Stock Watch: Drug Safety In The Spotlight

Relaxing CAR-T restrictions may not be an access panacea because of patient fragility and lack of payer incentive. Conversely, the ACIP’s recent recommendation on Thiomersal-containing flu vaccines is probably the thin edge of a more restrictive wedge.

A track record of positive portfolio performance is described as an investment management skill. Taking difficult divestment decisions early, in challenging markets and outperforming benchmarks, are hallmarks of this skill. Syncona and Woodford Patient Capital offer useful case studies.

The number of viable biotech companies exploiting a particular technology should be limited by intellectual property but the number of biotech IPOs exploiting that same technology always seems greater than those with freedom to operate.

Successive annual reductions in European drug prices following the pandemic are affecting the global sales of generic pharmaceutical companies. Additionally, the imposition of US import tariffs may result in generic drug supply becoming unprofitable.