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Andy Smith

Latest From Andy Smith

NASH Backlash: Intercept Delay Raises Questions

A complete response letter from the FDA in June knocked Intercept’s stock price down to 2014 levels, but perhaps the regulator is sending wider messages about NASH.

Liver & Hepatic Business Strategies

Stockwatch: Intercepting The Falling Knives Of NASH

A complete response letter from the FDA knocked Intercept’s stock price for six, but perhaps the FDA is sending wider messages about NASH.

Complete Response Letters Research and Development Strategies

Stockwatch: Age And Outcome Duration Cloud Innovative Therapy Reimbursement

Gene and cellular therapies that can replace decades of expensive therapy do not come cheap. Even the initial remedy of payment by installments could be irrelevant when not all patients respond in the same way.

Gene Therapy Reimbursement

Stockwatch: MonarchE And Tug-Of-War Drug Development

With Lilly, Pfizer and Novartis duking it out for early-stage breast cancer patients, how many drugs for the same indication is too many?

Stockwatch Research and Development Strategies

Stockwatch: Antibodies And Coronavirus – It’s Complicated

The use of antibodies in disease prevention and treatment is now ingrained in modern medicine but as antiviral agents their record is at best patchy and the reliance on them to treat or prevent coronavirus infections is perhaps premature.

Coronavirus COVID-19 Stockwatch

Stockwatch: Runners And Riders In The Coronavirus Stakes

With so many companies developing treatments and vaccines against coronavirus, and most other affected by the pandemic, they can’t all be winners.

Coronavirus COVID-19 Stockwatch
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