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June 09, 2021

Asco 2021 movers – PDS wins, but big pharma reigns

PDS and Spectrum rise, while Black Diamond, Alpine, Harpoon and Macrogenics disappoint, and others ride on big pharma’s coattails.

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January 28, 2021

Zymeworks investors wake up to competition

With mounting competition in Her2-directed breast cancer treatment, Zymeworks’ latecomer struggles to show that it’s better.

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March 02, 2020

US FDA approval tracker: February 2020

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December 11, 2019

SABCS 2019 – Macrogenics finds some better Herceptins are better than others

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October 21, 2019

Vindication is sweet for Seattle

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

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June 05, 2019

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.

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May 13, 2019

Disappointing Nerlynx sales shows Pierre Fabre timing is everything

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April 01, 2019

Puma prompts disappointment with European Nerlynx deal

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February 14, 2019

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. 

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December 18, 2018

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.

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December 03, 2018

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.

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Editor's Picks

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July 03, 2023

Astrazeneca and Daiichi’s big reveal disappoints

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July 13, 2023

Pharma finds a way to gain weight

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July 03, 2023

Protagonist investors flake as psoriasis pill disappoints

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June 29, 2023

Approaching datasets for big pharma

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June 27, 2023

Nkarta goes back to basics

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