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Stock Watch: Poxel Passes Go…But To Where?

Japanese Approval Is No Guarantee Of Commercial Success

 
• By Andy Smith

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...

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Santen Sees Potential In Myopia Market After Ryjunea Approval

 
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But the French major is still keen on early-stage M&A.

More from Scrip

Santen Sees Potential In Myopia Market After Ryjunea Approval

 
• By Kevin Grogan

The low-dose atropine eye drop slowed the progression of pediatric myopia by 30%.

Will Pfizer Walk Away From Arvinas After PROTAC Disappointment?

 
• By Andrew McConaghie

Arvinas and Pfizer have just filed the potential first-in-class protein degrader vepdegestrant, but its diminished commercial prospects after mixed Phase III data mean Pfizer could exit.

Executives On The Move: Three New CEOs And CFOs Among This Week’s Changes

Recent moves in the industry include changes at the top at Mitsubishi Tanabe Pharma and MC2 Therapeutics, plus MindMed acquires chief financial officer from Longboard Pharma.