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Stock Watch

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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 Complete Response Letters

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.

Stock Watch Clinical Trials

Stock Watch: Wrap Up For The Biotech Winter

A drastic risk-off pullback in the public market can close an IPO window while private biotechs aspiring for either a public debut or an acquisition by big pharma may be stymied by their stale valuations.

Stock Watch M & A

Stock Watch: Binary Second-Quarter Oncology And COVID-19 Trends

Oncology drug sales plummeted during the pandemic leading to a backlog of untreated patients that lingered even after the impact of COVID-19 drugs. While Q2 reports suggest this cancer backlog is now being addressed, the contrasting fates of vaccines and treatments for SARS-CoV-2 are actually turning out to be opaquer than expected. 

Stock Watch Commercial

Stock Watch: Alnylam’s Date With The Competition

When a loss-making rare disease biotech company’s product takes on Pfizer in the same indication but without the benefit of superior data, pharmaceutical marketing lessons will be learnt.

Stock Watch Companies

Stock Watch: Pfizer’s Second-Quarter Pandemic And Base Businesses Diverge

Pfizer recorded the largest quarterly sales in its history as its COVID-19 franchise easily outweighed the currency issues that are challenging other companies. But expectations for a quick end to the pandemic have wiped these gains from Pfizer’s stock price.

Stock Watch Companies

Stock Watch: Robust Diagnostics And Biosimilar Erosion Vie In Roche’s Q2

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?

Stock Watch Sales & Earnings

Stock Watch: Contrasting Novartis And J&J Stock Movements Defy Explanation

Among equity investors there is concern about the impact of macroeconomic headwinds on second-quarter earnings. The first two big life sciences companies’ reports did nothing to alleviate those concerns.

Stock Watch Sales & Earnings

Stock Watch: Getting Real About Antibody-Drug Conjugates’ Potential

Antibody-drug conjugates have come a long way in two decades but pricing, defined target expression levels, toxicity and possibly the competition may defuse recent fireworks.

Stock Watch Clinical Trials

Stock Watch: Debt And Biotech Do Not Mix

Even with higher interest rates, some debt on the balance sheets of profitable biotechs is healthy. However, among loss-making biotechs and in the current environment, raising new debt has unhealthy connotations.

Stock Watch Financing

Stock Watch: The Stubborn Hurdle Of Chronic Hepatitis B

Most of the money raised by biotech companies to address chronic hepatitis B has resulted in failed programs. But wait, a glimmer of light from yonder pharma breaks.

Stock Watch Vaccines

Stock Watch: Protocol Changes Preface Poor Trial Outcomes

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?

Stock Watch Clinical Trials
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