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Stock Watch

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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: Paradoxical Q1 Earnings Reactions

Falling sales are not typically welcomed by investors, while good revenue growth is prized. The first-quarter earnings season provided exceptions to this rule, and then there was Amgen.

Stock Watch Commercial

Stock Watch: The Sun Shines On AstraZeneca And GSK

Investors warmed to the results of both GSK and AstraZeneca, where pressures that had emerged for competitors earlier in first-quarter earnings season were not as impactful.

Stock Watch Sales & Earnings

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 Sales & Earnings

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 Sales & Earnings

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 Sales & Earnings

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 Business Strategies

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 Consumer

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 Clinical Trials

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 Sales & Earnings

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.

Pricing Debate Gene Therapy

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 Clinical Trials

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 Sales & Earnings

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 Sales & Earnings

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 Sales & Earnings
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