JP Morgan 2019 day two roundup – after the party a harsh reality
After Monday’s celebrations the sector gets down to discussing the difficult business of actually selling and making money from drugs.
Japanese biopharma rules mid-cap returns
Some of the big small-cap fallers, meanwhile, have been subject of M&A activity. Is this a sign of things to come in 2019?
SITC 2018 – Nektar’s big reveal falls flat
The company struggles to move the needle at the SITC meeting with an up-to-date cut of its first-line melanoma trial of NKTR-214 and Opdivo.
SITC 2018 – No honey for Nektar
The abstract of the company’s Pivot-02 trial in first-line melanoma, due to be presented in full at SITC on Friday, looks disappointing.
SITC event – Nektar hopes to pivot away from Incyte's failure
An important test of Nektar’s cytokine agonist approaches, though some investors have already decided that Bristol-Myers Squibb was wrong to endorse it earlier this year.
Esmo 2018 – Adaptimmune gets the wooden spoon
The company emerges as the worst-performing stock after Europe’s most important cancer conference, which claims numerous other victims.
Esmo 2018 – Lilly and Roche confirm their place in the cytokine race
As a crucial test of the cytokine approach nears from Nektar, encouraging early data from Lilly and Roche confirm that the competition is hotting up.
Oncology continues to reign in the licensing world
Other therapy areas take a back seat as the pharma industry continues to focus on cancer-focused licensing deals.
Pharma content to lease rather than buy
Licensing deal activity holds up in first half of 2018 as biopharma continues to stay away from takeovers.
Kickstarting ideas
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