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Andy Smith

Latest From Andy Smith

Stockwatch: Full-Year 2020 Guidance Separates Novartis And Roche

Pandemic-related clinic closures and safety issues forced Novartis to trim its guidance slightly. But Roche, faced with more severe pandemic and biosimilar pressures, left January’s guidance unchanged.

Sales & Earnings Stockwatch

Stockwatch: The Not-As-Bad-As-Expected Opera Of Johnson & Johnson’s Q2 Earnings

With something for everyone in Johnson & Johnson’s second-quarter earnings report, a nudge upwards for full-year guidance could not disguise the jump down from January’s pre-pandemic expectations.

Sales & Earnings Coronavirus COVID-19

Stockwatch: Will Coronavirus Drug Developments Rescue The Sector’s Pricing Reputation?

Can the development of coronavirus vaccines and therapeutics reverse the demonization of the pharmaceutical sector brought about by drug price increases?

Coronavirus COVID-19 Pricing Debate

NASH Backlash: Intercept Delay Raises Questions

A complete response letter from the FDA in June knocked Intercept’s stock price down to 2014 levels, but perhaps the regulator is sending wider messages about NASH.

Liver & Hepatic Business Strategies

Stockwatch: Intercepting The Falling Knives Of NASH

A complete response letter from the FDA knocked Intercept’s stock price for six, but perhaps the FDA is sending wider messages about NASH.

Complete Response Letters Research and Development Strategies

Stockwatch: Age And Outcome Duration Cloud Innovative Therapy Reimbursement

Gene and cellular therapies that can replace decades of expensive therapy do not come cheap. Even the initial remedy of payment by installments could be irrelevant when not all patients respond in the same way.

Gene Therapy Reimbursement
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