Latest From Andy Smith
While the implications of the US Inflation Reduction Act are the focus of the sector’s concern this year, another regulatory development will impact earnings sooner.
Timing big M&A transactions to coincide with the biggest investor conference of the year is difficult. But getting it right can boost stocks across the sector.
Two clinical trial announcements in the same NASH indication separated by almost nine years had very similar stock price reactions despite the known unknowns of NASH remaining unknown.
Emerging from the pandemic after nearly three years, therapy areas and drug classes are traveling at different speeds.
If a clinical trial is positive, with safety and efficacy that trounces the competition, why be coy about the details?
Halfway through a race, adding more athletes, taking out some hurdles and extending the distance until the finish would be unsporting in track and field. But not in clinical trials.