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Andy Smith

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Stock Watch: New Vaccine Battlegrounds

Three new vaccines to prevent RSV infections in seniors and sales trends in pediatric vaccines highlight a shift away from childhood vaccines and a possible age-related immunity deficit.

Stock Watch Vaccines

Stock Watch: The Cost And Risks Of Pharmaceutical Success

Presenting at conferences allows companies to showcase data on new drugs and secure licensing partners, as well as further investment by shareholders. But two presentations at the recent EHA conference had the opposite effect.

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Stock Watch: Thoroughly Moderna Missteps

When life hands a biotech company the equivalent of good grapes, the expectations are for its products to be the equivalent of fine wine. Before that Moderna looks likely to make lemonade.

Stock Watch Coronavirus COVID-19

Stock Watch: Why Have All The Buyouts Gone?

Clinical trial results that readily excite stock market investors are subject to more stringent analysis by big pharma deal-hunters, despite their urgent need for pipeline renewal.

Stock Watch M & A

Stock Watch: All Bayer’s Roads Lead To Unpalatable

Investors reacted quite differently to Bayer’s first-quarter results and those of its licensing partner Regeneron. There are sound reasons for this. It seems unlikely that one will help the other.

Stock Watch Sales & Earnings

Stock Watch: All Bayer’s Roads Lead To Unpalatable

Investors reacted quite differently to Bayer’s first-quarter results and those of its licensing partner Regeneron. There are sound reasons for this. It seems unlikely that one will help the other.

Stock Watch Sales & Earnings
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