Latest From Andy Smith
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.
Stock Watch: Bad Deals Backfire On Bayer And CSL
As the pharma earnings season wrapped up, it seemed like a contest to see which company's stock price dropped the most after their announcement and which made the poorest acquisition.
Stock Watch: Some Turbulence As Novo And Lilly Report Results
Novo disappointed on high expectations with its second-quarter announcement resulting in stock price weakness. But after Lilly reported without disappointment, something unexpected happened.
Stock Watch: Pfizer’s Q2 Windows Into Wider 2024 Issues
One company’s weak quarterly sales should not make a pharmaceutical winter. But combine the lower sales of major vaccine families across three companies’ portfolios with weak demand in China and it starts to feel chilly.
Stock Watch: Smiles And Survivorship In BMS’s Q2 Earnings
Grouping products into 'growth' or 'launches' is a statement of high expectations. Reporting sales in China has had similar growth connotations, until recently.