Mehta Analysis: How Buffett And Friends Can Succeed, And How Pharma Would Be Affected
• By Viren Mehta
How Warren Buffett's company Berkshire Hathaway, Amazon and JPMorgan will address the challenge of creating affordable, quality healthcare for their employees in the US is far from clear, but they are intent on trying. Viren Mehta, founding partner of Mehta Partners LLC, considers what approach they might take to succeed where others have failed, and how such a course would impact on the pharma sector.
Could new partnership finally signal a gear shift in US healthcare machinery? • Source: Shutterstock
“Prices Will Come Down Substantially. Watch.” This is the president of the US talking about drug prices during his State of the Union Message to the US Congress!
The New Year is already full of intrigue, and we're only a few weeks into 2018. The last week of...
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Pharma firms tended to downplay first-quarter trends in full-year guidance. However, raised guidance seems fragile amid ongoing foreign exchange effects and Medicare Part D redesign pressures.
Lupin CEO Vinita Gupta speaks on Trump’s most favored nation policy, the Inflation Reduction Act’s “pill penalty” and other developments in the US, a major market for the company. The company also outlines a five-year plan focused on complex generics and technology platforms.
In this week's episode: Sanofi’s Blueprint buy; AstraZeneca’s breast cancer resistance results at ASCO; BMS and BioNTech’s big bispecific deal; Kymera’s Dupixent in a pill; and Degron’s CEO on pipeline and strategy.
LTZ Therapeutics and Beijing Sungen Biomedical are among the Chinese biotechs raising new funding, of around $40m each, based on their clinical assets with novel mechanisms of action. While fundings have risen, they remain moderate however.
