AstraZeneca: Big Pharma to Big Biotech (Bloomberg)
AstraZeneca’s Q1 2019 results were released today (26th April) with their oncology portfolio helping drive profits past analyst’s expectations. Bloomberg asked Novasecta for their thoughts: “They’ve got a whole raft of approvals in the pipeline, their transition from big pharma to big biotech is happening.” The new initiatives of Pascal Soriot are clearly bearing fruit […]
Brexit poses threats beyond supply chains (Bloomberg)
As the timeline for Brexit shifts and no clear statement on the future of trade, Bloomberg, revisits the perennial question for pharma of supply. They highlight Novo Nordisk keeping an inventory of insulin at more than twice normal levels and asked for John Rountree’s opinion on this crucial topic: “Keeping extra supplies on hand is […]
Mega-mergers are not the solution for pharma (CNBC)
With the publication of the Novasecta Global 100, John Rountree, was invited on CNBC today to expand on some of the trends in our report, and in particular how attitudes towards M&A are changing in the sector and for investors. John highlights the low revenue growth for 6 of the top 10 companies and how […]