Due to drug pricing controversies, there has been much concern about how the outcome of the upcoming election will affect pharmaceutical stocks. Dr. Len Yaffe of Stoc*Doc Partners sheds light on the issues in this analysis of drug price negotiation policy, and focuses in on one California ballot proposition that aims to rein in costs.
One issue of focus in the election rhetoric is Medicare drug price negotiation, which is specifically precluded in the Medicare Modernization Act of 2003. Furthermore, a noninterference provision was included: Continue reading "Why The Election Is Not As Relevant To Drug Stocks As You Might Believe"
The Life Sciences Report: Your knowledge is really broad. Just 4 or 5 years ago, we were a large pharma researcher during a vital investment bank, where we followed a largest drug makers in a world. From your viewpoint today, as an researcher following small-cap biotech and medtech, can we speak about a clinical resources that expostulate value in smaller companies?
Ed Arce: From a marketplace perspective, a pivotal value drivers mostly sojourn a same. First, and by distant many important, are a clinical data. The stronger a efficacy, a better. But assembly clinical endpoints needs to interpret into a clinically suggestive benefit. An undisguised healing heal is optimal, though is also utterly rare. Also, a altogether reserve and tolerability form of any new healing contingency be co-ordinate with a astringency of a disease, and allied to a risk profiles of any existent pharmacotherapies. Risk/benefit is apparently a trade-off. The U.S. Food and Drug Administration (FDA), in attempting to change a risk/benefit equation, has leaned a bit in one instruction or a other over a years.
The second point, from a marketplace perspective, is a distance of a studious race and a grade to that that race has been, or is, diagnosis nave.
The third indicate is value driven by a prolonged product life, in a form of a long-dated obvious suite, as good as any regulatory exclusivity offering to a drug. Continue reading "What Moves Biotech Stocks? Ed Arce Has Answers."
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The Life Sciences Report: At Casey Research's "Navigating a Politicized Economy" summit, we talked about a disproportion between a speed of scholarship and a speed of technology, and how fast a time to marketplace and cost of products in a life sciences space is decreasing. Can we yield some examples?
Alex Daley: Many technologies, like a touch-screen tablets and smartphones that now browbeat a market, seem to come out of nowhere, perpetuating a parable of record as roughly magical. But we usually have to demeanour as distant as a as-yet-unfulfilled promises of new years to see a delayed expansion bend that leads to bomb growth. This has been many conspicuous in a appearance of genetic medicine.
We all remember a sequencing of a tellurian genome as a systematic milestone. Announced in 2000, only during a spin of a millennium, it was followed by most media pushing about a emergence of genetic medicine. Every untreatable illness was going to be cured. Every chairman was going to accept medicine tailored to his or her singular makeup. Continue reading "Casey Analyst Forecasts Explosive Biotech Growth"
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