Flotations tank in the first quarter. Via Edwin Elmhirst and @evaluatevantage evaluate.com/vantage/articl…

Evaluate Pharma $GSK gets a Shingrix boost, but a look at its big growth drivers shows just how reliant it is on the shingles vaccine. Via @evaluatevantage evaluate.com/vantage/articl…

Bristol needs to get fresh evaluate.com/vantage/articl… $BMY $ABBV $AMGN $GILD via @evaluatevantage

After Pfizer-Biohaven, could other licensing deals turn to buyouts? @evaluatevantage looks for likely candidates: evaluate.com/vantage/articl… (full table in story) $PFE $BIIB $SRPT $MCRB $CVAV

Pack your woolies the patent winter is coming. Check out the latest analysis by Amy Brown, Edwin Elmhirst: #Biopharma is approaching the most painful period of #patent loss for at least 30 yrs. Is M&A an answer? evaluate.com/vantage/articl… $ABBV $MRK $BMY $JNJ $LLY $RHHBY $REGN

$ALNY’s heart beats stronger on Apollo-B win, but questions remain. My take, via @evaluatevantage evaluate.com/vantage/articl…

Momentous: $RHHBY becomes a Car-T player, but there will be no easy wins with $PSTX allo tech. Some thoughts on today's deal via @evaluatevantage bit.ly/3d3fAdg

With M&A back on the agenda, how often do deals pay off? Edwin Elmhirst crunched the numbers for @evaluatevantage evaluate.com/vantage/articl…

Novartis starts the fight back: my quick take on today's investors event, including a bumper table on upcoming events (plus a word that they seem to have made up - unprobabilized - anyone??) evaluate.com/vantage/articl… $NVS

And in a similar vein, a timely @evaluatevantage analysis of big pharma NME approvals, that found Novartis good on quantity, less on quality. $NVS $LLY $RHHBY evaluate.com/vantage/articl…

The biopharma flotation remains a rare beast - our Q3 IPO numbers, via @evaluatevantage evaluate.com/vantage/articl… $THRD $MAIA $PXMD

$PFE's Covid cash keeps the biopharma M&A scene alive: the company is responsible for a third of the sector's deal spend this year, our latest analysis finds. More details in our Q3 story: evaluate.com/vantage/articl… $AMGN $GILD $NVO

The gloom deepened for biopharma stocks in Q3. Edwin Elmhirst crunched the numbers for @evaluatevantage, showing the big pharma cohort lost a staggering $294bn in market cap evaluate.com/vantage/articl…

In a bear market it’s the bad news that matters. Our look at market reactions to clinical news via @evaluatevantage evaluate.com/vantage/articl…

Flotations fail to bounce back: there were just three IPOs of drug developers in Q4, taking the total to 19 - the lowest since 2012. Edwin Elmhirst crunched the numbers for @evaluatevantage evaluate.com/vantage/articl…

With gout in focus after FTC's Amgen-Horizon intervention, we take a look at the disease pipeline. TL;DR: lots going on in Asia, with Krystexxa competition possible later next year. $AMGN $HZNP $SELB $SOBI.STO Full pipeline in article: evaluate.com/vantage/articl…

Biopharma buyouts bounce back: check out our first H1 data story, which looks at M&A (spoiler alert: we're nearly at 2022's level already). Via @evaluatevantage $PFE $AMGN $NVS $AZN evaluate.com/vantage/articl…

And for our next H1 data analysis... biopharma IPOs. (spoiler alert: didn't take long to write). For full quarterly trend going back to 2018 see article: evaluate.com/vantage/articl… $SLRN $GDTC $AZTR $INTS with Edwin Elmhirst

Stock market strife subsides in second quarter, though we might not be out of the woods yet. The @evaluatevantage take, with Edwin Elmhirst evaluate.com/vantage/articl…

The urticaria pipeline is pretty busy, but can anyone beat Xolair? Here's a look at the late-stage projects due to report clinical data in the next six to 12 months 👉evaluate.com/vantage/articl… $NVS $RHHBY $SNY $REGN $AMGN $AZN $ALLK $CLDX