The top 10 biggest share price winners and losers in Q1 from Evaluate show the investor frenzy for obesity drugs continues, while companies with governance doubts see shareholders retreat.

Argenx has aggressive market expansion plans for Vyvgart. It also has several late-stage challengers in what is becoming a dynamic market.

Plus alliances involving Formosa/Cristalia, Renalys/Travere, Astellas/Vivtex, Zydus/Synthon, AFT/Hyloris and Astellas/Mass General Brigham hospital.

Looking ahead on manufacturing and supply-related issues in 2024, respondents told Scrip to expect companies to bring their supply chains closer to home, improvements for delivery of cell and gene therapies, a focus by contract manufacturers and developers on sustainability and continued emphasis on access to critical drugs.