Findings From a Real-World Obesity Study
Research - The big news in obesity last week was that Pfizer’s Phase 2b data for twice-oral danuglipron flopped. Pfizer’s drug had high discontinuation as a result of high … Continue Reading
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Contributors to US Excessive Drug Pricing
Research - Drug pricing in the US is not a straightforward process. For the most part, this is done by design. Politicians and media have put the … Continue Reading
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Radiopharmaceutical Space Rolling as Eli Lilly Acquires Point
Research - This morning, Eli Lilly (LLY) acquired Point Bio (PNT) for $12.50/share, an 87% premium. The $1.4B price tag gives Lilly a strong presence in radiopharmaceuticals … Continue Reading
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She Pays Me, She Pays Me Not
Research - In the last 3 trading days, preferred shares of Fortress Bio (FBIOP) have traded down 53% from ~$17 to ~$8. The decline seems to be … Continue Reading
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Gossamer (GOSS) OLE Data Could Reignite Investor Interest
Research - Video Summary: Gossamer Bio (GOSS) will be reporting open label extension data in the coming weeks which could demonstrate that their inhaled seralutinib is a … Continue Reading
Read NowObesity Proving to Be a Big Pharma Game
Research - Eli Lilly and Novo Nordisk have established a stronghold in the $50B+ obesity opportunity. Validated approaches include GLP-1 & GIP/GLP-1. Although there are other targets … Continue Reading
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Sentiment Check – Bio M&A Is Picking Up
Research - Last week we wrote how the growth in venture capital funds for Q1 2023 was an early sign that private money in biotech was being … Continue Reading
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