Bristol’s doomsday scenario: could Opdivo start shrinking next year?
Fears about flattening Opdivo sales were surely a major driver for Bristol's move for Celgene. To keep growing the checkpoint inhibitor needs some big clinical wins.
Off-the-shelf approaches keep cell therapy investors keen
Five months after Allogene’s flotation there are few signs of waning interest in new issues of cell therapy companies, and they all have one thing in common.
For Celgene the unthinkable suddenly looks less improbable
Celgene stock falls 9%, suggesting that an activist campaign to derail its takeover by Bristol-Myers Squibb is reaching critical mass.
The sellside’s mid-term forecast: sunny with few hints of rain
Climbing consensus sales forecasts for 2022 suggest that last year equity analysts brushed off concerns about pricing restraints.
Sanofi does a spring clean
The French company has taken a look at its R&D portfolio, and made some radical changes in oncology and diabetes.
Novartis and Gilead’s multiple myeloma CARs diverge
As Gilead bows out of BCMA, Novartis pins its hopes on a BCMA/CD19 combo.
Licensing deal activity follows buyout market downwards
Biopharma companies put the brakes on product deals last year, with the drop driven by a decline in oncology transactions. Meanwhile, a look at the big spenders shows how…
Years of dreams about CARs turn into reality for Atara
The company’s nascent CAR-T portfolio includes technology licensed from one of the field’s most prominent pioneers.
In sticking to the knitting has Array given up too much?
At a time when most of biotech seems to want to become “the next Genentech” Array Biopharma has stuck to a partnering model and, in hindsight, lost out in the process.
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