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Stock Watch: Core Business Drags As Roche Disappoints And Sanofi Reclassifies
After the volatility of pandemic-related sales, investor and analyst attention turned to pharma’s core businesses. With exclusivity losses weighing on those large components of pharma, Sanofi’s reclassification may bring some unwelcome attention.
Stock Watch: Novartis And The Changing Face Of Big Pharma
The sun shines over a sector with multi-blockbuster products in their prime. But clouds are looming, and highly innovative products that cannot replace the sales shortfalls could lead to a re-rating of the sector’s growth prospects.
Stock Watch: Is Johnson & Johnson Edging Away From Pharma?
J&J’s Medtech division outshone pharma while recently launched innovative products contributed minimally: it is to be hoped investors’ reactions to the first set of big pharma Q1 results will not set the tempo for earnings season.
Stock Watch: Risk And The Pharmaceutical Discount Rate
In contrast to the SEC’s view that public companies’ regulatory filings give investors all the information needed to make an investment decision, the discount rate used to value a company may not reflect all its risks.
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: 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.
Stock Watch: Sanofi And Roche Depress European Pharma Mood
Claiming quarterly wins by expressing sales at constant exchange rates or including one-off tax breaks does not endear companies to investors because they are unpredictable and not reproducible.
Stock Watch: Vaccines, Oncology Frame Q4 Contrasts Between Pfizer And GSK
While attempting to move beyond post-pandemic unfavorable revenue comparisons, other unfavorable comparisons emerged at Pfizer.
Stock Watch: J&J’s Pharmaceuticals Division In The Shade Again
When facing the loss of exclusivity of your biggest product, bold deployments of capital are required to maintain sales growth, not stock buy-backs.
Stock Watch: Too Early To Call The End Of Biotech Wilderness
To emerge from a wilderness period or biotech winter where generalist investors shun the sector, biotech’s good news needs to outweigh the bad and be attractively priced. We may not be there yet.
Stock Watch: Fewer Acquisitions Leave Many Behind
The biotech sector is so diverse that for every acquisition there will be at least one second-best. Even after years of independence following a drug approval, investors keep hoping that their pharmaceutical Prince Charming will arrive.
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