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Andy Smith

Latest From Andy Smith

Stock Watch: Protocol Changes Preface Poor Trial Outcomes

It takes a lot of negotiation with regulators, advisory boards, and alignment between commercial and portfolio management teams to define and agree a clinical trial protocol. Why on earth would companies change it once a study is underway?

Stock Watch Clinical Trials

Stock Watch: Rare Diseases Beget Rare Profitability

Do rare disease drugs with tiny patient populations lie outside the profitability continuum that runs from small-molecule primary care products to specialist biologics?

Stock Watch Rare Diseases

Stock Watch: Cancer Combination Therapies Face Rising Bar

Improving efficacy by combining drugs has been a mainstay of cancer therapy but adding new targeted drugs together based on very early-stage data is not working out, especially when one of the drugs is barely active on its own.

Stock Watch Companies

Stock Watch: Academia’s Undiscovered Drug Developments

It is easy for university researchers to criticize the pharmaceutical sector’s R&D productivity when they ignore the contributions of all the drugs that have been approved, and all those that have been rejected.

Stock Watch Research & Development

Stock Watch: Biotech’s Commercial Laggards Drag On Sector

Some commercial-stage biotechnology companies blame the pandemic for their declining sales and continued losses. While an acquisition by a bigger company might once have been an aspiration, further fundraisings seem to be the more likely outcome.

Stock Watch Commercial

Stock Watch: One Acquisition Does Not Make A Biotech M&A Boom

Another blow-out quarter from Pfizer provided the impetus for an acquisition. But the history of recent commercial-stage biotech transactions and the risky nature of all early-stage companies suggest that the floodgates will not burst open.

Stock Watch M & A
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