
Vindication is sweet for Seattle
Tucatinib yields a positive result in breast cancer, vindicating Seattle Genetics’ acquisition of its originator.

Asco 2019 event analyser – low-key meeting belies some huge stock moves
Mirati Therapeutics nearly stole the show at Asco despite not actually presenting – a fact that illustrates how low on meaningful data this year's conference was.

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.

Puma gives investors something to celebrate at last
Nerlynx succeeds in a new breast cancer setting, but this might amount to little more than a win on a technicality.

Glaxosmithkline’s Tesaro move: start of a new acquisition wave?
The $5bn transaction was surely only made possible by shrinking valuations, but investors in both Glaxo and Tesaro have reasons to be unhappy.