The takeover of Celgene has disrupted pharma’s conventional wisdom on which companies should merge and when. This is how things now stand.
Pfizer is said to be interested in Amarin, but the Danish group’s need for a growth injection is greater.
The takeovers of Loxo and Celgene put M&A back on the agenda, and positive clinical readouts from Sage and Axsome add to the celebratory mood.
Allergan, Biogen, Bristol-Myers Squibb and Lilly follow Pfizer and Merck & Co on price increases, and there could be more to come at JP Morgan.
Achillion’s pivot to a next-gen project in paroxysmal nocturnal haemoglobinuria is an admission that its first attempt to compete with Alexion’s Soliris has fallen short.
Verona Pharma needs another COPD win, while Alexion seeks a new use for its Soliris successor.
Promising data in myasthenia gravis, plus a pledge to compete on price, means that Ra Pharmaceuticals’ zilucoplan could soon give Alexion a headache – and others are…
Autolus leads winners in spite of scepticism over its CAR-T, and gene therapies disappoint.
If big biotech cannot deliver innovation investors might start demanding shareholder payout plans that look more like big pharma's.