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Stock Watch: Biogen, Blood In The Water

The Acquisition Targets Of A Company In Trouble May Not Be Enthusiastic

 
• By Andy Smith

When almost everything that could go wrong has gone wrong at a company, the proposition of it turning acquirer may meet with some resistance from its proposed targets and their investors.

Andy Smith
ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS

The trials and tribulations associated with Biogen, Inc.’s anti-amyloid antibody Aduhelm (aducanumab) have taken the product from a potential blockbuster asset via de minimis sales to a commercial liability. Without Aduhelm’s expected sales, Biogen’s ex-growth product portfolio now leaves it with few strategic options apart from, if press reports are to be believed, a merger or acquisition.

Even before Biogen’s most recent shoe dropped in the Aduhelm saga – the proposed restrictive coverage with evidence by the...

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Stock Watch: Q2 Earnings Blowouts Resume At AstraZeneca And GSK

 
• By Andy Smith

While second-quarter revenue growth bolstered both the UK’s big pharma companies, some of that growth may have been catch-up from the weak first quarter. This resulted in sales of even seasonally weak off-patent products, growing.

Stock Watch: Q2 Sales Growth Sparks Diverging Reactions To J&J And Novartis

 
• By Andy Smith

With drug sector indexes underperforming the broad market in the first half of 2025, investors may have been anticipating tariff-related and other headwinds. But impending loss of exclusivity on key products may be provoking more anxiety at this point.

Stock Watch: Pharma Financial Forecasts Cannot Withstand Headwinds Forever

 
• By Andy Smith

Pharma company financial guidance emerged largely unscathed from a first quarter punctured by a weakening US dollar and threats of import tariffs on drugs. With other pressures either already evident or on the horizon, guidance revisions may be unavoidable.

Stock Watch: US CAR-T And Vaccine Actions: Net Negative For Access

 
• By Andy Smith

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.

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Lilly Confident In Orforglipron Despite Disappointing Phase III Data

 
• By Mandy Jackson

Lilly spent much of its earnings call defending orforglipron as analysts lamented its results in obesity versus Novo’s semaglutide, overshadowing strong Q2 revenue growth driven by existing GLP-1/GIP franchise Mounjaro/Zepbound.

Competition Weighs On Gilead’s CAR-Ts As Both See Sales Decline

 
• By Alaric DeArment

The quarter saw strong growth overall, but the company now expects sales of Yescarta and Tecartus to fall for the full year 2025 versus 2024 thanks to competition.

More Players, Better Pricing, Tough Equity Market: Royalty Deals Go Mainstream

 
• By Manas Mishra

Royalty deals are on track for another blowout year, but it’s not only because of a depressed biotech market. Large investment firms such as KKR are taking note.