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Stock Watch

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Stock Watch: Swelling Obesity Sales Boost Post-Pandemic Diabetes Drug Growth

The evolution of new drugs to treat diabetes has enabled some diabetes franchises to shrug off biosimilar competition to insulins. But is some of the growth of therapies for diabetes and obesity a result of the pandemic?

Stock Watch Sales & Earnings

Stock Watch: Beware The Halo Effect Of Biopharma Leaders

Some entrepreneurs combine talent and experience to produce multiple profitable exits for investors. But there are many who do not, and past success is indeed no guarantee of future performance.

Stock Watch Leadership

Stock Watch: AstraZeneca’s Third-Quarter Crescendo

In a third-quarter earnings report that was difficult to fault AstraZeneca left big pharma earnings season on a high note. But raised full-year guidance depends on Evusheld sales and maybe China.

Stock Watch Sales & Earnings

Stock Watch: The Pandemic Still Permeates Through Q3 Earnings

While big tech is suffering from a return to normality after the pandemic, big pharma always had a recovery in its base business to return to. But after the third-quarter earnings season, it seems both base and pandemic pharmaceutical businesses are still co-existing for now.

Stock Watch Commercial

Stock Watch: Merck And Pfizer Reclaim Pharmaceutical Defensiveness

Merck grew sales, increased financial guidance and beat analysts’ expectations, noting a base business recovery from the pandemic. Pfizer increased guidance and beat expectations for different reasons.

Stock Watch Sales & Earnings

Stock Watch: Why Novartis’s Q3 Misses Matter

Novartis’s use of the phrase “incident population” should have sent shock waves through companies developing gene and cellular therapies. Instead, like the stock price reaction to its lower revenues, the response was demure.

Stock Watch Sales & Earnings

Stock Watch: Roche’s Long Shot Over Its Patent Cliff

The pharmaceutical sector has historically provided generalist fund managers with a defensive tilt to offset their more cyclical exposures. But the opening announcements of third-quarter earnings season may show this counterbalance is under threat.

Stock Watch Companies

Stock Watch: Will Static Pricing And Rising Inflation Compress Pharmaceutical Margins?

Generic pharmaceutical margins are notoriously thin while pricing is limited by intense competition. What happens to margins when raw material and energy pressures rise?

Stock Watch Generic Drugs

Stock Watch: Different Regulators Bare Their Teeth At Biotech

When the sector worries about regulation it is usually about drug development and registration. But governments also regulate on monopolistic positions in life sciences. Adding to that, national security enforcement is now rising.

Stock Watch M & A

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
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