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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: 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: 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: 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: 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: 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: 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: Rare Diseases Beget Rare Profitability
Do rare disease drugs with tiny patient populations lie outside the profitability continuum that runs from small-molecule primary care products to specialist biologics?

Stock Watch: Cancer Combination Therapies Face Rising Bar
Improving efficacy by combining drugs has been a mainstay of cancer therapy but adding new targeted drugs together based on very early-stage data is not working out, especially when one of the drugs is barely active on its own.

Stock Watch: Academia’s Undiscovered Drug Developments
It is easy for university researchers to criticize the pharmaceutical sector’s R&D productivity when they ignore the contributions of all the drugs that have been approved, and all those that have been rejected.

Stock Watch: Biotech’s Commercial Laggards Drag On Sector
Some commercial-stage biotechnology companies blame the pandemic for their declining sales and continued losses. While an acquisition by a bigger company might once have been an aspiration, further fundraisings seem to be the more likely outcome.

Stock Watch: One Acquisition Does Not Make A Biotech M&A Boom
Another blow-out quarter from Pfizer provided the impetus for an acquisition. But the history of recent commercial-stage biotech transactions and the risky nature of all early-stage companies suggest that the floodgates will not burst open.
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