Latest From Andy Smith
Stock Watch: The Transatlantic Asymmetries Of Generic Drugs
Investors love an opportunity to invest in a recovery play after the disclosure of bad news but, having lived in recent years under a succession of clouds, will generic drug companies begin to see biosimilars resurrect their sales growth?
Stock Watch: Funding Biotech In A Hostile Environment
When the traditional fundraising window closes and clinical, regulatory or commercial success eludes, other routes to raise cash emerge. But these have also become more scarce recently, leaving all-stock consolidations.
Stock Watch: Regeneron’s Constellation of Ophthalmic Competition
The accepted commercial dynamics of a competitive indication in older patients can be disrupted by new entrants with improved profiles, lower priced biosimilar competition and (soon) Medicare price negotiations.
Stock Watch: Pfizer Pushed And Pulled By Pandemic Products
With Pfizer expecting significant pandemic-related sales out to at least 2026, the difficulty forecasting those sales and inventory work-down resulted in stock price volatility.
Stock Watch: Reinforcements Required As Darzalex Carries J&J
Loss of exclusivity and other competitive pressures will continue to offset J&J’s pharmaceutical growth as its former blockbusters accumulate in ex-growth "other" categories. Can the pipeline take up the slack?
Stock Watch: Spanners In The Works For Q4 Results
While the implications of the US Inflation Reduction Act are the focus of the sector’s concern this year, another regulatory development will impact earnings sooner.