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Strategy

Set Alert for Strategy

Orchard Raises Another $150m For Gene Therapy Pot

Having recently got hold of GlaxoSmithKline's gene therapy assets, Orchard has completed another whopping financing which has got observers thinking that an IPO could soon be in the offing.

Financing Rare Diseases

Generic Drug Sector Struggles Even As The Need For Cheaper Drugs Grows

Lower prices for generic drugs in the US are continuing to drag on revenues of drug makers like Teva, Sandoz, Mylan and Endo. Industry leaders say the US market is stabilizing, but price erosion and other negative factors impacted second quarter financials across the sector. Teva is attempting a turnaround and Mylan is exploring strategic alternatives.
Generic Drugs Sales & Earnings

Rough Patch For Lupin, Much Riding On Solosec, Enbrel Biosimilar

An under pressure US business dented Lupin in Q1, with a recovery seen only in the second half of FY19 as new generic products roll out. A ramp-up in on-market products like Solosec in the US and a smooth run to launch for biosimilar Enbrel in Japan and the EU, among other products, could be vital to restore momentum for the Indian firm.

Strategy India

Bye Bye Vernalis And Another Blow For UK Biotech

Vernalis' decision to switch strategy and enter the US cough-cold market backfired spectacularly and acquirer Ligand is getting hold of what once was a jewel in the UK biotech crown for next to nothing.

M & A Commercial

Evotec Sets Empire Building Sights On Infectious Disease Space

As others shun anti-infectives, Evotec is consolidating its position. Through an alliance with Sanofi it is evaluating new anti-infectives in three areas, and expects soon to advance its first candidate therapeutic into the clinic.

 

Infectious Diseases Clinical Trials

Home Gains Buoy Cipla In Q1 But US Momentum Pivotal

A strong run on home turf lifted Cipla in Q1, but US momentum with differentiated launches is what investors are keeping a sharp eye on. A China play in the respiratory space is also on the cards for the Indian firm.
India Commercial

Timing Is Everything As Mereo Still Eyes US Listing

The London-headquartered firm believes that its efficient control of costs and strong data in support of its investigational treatments for rare respiratory, bone and endocrine diseases will attract investors across the Atlantic once it decides to refile for a listing on the Nasdaq.

Strategy Financing

Nucala Among Flurry Of New Respiratory Products On Indian Horizon

Novel asthma/COPD drugs, including GlaxoSmithKline’s biologic therapy Nucala, are on the horizon in India, set to expand treatment options in the competitive segment. But pricing is expected to be key in pushing uptake, and health care delivery in asthma/COPD in India remains rather sub-optimal, notwithstanding the interest around new launches.

Commercial Strategy

New CFO Mackay Completes Top Table At GSK

CEO Emma Walmsley’s plans to transform the leadership at GSK have advanced again with the appointment of HSBC's Iain Mackay as the firm's new chief financial officer.

Leadership Strategy
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