Deal-depressed third quarter leaves nowhere to hide
Megadeals flattered the biopharma M&A scene in the first half of 2019, but the numbers took a nose dive in the third-quarter.
Alder won’t solve Lundbeck’s headaches
Lundbeck needed a deal, but it could struggle against strong competition in migraine.
Ardelyx Amplified by first hyperphosphataemia success
A win with a tenapanor combo could bode well for the project’s monotherapy chances.
Upcoming events – pivotal tests approach for Lilly and Biohaven
Lilly is awaiting the first set of pivotal data with the cytokine agent it bought from Armo last year, while Biohaven heads for migraine catalysts.
Big cap stocks grow in first half despite M&A activity, not because of it
Indulging in M&A is not the way to bump up share prices as oncology-focused companies prove to be the sector’s darlings.
Upcoming events – Pivotal data readouts for Ardelyx and Rhythm will set the tone for next year
Both Ardelyx and Rhythm Pharmaceuticals are looking for phase III clinical wins to kick off filing discussions for pipeline leads.
As Genfit deals and Conatus folds, Nash plays on
A China licensing deal from Genfit and the collapse of Conatus provide the latest news from the closely watched Nash space, which nervously awaits the next wave of…
Botox and the value of never-ending profits
Abbvie’s bid for Allergan shows that the Botox franchise is impenetrable. The market agrees.
Kickstarting ideas
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