Latest From Andy Smith
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: 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: 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.