ADVERTISEMENT

Stock Watch

Stock Watch: Global Issues Sway Big Pharma Stocks In Q4 Earnings Season

Taking a broad view of big pharma share price movements as the sector reported 2024 financials, company-specific issues were complicated by geopolitical factors including Donald Trump’s tariff announcements.

Stock Watch: Why Investors Reacted Differently To Roche And J&J Q4 Updates

What a company says – and does not say – about its outlook can sway sentiment. Meanwhile, the snapshot of a big pharma’s quarterly results offers an insight to the circle of a portfolio’s life, with new products ascending to blockbuster status as previous blockbusters disappear.

Stock Watch: J&J Q4 Reaction Indicates Pharma Is Falling Out Of Favor

When a sector re-rates and goes out of favor against the backdrop of wider headwinds, even sales growth may not distract investors from greener grass in other sectors.

Stock Watch: J&J, GSK, Lilly Bring J.P. Morgan Cheer

After a less auspicious prelude and a positive start to the biggest healthcare conference of the year, the news flow and investors’ support for biotech initially improved.

Stock Watch: Biotech Investors Bid Good Riddance To 2024

From gene therapies to small molecule drugs, investors seemed to have eschewed the risks of biotech company investment propositions in 2024 but last year’s disappointments provided good lessons going forward.

Stock Watch: Quarter-End Jockeying At Amgen And Regeneron

As broad stock markets finished the third quarter of 2024 on a high, two large biotech companies battled on more than one front. Despite both announcing positive news in the last week of the quarter, neither seemed to be a clear winner over that period.

Stock Watch: When Development Goes Too Far

R&D managers can sometimes drive a drug’s development despite evidence of its unviability. This has recently resulted in a scramble to adjust in-progress trial protocol and post-approval cost-effectiveness concerns.

Stock Watch: Trouble In The Pharmaceutical Value Chain

The biotechnology and pharmaceutical sectors outsource much of their drug discovery and clinical development efforts to contract organizations. Investors’ reduced appetite for biotech is now impacting those contractors.

Stock Watch: Regeneron Battles On Two Fronts

As it navigates product transition in ophthalmology against biosimilar and branded rivals, Regeneron seems to have a simpler challenge in another major therapeutic area.

Stock Watch: Do Regeneron And BridgeBio Stock Movements Signal Smarter Investors?

Historically, announcements from biotech companies have triggered stock price fluctuations as investors misinterpret the details. However, two recent instances suggest this pattern might be shifting.