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Andy Smith

Latest From Andy Smith

Stock Watch: Unnatural Selection In Clinical Trials

Patient selection is held out as the Achilles heel of clinical trial success. But a surprise and fortunate finding in Pfizer’s gene therapy trial has already resulted in tightened recruitment criteria, thanks to genetic analysis.

Stock Watch Clinical Trials

Stock Watch: Summit’s Stock Plummets

What on earth would make a biotech company change the primary endpoint half way through a Phase III program and not discuss it with the FDA? There are at least two scenarios, neither of them good.

Stock Watch Clinical Trials

Stock Watch: Dam Cracks After A Trickle Of Failed Pandemic Products

Many of the many biotech companies that raised money to develop and repurpose their molecules to address the pandemic have started to unwind those efforts. What will this mean for the sector’s valuation?

Coronavirus COVID-19 Research & Development

Stock Watch: Moderna Shares Soar While Pfizer Slides

The stock price performances of the top two coronavirus vaccine producers are inversely correlated to their sales and pipelines. There seems to be an expectation of declining coronavirus vaccine sales for some, but not for others.

Stock Watch Coronavirus COVID-19

Stock Watch: How The Pandemic Impact On Pharma’s Value Chain Is Mutating

From clinical trials to in-person sales calls, the pharmaceutical value chain has been tested by the COVID-19 pandemic, but has held up. Nevertheless, recent friction within this chain may be more than a passing irritation.

Distribution Coronavirus COVID-19

Stock Watch: The Biotech Departure Lane From Europe

It is not only gene therapy companies that have found European payers hard to convince of the value of their products. Amarin’s proposed European pricing may lead to another US company exit.

Pricing Strategies Reimbursement
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