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Silver Linings: COVID-19 Creates Investment Bubble, Golden R&D Era

Big Pharma Needs To Think Small

 
• By Vibha Ravi

A choice asset in the middle of a pandemic, pharma companies could see the investment bubble burst once normalcy is on the horizon. But interest will continue in innovators, rather than big pharma specifically, predicts an expert panel featuring Biogen's chairman, a former Sanofi CEO and an ex-NIH director.

Golden eggs
Pharma Is The Goose Laying Golden Eggs At The Moment • Source: Shutterstock

As the dollars from government agencies, venture capital firms and stock markets pour in to pharma companies working to find a cure or prophylactic against COVID-19, industry participants are beginning to wonder how long the gold rush will last.

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Arcturus and CSL Take on Pfizer With Longer-Lasting COVID Vaccine

 
• By Kevin Grogan

Kostaive is the first self-amplifying mRNA COVID-19 vaccine to receive approval from the European Commission and could provide serious competition to Pfizer/BioNTech's Comirnaty and Moderna's Spikevax.

Under-Pressure Moderna Banks $590m To Speed Up Bird Flu Vaccine

 
• By Kevin Grogan

A week after a downbeat forecast at J.P. Morgan Healthcare Conference, the US mRNA specialist has pocketed another sizeable sum from the US Department of Health and Human Services to accelerate development of an H5N1 mRNA pandemic influenza vaccine.

Stock Watch: Q3, Bonfire Of The Vaccine Manufacturers

 
• By Andy Smith

Pfizer’s and Moderna’s quarterly pandemic-related product sales could not mask other weaknesses while GSK’s quarter was marred by unimpressive non-pandemic vaccines sales.

Meiji Considers Legal Action Amid Japan Misinformation On Kostaive Vaccine

 
• By Lisa Takagi

Japanese distributor Meiji Seika Pharma is considering possible legal action against what it views as online slander around COVID-19 vaccine Kostaive, which received its global-first approval in Japan last year and has now been launched for regular vaccination in the country.

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Executives On The Move: Nine CEOs, Six CMOs And Three CFOs Among This Week’s Changes

Recent moves in the industry include changes at the top at Novo Nordisk and Takeda, plus Nxera Pharma nabs chief commercial officer from AstraZeneca.

Will China’s Retaliatory Tariffs Galvanize Manufacturing Onshoring?

 
• By Dexter Jie Yan

China’s imposed large retaliatory tariffs on US pharmaceuticals on 10 April, but some domestic firms with in-licensed, US-origin assets were already moving to localized manufacturing.

Compounding Unlikely To Solve GLP-1 Affordable Access Issues

 
• By Alaric DeArment

The end of semaglutide and tirzepatide shortages means large-scale compounding is declining, ICER noted. But compounded versions – and the demand for them – are likely here to stay.