1. Scrip
  2. >>Business
  3. >>Stock Watch

Stock Watch: The Cost And Risks Of Pharmaceutical Success

EHA Was Uncomfortable Platform For Gilead And IN8bio

 
• By Andy Smith

Presenting at conferences allows companies to showcase data on new drugs and secure licensing partners, as well as further investment by shareholders. But two presentations at the recent EHA conference had the opposite effect.

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

Biotech and pharma companies invest significant resources in the presentation and promotion of their data at medical conferences. This is because wider appreciation of their promising experimental drugs should bring collaborations with bigger partners and interest from investors. However, for two companies the recent European Hematology Association (EHA) conference was the equivalent of an ‘anti-conference’ where their data presentations would have deterred investor and partnering interest.

Read the full article – start your free trial today!

Join thousands of industry professionals who rely on Scrip for daily insights

  • Start your 7-day free trial
  • Explore trusted news, analysis, and insights
  • Access comprehensive global coverage
  • Enjoy instant access – no credit card required
Start Free Trial

Already a subscriber?

More from Stock Watch

Stock Watch: Sanofi, Merck Open Windows Into Geopolitical Risks

 
• 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

 
• 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

 
• 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

 
• 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.

More from Business

Transient FY26 For Syngene But Momentum In China +1 Projects

 
• By Anju Ghangurde

As biopharma derisks its business with China ‘rebalancing’ strategies, Syngene could convert majority of such pilots into full program contracts amid a challenging FY2025. The CRDMO also expects business discussions pertaining to a newly acquired US biologics site to mature into commercial opportunities.

Biogen’s Manufacturing Sites, Revenue Sources Protect It From Big Tariff Impact

 
• By Mandy Jackson

Biogen expects little impact from existing tariffs and any that may apply if the US exemption of pharma products is lifted, since 75% of its manufacturing is in the US and 55% of sales are ex-US.

Amgen Under Pressure, But Seeing Gains Ahead Of Obesity Readouts

 
• By Mandy Jackson

MariTide could give Amgen a big boost if successful in obesity, but the drug just entered Phase III. Even so, Q1 revenue rose 9% to $8.15bn and more growth is expected in 2025.