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Stock Watch: Exploring Biotech’s Route Through Bubble And Wilderness
Biotech has always been a volatile sector, and it is important for investors to recognize the phases its stocks go through. In particular, the journey through the post-bubble wilderness can be a protracted affair.

Stock Watch: Biopharma Caught In US Government Anti-Bundling Drive
Medicare price renegotiation and the FTC’s scrutiny of biopharma acquisitions have suppressed sector stock prices. But the sector may not be the actual target.

Stock Watch: Pharmaceutical Succession
GLP-1 agonists are creating a stir in obesity management and could possibly prevent non-alcoholic fatty liver disease, with implications for developers of NAFLD treatments. Similarly, another preventative intervention might succeed the treatments for Alzheimer’s disease.

Stock Watch: CSL Takes Knocks Punching Above Its Weight
CSL’s evolution from plasma fractioneer to biotech has reached the extent of an approved gene therapy just as gene therapy commercialization faces challenges. Meanwhile, in the post-pandemic inflationary environment, CSL’s margins in its biggest blood products division are impacted by increased donor fees and higher labor costs.

Stock Watch: Lilly And Novo Provide An Earnings Season Crescendo
The commercial and clinical successes of Lilly and Novo's respective GLP-1 receptor agonists provided an explosive finale to the second-quarter earnings season but also raised questions on reimbursement.

Stock Watch: Pharma And Anti-Pharma
While not direct competitors in all therapeutic areas, Pfizer’s and Merck’s sales offered some stark contrasts in the second quarter.

Stock Watch: Back To Pharma Basics
The pandemic distorted much in drug and diagnostic companies’ quarterly financial reports, but that time is over and investors now applaud organic revenue growth.

Stock Watch: Johnson & Johnson’s Q2 Helps Pharma Sentiment
Pharmaceutical stocks have underperformed in the year to date, but J&J, Novartis and GSK may have started to turn the worm.

Stock Watch: Q2 Earnings Shelter Novartis From Recent Storms
Novartis’s positive start to second-quarter earnings season also made more acute the potential impact of the recent invalidation of the patent on its biggest product.

Stock Watch: Sanofi’s Vaccine Gap-Filling Aspirations
Phase II studies of vaccines involve more variables than for drugs and these can be compounded by seasonality. This can make the time until vaccine approval longer than would be expected for drugs.

Stock Watch: Lilly’s Emgality Trod A Well-Beaten Path To Clinical Failure
The outcome of any clinical study is uncertain but the choice of active comparator and sometimes even the placebo arm can magnify unpredictability. Emgality’s recent head-to-head failure in migraine is just the latest in a long list of casualties.

Stock Watch: Why Pharma Should Care About UnitedHealth’s Woes
Hospital procedures are rebounding following the pandemic and the US population is aging. But what sounds like good news for pharma is curbed by the risk of Medicare insolvency, and suing the government cannot solve that.

Stock Watch: Intellia Edits Out The Competition
Exciting early results in gene editing contrast with issues around traditional gene therapies, including non-responders, safety and questions over the duration of efficacy.

Stock Watch: Merck & Co’s Anti-IRA Litigation Is A Risky Gambit
There are many new pressures on biopharmaceutical profitability but will Merck & Co’s attempt to reverse the drug pricing aspects of the Inflation Reduction Act just divert costs to patients?

Stock Watch: How To Avoid Blockbuster Loss Of Exclusivity Bringing Your Company Down
What is the difference between companies with franchises that rise and then fall into obscurity, and those that keep on rising even after loss of exclusivity?

Stock Watch: Defeat Is The Mother Of Reinvention
Companies that are successful do not need to change their name, therapeutic area or product focus.
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