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Stock Watch: The Transatlantic Asymmetries Of Generic Drugs
Investors love an opportunity to invest in a recovery play after the disclosure of bad news but, having lived in recent years under a succession of clouds, will generic drug companies begin to see biosimilars resurrect their sales growth?

Stock Watch: Funding Biotech In A Hostile Environment
When the traditional fundraising window closes and clinical, regulatory or commercial success eludes, other routes to raise cash emerge. But these have also become more scarce recently, leaving all-stock consolidations.

Stock Watch: Regeneron’s Constellation of Ophthalmic Competition
The accepted commercial dynamics of a competitive indication in older patients can be disrupted by new entrants with improved profiles, lower priced biosimilar competition and (soon) Medicare price negotiations.

Stock Watch: Pfizer Pushed And Pulled By Pandemic Products
With Pfizer expecting significant pandemic-related sales out to at least 2026, the difficulty forecasting those sales and inventory work-down resulted in stock price volatility.

Stock Watch: Reinforcements Required As Darzalex Carries J&J
Loss of exclusivity and other competitive pressures will continue to offset J&J’s pharmaceutical growth as its former blockbusters accumulate in ex-growth "other" categories. Can the pipeline take up the slack?

Stock Watch: Spanners In The Works For Q4 Results
While the implications of the US Inflation Reduction Act are the focus of the sector’s concern this year, another regulatory development will impact earnings sooner.

Stock Watch: Tales Of Stock Price Overreactions
Two clinical trial announcements in the same NASH indication separated by almost nine years had very similar stock price reactions despite the known unknowns of NASH remaining unknown.

Stock Watch: Post-Pandemic Drug Commercialization Shifts
Emerging from the pandemic after nearly three years, therapy areas and drug classes are traveling at different speeds.

Stock Watch: Filling In The Blanks In Clinical Trial Result Announcements
If a clinical trial is positive, with safety and efficacy that trounces the competition, why be coy about the details?

Stock Watch: A Word To Those Considering Unwrapping Clinical Trials Early
Halfway through a race, adding more athletes, taking out some hurdles and extending the distance until the finish would be unsporting in track and field. But not in clinical trials.

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: 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.
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