Free PDF available here Premise R&D productivity can be measured well enough to: 1) establish which companies are more or less productive than their peers; and 2) give some indication…
Summary and Investment Conclusion On net, drug manufacturers are using co-pay cards to reduce the higher out-of-pocket (OOP) costs faced by beneficiaries on the health insurance exchanges (HIEs) as compared…
Premise and rationale Share prices of drug and biotech stocks arguably can be broken down into two major components: the capital markets’ estimates of the value of assets that are…
Background and Rationale Drug, biotech, and research-based spec pharma stocks tend to outperform their peers in the periods preceding and following the anticipated approval of major new branded products. The…
Background – PCSK9 Inhibitors and New Cholesterol Treatment Guidelines Amgen and Sanofi / Regeneron presented phase III LDL-C (‘bad cholesterol’) lowering data for their respective PCSK9 inhibitors (evolocumab and alirocumab,…
Summary and Conclusions The prescription drug formularies of health plans sold on the Affordable Care Act’s (ACA’s) public health insurance exchanges (HIEs) are significantly more restrictive than the drug formularies…
Summary To get a sense of what drug coverage will look like across plans offered on the health insurance exchanges (HIEs), we analyzed the drug benefits of all Silver[1] plans…
Summary and Conclusion In light of the recent change in MRK’s R&D leadership, and evidence[1] that the company may be planning a significant change in its approach to R&D, we…
Premise and rationale Share prices of drug and biotech stocks arguably can be broken down into two major components: the capital markets’ estimates of the value of assets that are…
Premise and rationale behind the ‘Hidden Pipeline’ valuation method Share prices of drug and biotech stocks arguably can be broken down into two major components: the capital markets’ estimates of…