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Andy Smith

Latest From Andy Smith

Stock Watch: Investors Reward Those Who Raise Their Guidance

Oncology diagnoses and therefore revenues are returning as we emerge from the pandemic, but the recovery also brings the challenges of reduced diagnostic and eventually vaccine revenues.

Sales & Earnings Stock Watch

Stock Watch: Poxel Passes Go…But To Where?

Poxel’s shift to new therapeutic areas may be necessary despite Japan’s approval for its diabetes drug. Twymeeg looks set to be hamstrung by placebo-controlled studies without outcomes data.

Approvals Commercial

Stock Watch: Why Have Biotech Acquisitions Paused?

The subdued number of acquisitions of biotech by big pharma has more than one cause. The structural improvement of the process of drug discovery and development at big pharma is the main one.

M & A Stock Watch

Stock Watch: Not So Fast, Gene Editors

Intellia’s announcement of the first in vitro gene editing proof of principle sent shockwaves through the life science investment space. But are there still many known unknowns.

Stock Watch Research & Development

Stock Watch: Gaming The US Health Care System

The pharmaceutical sector is often unfairly demonized in the drug pricing debate. Other participants exploit the complex US health care system almost with impunity.

Healthcare Systems Pricing Debate

Stock Watch: A Short History Of Placebo Approvals

Biogen’s recent contentious approval put the cat amongst the pigeons in the debate on surrogate markers as a basis for accelerated approval. The history of such approvals goes back to the last century.

Approvals Commercial
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