The sellside falls out of love with Opdivo
An analysis of the sellside’s consensus forecast changes reveals the winners and losers of 2019.
Strong Zolgensma start bodes ill for Biogen
Zolgensma’s impressive early sales figures spur hopes that gene therapy could finally be coming of age.
Novartis needs new launches to keep up momentum
A strong second quarter pushed Novartis’s stock up 5% this morning, but Kymriah continues to look weak, and the jury is still out on Zolgensma.
Abbvie proves the best at getting the most out of its workers
On sales per employee Abbvie and Bristol-Myers Squibb lead the big pharma pack, while Sanofi and Astrazeneca are the sector laggards.
Faint hope for Alder as Teva bucks dismal migraine trend
Alder hopes soon to launch its migraine drug eptinezumab, and will nervously have been watching the first full quarter’s sales of three similarly acting drugs.
Swiss big pharmas top the research spending tables
Over the past decade Roche and Novartis consistently spent more on R&D than other big pharma groups, while Abbvie and Astrazeneca have added to their budgets.
JP Morgan 2019 day one roundup – happy days are here again
The takeovers of Loxo and Celgene put M&A back on the agenda, and positive clinical readouts from Sage and Axsome add to the celebratory mood.
JP Morgan 2019 – Alnylam turns Onpattro frown upside-down
Alnylam appears to have turned its Onpattro launch around, but is adamant that investors should have been more patient all along.
Biotech's big-bucks buybacks begin to burn
If big biotech cannot deliver innovation investors might start demanding shareholder payout plans that look more like big pharma's.
