Sanofi and Celgene announce deals (Bloomberg)

Novasecta’s Managing Partner, John Rountree, was asked by Bloomberg to comment on the recent Sanofi and Celgene deals. Reflecting on our experience with listed pharmaceutical companies, John commented “Pharmaceutical companies are increasingly turning to specialty areas like hemophilia because of the opportunities for higher prices.” and that “It’s all about finding niches. Pricing for cell […]

GSK responds to AstraZeneca threat (Bloomberg)

Novasecta’s Managing Partner, John Rountree, was asked by Bloomberg to comment on the threat AstraZeneca poses to GSK. John highlighted the approach of AstraZeneca’s Chief Executive Pascal Soriot commenting “Soriot took a very bold approach, saying it’s got to be about innovation and the pipeline, which means we’re going to have to take some risks. […]