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Stock Watch

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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

Stock Watch: Third-Quarter Earnings Season – The New Endemic Normal

With the latest Delta variant wave in the rear-view mirror, vaccine and antiviral sales, and their impact on full-year guidance, are likely to remain the big swing factors in third-quarter earnings season.

Stock Watch Sales & Earnings

Stock Watch: Unnatural Selection In Clinical Trials

Patient selection is held out as the Achilles heel of clinical trial success. But a surprise and fortunate finding in Pfizer’s gene therapy trial has already resulted in tightened recruitment criteria, thanks to genetic analysis.

Stock Watch Clinical Trials

Stock Watch: Summit’s Stock Plummets

What on earth would make a biotech company change the primary endpoint half way through a Phase III program and not discuss it with the FDA? There are at least two scenarios, neither of them good.

Stock Watch Clinical Trials

Stock Watch: Dam Cracks After A Trickle Of Failed Pandemic Products

Many of the many biotech companies that raised money to develop and repurpose their molecules to address the pandemic have started to unwind those efforts. What will this mean for the sector’s valuation?

Coronavirus COVID-19 Research & Development

Stock Watch: Moderna Shares Soar While Pfizer Slides

The stock price performances of the top two coronavirus vaccine producers are inversely correlated to their sales and pipelines. There seems to be an expectation of declining coronavirus vaccine sales for some, but not for others.

Stock Watch Coronavirus COVID-19

Stock Watch: How The Pandemic Impact On Pharma’s Value Chain Is Mutating

From clinical trials to in-person sales calls, the pharmaceutical value chain has been tested by the COVID-19 pandemic, but has held up. Nevertheless, recent friction within this chain may be more than a passing irritation.

Distribution Coronavirus COVID-19
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