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Stock Watch: Advanced Therapies Deliver Fourth-Quarter Flop
As drug pricing continues its ascent among hot button issues, the multi-million-dollar price tags for one-and-done advanced therapies, their justification and reimbursement all remain unaligned.
Stock Watch: Competitive Wrinkles Mar KalVista, Vertex, Ironwood Trial Successes
It is not ideal to miss the emergence of competition that could reduce your market. Even worse is not to find out that your drug is inferior to generic competition until the end of Phase III.
Stock Watch: Oncology Sands Shift At AstraZeneca And Merck
When AstraZeneca closed out big pharma earnings season, its usually dominant therapeutic franchise missed analysts’ expectations. Merck’s, on the other hand, did not disappoint.
Stock Watch: Novo Edges Ahead Of Lilly In GLP-1 Agonist Battle
The sales performances of the GLP-1 agonists dominated the earnings of Novo Nordisk and Lilly, with both stocks hitting 52-week highs after their results. But one moved ahead of the other in an important strategic bottleneck.
Stock Watch: Sanofi And Roche Depress European Pharma Mood
Claiming quarterly wins by expressing sales at constant exchange rates or including one-off tax breaks does not endear companies to investors because they are unpredictable and not reproducible.
Stock Watch: Vaccines, Oncology Frame Q4 Contrasts Between Pfizer And GSK
While attempting to move beyond post-pandemic unfavorable revenue comparisons, other unfavorable comparisons emerged at Pfizer.
Stock Watch: J&J’s Pharmaceuticals Division In The Shade Again
When facing the loss of exclusivity of your biggest product, bold deployments of capital are required to maintain sales growth, not stock buy-backs.
Stock Watch: Too Early To Call The End Of Biotech Wilderness
To emerge from a wilderness period or biotech winter where generalist investors shun the sector, biotech’s good news needs to outweigh the bad and be attractively priced. We may not be there yet.
Stock Watch: Fewer Acquisitions Leave Many Behind
The biotech sector is so diverse that for every acquisition there will be at least one second-best. Even after years of independence following a drug approval, investors keep hoping that their pharmaceutical Prince Charming will arrive.
Stock Watch: Cytokinetics – From Certain Villain To Possible Hero
Investors’ euphoria on Cytokinetics’ positive Phase III study may be tempered by its high debt, pass-through royalties, entrenched competition and the FTC in the terms of any transaction.
Stock Watch: The Deal Flow Before Christmas
A bumper December of licensing transactions and acquisitions involving biotech companies brought the feelgood factor back to the sector. But while big spending in the run-up to Christmas may not dent pharma’s credit cards, it might crimp its investors’ dividends.
Stock Watch: Gene Therapy’s Bittersweet Approvals
There are instances where the FDA approval of an unpartnered drug is the worst outcome for a biotech company. We may have just seen the first such gene therapy example.
Stock Watch: GLP-1 Expectations Dashed
If oral GLP-1 agonists are going to be successful in a wider weight loss indication, lower efficacy may be the trade-off for better tolerability in this bigger and more healthy population.
Stock Watch: Immunity Debt And Vaccine Investment
A rise in childhood pneumonia in China and The Netherlands raised fears of another pandemic but the variety of identified pathogens gave way to the concept of ‘immunity debt’ resulting from the last pandemic.
Stock Watch: Is Oncology Still King?
Big pharmaceutical oncology franchise sales generally grew in the third quarter of 2023, but some were transitioning through loss of exclusivity and others were not being helped by their most innovative therapies.
Stock Watch: Where Novo And Lilly Lead, Others Follow
AstraZeneca is the latest GLP-1 agonist aspirant after Novo’s and Lilly’s recent earnings season successes. Already, a segmentation of potential patients and frantic competition among new GLP-1 agonists and drug combinations are emerging.
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