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    E.g., 2018-02-24

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19185 items
5:27 PM, Jan 12, 2018  |  BioCentury | Strategy

Remapping growth

As patisiran and fitusiran get closer to market, Alnylam Pharmaceuticals Inc. and Sanofi Genzyme concluded that the territorial complexity of their partnership for the products would limit their commercial value. Amendments announced on Jan. 7...
4:43 PM, Jan 12, 2018  |  BioCentury | Finance

Choosy investors

  Despite losing steam in 4Q17, the broad-based recovery in biotech stocks last year has left investors generally comfortable with current valuations, and hence less optimistic that the sector indexes will outpace the broader market in...
4:19 PM, Jan 12, 2018  |  BioCentury | Finance

Soft Impact

Underwhelmed by the proposed acquisition of Impact Biomedicines Inc. by Celgene Corp. (NASDAQ:CELG), buysiders hope to see the big biotech further expand its revenue base beyond Revlimid lenalidomide through additional deals in the near term....
4:02 PM, Jan 12, 2018  |  BioCentury | Finance

Assessing Ablynx

While a group of investors in Ablynx N.V. (Euronext:ABLX; NASDAQ:ABLX) don’t agree on what is fair value for the Belgian biotech, they do think a $2.8 billion offer from Novo Nordisk A/S (CSE:NOVOB; NYSE:NVO) undervalues...
1:25 PM, Jan 11, 2018  |  BioCentury | Strategy

Leading by example

A third-party cost-effectiveness analysis of CAR T therapies Kymriah tisagenlecleucel and Yescarta axicabtagene ciloleucel suggests that Novartis AG may need to price Kymriah differently for its second indication. Fortunately, the pharma is already discussing such...
2:49 PM, Jan 10, 2018  |  BioCentury | Politics, Policy & Law

Not so bad

The decision by Congress to cut the Orphan Drug tax credit in half in the tax reform law is unlikely to substantially reduce investment in medicines for rare diseases, according to drug developers and public...
3:25 PM, Jan 09, 2018  |  BioCentury | Finance

Stars in China

A major clinical flop and a spate of weak earnings reports by U.S. large cap biotechs reverberated throughout the sector in the fourth quarter, breaking a three-quarter-long streak of outperformance. Across all market cap bands,...
5:06 PM, Jan 05, 2018  |  BioCentury | Strategy

CAR dealing

Johnson & Johnson’s deal with Legend Biotech will net the pharma both an anti-BCMA CAR T therapy and a partner to help shape its cell therapy strategy. J&J chose the Chinese company’s LCAR-B38M as its first...
4:47 PM, Jan 05, 2018  |  BioCentury | Finance

Watch and wait

Heading into 2018, buysiders expressed more concerns than optimism about former darlings in the large cap tier. WBB Securities’ John Nolan, ClearBridge Investments’ Marshall Gordon and AXA Investment Managers’ Linden Thomson are following patent litigation and...
4:38 PM, Jan 05, 2018  |  BioCentury | Finance

Burgeoning bellwethers

  The miserable performance of large cap biotechs last quarter is likely to be a boon for small- and mid-cap players this year, in more ways than one. Buysiders spent most of 2017 focusing to a...

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