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Stock Watch

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Stock Watch: When Governments Step In

Typically, state intervention in pharmaceuticals is aimed at drug cost control which, if taken to extremes, can border on nationalism.

Stock Watch Advisory Committees

Stock Watch: 2022 Starts Badly For Biotech

A slow start to the year in health care is usually tempered by announcements that build up to investor conference season. However, early 2022’s plethora of negative announcements may continue biotech’s unloved status of 2021.

Stock Watch Clinical Trials

Stock Watch: Bridgebio’s Endpoint A Bridge Too Far

The news desert over the holidays meant that any Phase III clinical study announcement would be closely examined. Unfortunately, BridgeBio’s shock Phase III failure was made worse by elusive explanations.

Stock Watch Research & Development

Stock Watch: The Pandemic Brings Christmas Presents

While the Omicron variant does not bode well for 2022, vaccine boosters and oral antivirals are the products from the pharmaceutical sector that should keep on giving. Even if partisan analysts choose to forget them.

Stock Watch Pricing Debate

Stock Watch: Can Acadia’s Rett Syndrome Drug Succeed?

In a rare disease indication, clinical trial efficacy in Phase III should be the ticket to successful sales. But safety issues warrant careful consideration.

Stock Watch Drug Safety

Stock Watch: Hedging The Effects Of Omicron

As well as hedging investors’ portfolios against the effects of pandemic waves, the stock prices of Pfizer and Merck & Co seem to be negatively correlated to each other, just as their pandemic-related revenues are to their traditional drug sales.

Stock Watch Coronavirus COVID-19

Stock Watch: Drug Safety In The Spotlight

Are three FDA clinical holds in less than four days a symptom of lax safety programs at some biotech companies? And what does the latest publication on Aduhelm say about the relationship between safety and accelerated approval?

Stock Watch Drug Safety

Stock Watch: Big Trouble In Small Biotech

While the stock prices of a few biotech companies have advanced significantly as a result of their pandemic efforts, a broad biotech stock index has underperformed the pharmaceutical index. Why?

Stock Watch Coronavirus COVID-19

Stock Watch: AstraZeneca And Clovis Diverge In Oncology Sales Recovery

AstraZeneca’s controversial switch to for-profit COVID-19 vaccine pricing and the costs of the Alexion acquisition clouded its strength in oncology. Meanwhile, Clovis's tight grip on its marketing purse strings may have hit revenue recovery.

Stock Watch Sales & Earnings

Stock Watch: Ulterior Motives For Talking Down Pfizer

Pfizer’s pandemic-related windfalls might be prompting some investors and analysts to try steering the resulting largesse towards their own favored acquisition candidates.

Stock Watch Coronavirus COVID-19

Stock Watch: Lilly, Third-Quarter Earnings And Receding Pandemic Tides

The comparison of a company’s performance during a windfall period, like one with pandemic-related sales, with a more normal period, can be uncomfortable. Even more so if the underlying business has its weaknesses.

Stock Watch Sales & Earnings

Stock Watch: All Roads Lead Back To Pricing In Biogen And J&J’s Third-Quarter Earnings

Johnson & Johnson’s divisional recoveries were in contrast to the declines of Biogen’s franchises but both companies had a competitive pressure and a drug pricing issue.

Stock Watch Companies
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