Stock Watch: The Meaning Of Biosimilar Success

Big Pharma, Generic Or Biotech Firms: Which Will Be The Long-Term Winners?

28 Mar 2022

• By Andy Smith

With two recent divestments of biosimilar franchises and lackluster performances from smaller biosimilar biotechs, the sector needs some standard-bearing successes.

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

The "patent cliff", or drop-off in revenues at innovator pharmaceutical companies when small molecule drugs lose exclusivity, should have been replicated with the commercialization of biosimilar and complex generic drugs. But the years of legal wrangling that often preceded the losses of exclusivity frequently made this transition more of a nursery slope than a cliff. Moreover, the cumulative delays forced some of the early launches into stand-alone new drug or biological license applications. (Also see "Stock Watch: The Complex Biologics Market Is…Complex" - Scrip, 29 March, 2021.)

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Stock Watch: Sanofi, Merck Open Windows Into Geopolitical Risks

29 Apr 2025

• By Andy Smith

First-quarter results season featured tariff talk but without any full-year quantitation. As tariffs and foreign exchange movements bump up against capped drug prices, profitability could suffer.

Stock Watch: Dollar Weakness, Tariffs, Biosimilars In J&J’s Q1 Mix

22 Apr 2025

• By Andy Smith

Announcing increased full-year earnings guidance and another dividend increase, Johnson & Johnson’s stock price weakened, outweighed by concerns about the replacement of Stelara revenues and possible drug import tariffs.

Stock Watch: Disappointing ACC Share Price Reactions For AstraZeneca And Lilly

15 Apr 2025

• By Andy Smith

The end of the American College of Cardiology conference was a prelude to a volatile trading week for most stocks. Even before Liberation Day, reactions to the conference announcements were not encouraging.

Stock Watch: How Tariff Threat Might Boost Pharma Q1

01 Apr 2025

• By Andy Smith

Supply chain disruption fears at the start of the COVID-19 pandemic caused drug over-ordering. Imminent tariffs on drugs may have had a similar effect on pharma sales in Q1 earnings season.

Scrip M&A Podcast: Will FDA Staff Cuts Impact Biopharma Dealmaking?

01 May 2025

• By Joseph Haas

Attorneys Andrew Goodman and Alan Minsk, as well as Naya CEO Daniel Teper, discussed the ramifications of US FDA staff cuts on M&A activity with Scrip senior writer Joseph Haas.