Stock Watch: Where Novo And Lilly Lead, Others Follow

AstraZeneca Resurrects Its Metabolic Franchise

AstraZeneca is the latest GLP-1 agonist aspirant after Novo’s and Lilly’s recent earnings season successes. Already, a segmentation of potential patients and frantic competition among new GLP-1 agonists and drug combinations are emerging.

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

Novo Nordisk A/Sand Eli Lilly and Company reported their third-quarter results on the same day, bringing broad satisfaction to their investors. Meanwhile, imitators and potential successors have been lining up for some time.

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Moderna Punts On US Vaccine Policy Changes, Will Focus More On Cancer

 
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On its Q1 earnings call, Moderna avoided criticizing policy changes affecting vaccines but de-emphasized its flu/COVID-19 vaccine for under-50 and prioritized cancer programs.

Zepbound Grows, But CVS/Novo Nordisk Deal For Wegovy Casts Shadow

 

Lilly executives told the company’s Q1 call they were not surprised at the Wegovy deal, but some analysts said it could cut into prescription growth for Zepbound.

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

 
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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.