Latest From Andy Smith
Stock Watch: Advanced Therapies Deliver Fourth-Quarter Flop
As drug pricing continues its ascent among hot button issues, the multi-million-dollar price tags for one-and-done advanced therapies, their justification and reimbursement all remain unaligned.
Stock Watch: Competitive Wrinkles Mar KalVista, Vertex, Ironwood Trial Successes
It is not ideal to miss the emergence of competition that could reduce your market. Even worse is not to find out that your drug is inferior to generic competition until the end of Phase III.
Stock Watch: Oncology Sands Shift At AstraZeneca And Merck
When AstraZeneca closed out big pharma earnings season, its usually dominant therapeutic franchise missed analysts’ expectations. Merck’s, on the other hand, did not disappoint.
Stock Watch: Novo Edges Ahead Of Lilly In GLP-1 Agonist Battle
The sales performances of the GLP-1 agonists dominated the earnings of Novo Nordisk and Lilly, with both stocks hitting 52-week highs after their results. But one moved ahead of the other in an important strategic bottleneck.
Stock Watch: Sanofi And Roche Depress European Pharma Mood
Claiming quarterly wins by expressing sales at constant exchange rates or including one-off tax breaks does not endear companies to investors because they are unpredictable and not reproducible.
Stock Watch: Vaccines, Oncology Frame Q4 Contrasts Between Pfizer And GSK
While attempting to move beyond post-pandemic unfavorable revenue comparisons, other unfavorable comparisons emerged at Pfizer.