And Challenges Of Seres' Microbiome Therapy

The public biotech’s first foray into the microbiome started well, but a clinical trial failure followed by a success has now left Seres with both regulatory and commercial issues.

Companies Regulation

Stockwatch: Teva, Mylan And The Pandemic – Should Have Done Better

The notoriously thin margins of generic drug manufacturers, over-leveraging and pending legal cases should have been subordinated by the continuing needs for generic drugs during lockdowns.

Generic Drugs Companies

Stockwatch: Takeaways And Ironies From Pandemic Lockdowns

Lilly’s diabetes and oncology franchises epitomize the effects of the pandemic on pharmaceutical sales. For much smaller companies, these effects were magnified.

Stockwatch Sales & Earnings
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