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Andy Smith

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Stock Watch: Pharma Businesses That Leave Consumer Behind

Healthcare conglomerates that divorce consumer, animal health and even generics businesses from their pure-play branded pharmaceutical groups could leave a less diversified and riskier sector in uncertain times. But the advantages are apparent.

Stock Watch Consumer

Stock Watch: Acadia And Amylyx Trial Failures Were No Shock

The overused phrase ‘pipeline in a product’ translates to ‘disappointment in a product’ when the number of indications in the pipeline contracts towards zero.

Stock Watch Clinical Trials

Stock Watch: COVID-19 Casts Long Shadow Over Pharma Sales

Social media-promoted vaccine hesitancy could have been a factor in the dip in established fourth-quarter vaccine sales with younger age groups targeted rather than seniors. Other drug categories may benefit from lifestyle changes prompted by the pandemic.

Stock Watch Sales & Earnings

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.

Pricing Debate Gene Therapy

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 Clinical Trials

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 Sales & Earnings
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