Stock Watch: Poxel Passes Go…But To Where?

Japanese Approval Is No Guarantee Of Commercial Success

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.

Stock Watch Image, Andy Smith
ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS

In the past, the regulatory approval of a drug was directly associated with commercial success. But drug pricing issues, different markets’ regulatory requirements and payers’ reimbursement stringency have conspired to weaken that link.

When I worked in a pricing and market access consultancy, I had a slide with a cartoon that showed an athlete passing the finishing line of regulatory approval, only to...

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