Medicare price renegotiation and the FTC’s scrutiny of biopharma acquisitions have suppressed sector stock prices. But the sector may not be the actual target.
Heading into the last month of the third quarter of 2023, two themes have suppressed the stock prices of the biopharmaceutical sector, more than offsetting the positives to date. But pharma looks like something of an accidental target, and a closer look at the themes shifts the focus onto a different sector.
In the year to date, the broad S&P500 index has risen by nearly 16% as a technology-led rally added to...
Merck’s immuno-oncology blockbuster was the world’s best-selling drugs by revenues for the second year in a row, with an almost $12bn lead over its closest rival, Novo Nordisk’s GLP-1 drug Ozempic.
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.
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.
Companies stand a better chance of securing public reimbursement in Mexico for innovative medicines if they understand changing approaches to healthcare. The shift means the emergence of managed entry agreements and a focus on economic impact, explains AMIIF, Mexico's research-based pharmaceutical industry association.
Novartis’s APMA chief outlines the company’s tailored approach to deliver long-term outcomes, novel access solutions via innovative financing options and shape the CVD disease ecosystem in the extraordinarily diverse region. Partnering to build AI infrastructure is another key prong.
A court order encompassing funding, drug pricing, clinical trials and overall policy implementation aspects is expected to bring about a paradigm shift in the treatment of rare diseases in India. Sarepta, Roche and Sanofi are among the key players that have been part of pricing discussions.
