Asco-GU 2020: revving up for Peloton deal validation
The meeting’s abstracts point to studies from Merck & Co, Exelixis and others that should be on investors’ radar.
The big cap empire strikes back
If the first three quarters of 2019 were dominated by pricing fears, the last saw a remarkable comeback for biopharma.
Corporate and regulatory developments over the Christmas period
On the corporate front Astellas continued to buy, while Qiagen decided that it was not, after all, up for sale.
SITC 2019 preview – Pieris joins the quest for a better Herceptin
Any signs of efficacy with PRS-343 could help Pieris claw back some of its recent losses, but Her2 targeting is increasingly competitive.
Europe and Asia provide a safe haven as US stocks falter
Non-US big biopharma stocks led the way in the third quarter, suggesting that those looking for investment gains would do best to search further afield.
CSCO roundup – immuno-oncology heats up
China’s answer to the Asco conference, remarkably now in its 22nd year, reminds western investors of the country’s oncology prowess.
World Lung preview – Astra takes on Roche
Astra’s Caspian study is the star of next week’s World Lung conference, which has also given targeted approaches important supporting roles.
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.
