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Andy Smith

Latest From Andy Smith

Stock Watch: Novo Edges Ahead Of Lilly In GLP-1 Agonist Battle

The sales performances of the GLP-1 agonists dominated the earnings of Novo Nordisk and Lilly, with both stocks hitting 52-week highs after their results. But one moved ahead of the other in an important strategic bottleneck.

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Stock Watch: Sanofi And Roche Depress European Pharma Mood

Claiming quarterly wins by expressing sales at constant exchange rates or including one-off tax breaks does not endear companies to investors because they are unpredictable and not reproducible.

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Stock Watch: Vaccines, Oncology Frame Q4 Contrasts Between Pfizer And GSK

While attempting to move beyond post-pandemic unfavorable revenue comparisons, other unfavorable comparisons emerged at Pfizer.

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Stock Watch: J&J’s Pharmaceuticals Division In The Shade Again

When facing the loss of exclusivity of your biggest product, bold deployments of capital are required to maintain sales growth, not stock buy-backs.

Stock Watch Sales & Earnings

Stock Watch: Too Early To Call The End Of Biotech Wilderness

To emerge from a wilderness period or biotech winter where generalist investors shun the sector, biotech’s good news needs to outweigh the bad and be attractively priced. We may not be there yet.

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Stock Watch: Fewer Acquisitions Leave Many Behind

The biotech sector is so diverse that for every acquisition there will be at least one second-best. Even after years of independence following a drug approval, investors keep hoping that their pharmaceutical Prince Charming will arrive.

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