-
Jan 10, 2025 | 
insights.citeline.com | Andy Smith
Stock Watch: Blockbuster Promise? Buyer Beware? Are Drugs With $1bn In Annual Sales A Threatened Species? 10 Jan 2025 • By Andy Smith Big pharma is under pressure to find the next big thing, and new launches bring high hopes. But focusing on the number of new drugs approved each year may mislead on the sector’s success if profitability and significant sales elude a majority. ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS
-
Jan 7, 2025 | 
insights.citeline.com | Andrew McConaghie |Edwin Elmhirst |Jessica Merrill |Andy Smith
In Vivo's latest Outlook magazine is live! Visit the microsite to download the report. Just a handful of big pharma approvals of 2024 are tipped to be multi-billion dollar blockbusters. Even though it is still early days for these drugs, the pull of M&A is looking increasingly strong for big pharma as more smaller firms go it alone.
-
Jan 7, 2025 | 
insights.citeline.com | Andy Smith
Stock Watch: Biotech Investors Bid Good Riddance To 2024Almost Everything That Could Go Wrong Did For Some Biotechs07 Jan 2025 • By Andy Smith From gene therapies to small molecule drugs, investors seemed to have eschewed the risks of biotech company investment propositions in 2024 but last year’s disappointments provided good lessons going forward. ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS
-
Dec 30, 2024 | 
insights.citeline.com | Andy Smith
Stock Watch: Pfizer And Novo Nordisk Deliver Christmas Gifts Both Welcome And UnwantedEither Way, Investors Hate Surprises30 Dec 2024 • By Andy Smith While Pfizer’s analysts’ meeting cheered its investors with clear guidance, Novo Nordisk presented disappointing obesity data. The true value of CagriSema cannot be estimated without more information, however. ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS
-
Dec 17, 2024 | 
insights.citeline.com | Andy Smith
Stock Watch: A Biotech Holiday Horror StoryUnlike In Christmas Movies, Companies Can Have Unhappy Endings17 Dec 2024 • By Andy Smith Cyclacel’s long demise as a therapeutic oncology biotech company followed a parade of red flags over nearly 25 years. Only one should have been needed to dissuade investors. ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS
-
Dec 10, 2024 | 
insights.citeline.com | Andy Smith
Stock Watch: US Election Brings More Cons Than Pros For Life SciencesBiotech Initially Outperforms Pharma, But Both Eventually Succumb10 Dec 2024 • By Andy Smith The US election result brought stock market volatility especially to pharma and biotech companies but the poster children for approved GLP-1 agonists and vaccines were initially the hardest hit. ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS
-
Dec 3, 2024 | 
insights.citeline.com | Andy Smith
Stock Watch: AHA Conference DisappointmentsThe Objective Of Announcements Is Usually For Stock Price Appreciation03 Dec 2024 • By Andy Smith Presenting data or announcing a licensing transaction at an appropriately themed conference would normally be expected to be viewed favorably by investors. This is not always the case, however. ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS
-
Nov 29, 2024 | 
insights.citeline.com | Andy Smith
Stock Watch: Should A Biotech’s First Product Be Out-Licensed Or Self-Marketed? The Binary Biotech Business Development Decision09 Mar 2021 • By Andy SmithThe licensing or self-commercialization decision can be important for the success of a biotech company, but do other more fundamental factors concerning the drug dictate a company’s success? ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS
-
Nov 27, 2024 | 
insights.citeline.com | Andy Smith
Stock Watch: The Deal Flow Before ChristmasA Last-Minute Blizzard Of Transactions Boosted Biotech02 Jan 2024 • By Andy SmithA bumper December of licensing transactions and acquisitions involving biotech companies brought the feelgood factor back to the sector. But while big spending in the run-up to Christmas may not dent pharma’s credit cards, it might crimp its investors’ dividends. ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS
-
Nov 26, 2024 | 
insights.citeline.com | Andy Smith
Stock Watch: Investors Baulk At AstraZeneca And Bayer Q3 UpdatesChina, Generic Competition And Future Profitability Drag On Sentiment26 Nov 2024 • By Andy Smith The end of third-quarter earnings season for big pharma brought a muted investor response to AstraZeneca’s results, but a Bayer’s announcement served as a reminder that there is always someone worse off. ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS
