Latest From Andy Smith
Loss of exclusivity and other competitive pressures will continue to offset J&J’s pharmaceutical growth as its former blockbusters accumulate in ex-growth "other" categories. Can the pipeline take up the slack?
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?