Latest From Andy Smith
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.
Stock Watch: Orphan Drug Profitability Under Threat
The difficulty of finding and retaining patients with orphan diseases translates into higher marketing costs and adds to other restrictions that limit the attractiveness of some orphan drugs. Will the IRA exacerbate matters?
Stock Watch: Pfizer Gets Back To Business As Usual
Sales Of Pfizer’s pandemic products decline as other vaccines are scheduled for a second-half launch but the road back to 2022’s all-time high in annual revenues will not be easy.
Stock Watch: Queasiness After The Humira Banquet
The second week of first-quarter earnings featured AbbVie’s announcement and a harsh stock price reaction. There were also far-reaching implications behind the results.
Stock Watch: Novartis Earnings Get Interesting Boost
A number of facets from last quarter’s earnings season carried over to Novartis’s first-quarter report, including pipeline attrition and the dependence of sales growth on a single product. While new, still minor products are hoped eventually to buffer its patent expiries, help from another corner has emerged.