Old drugs plus SARS equals new INDs and M&A pressure wave

Old drugs plus SARS equals new INDs and M&A pressure wave

There is pressure for M&A and raised valuation multiples in the kinase inhibitor market. The University of California San Francisco (UCSF) conducted a research study in April 2020 that took existing and approved drugs and investigated their ability to stop...

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Is producing a non-profit Covid-19 vaccine a smart decision for AstraZeneca and the industry

Is producing a non-profit Covid-19 vaccine a smart decision for AstraZeneca and the industry

AZN's market-cap breached the £100bn break-out line thanks to the Covid-crisis, the British pharma giant promised that during the pandemic it won’t make profit on the vaccine, but maybe it should.         AZN.L relative 12m share price performance (lighter line) vs....

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Will virtual trial models provide the Covid-19 vaccine faster?

Will virtual trial models provide the Covid-19 vaccine faster?

Covid-19 has given us a glimpse into the long and costly process of drug development. While health experts are speculating on a covid-19 vaccine by 2021, the reality is that the drug development process can take about 10-15 years...

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Could your facemask kill Coronavirus with electricity?

Could your facemask kill Coronavirus with electricity?

At the moment there isn't any underlying evidence as to whether or not a face mask could kill the Covid-19 virus using electricity as indicated in the story on 5th June 2020 in Popular Mechanics (which we summarise below),...

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Will the FDA speed up the approval of new drugs?

Will the FDA speed up the approval of new drugs?

The Food and Drug Administration (FDA - US healthcare regulator) will endeavour to review many drugs applications in the next year in relation to coronavirus, but concerns are emerging that if the FDA follows its old ways it will...

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Will dentists overcome the threat of the looming financial collapse?

Will dentists overcome the threat of the looming financial collapse?

Dental health has been something of the forgotten Covid-19 cousin to A&E, and GP practices, unless of course you have been in the painful position of requiring emergency dental treatment. It is a market under considerable pressure at this time,...

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Hospitals face consolidation wave

Hospitals face consolidation wave

While we have used the US as a reference point in this article, we suspect this is applicable across many health systems globally. A recent report has shown that hospitals in the US are struggling with covid-19, due in part...

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COVID-19 Supply Chain Impact and nutraceuticals including CBD: The Story So Far

COVID-19 Supply Chain Impact and nutraceuticals including CBD: The Story So Far

The nutraceutical market has seen an uptick in demand despite the backdrop of widespread declines in global markets during March (though now largely rebounded) and a bearish outlook for global GDP. The bullish outlook for nutraceuticals is driven by...

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Part II – How Big Oil is Trying to Win Back Investors

Part II – How Big Oil is Trying to Win Back Investors

On May 27th 2020, ExxonMobil, Chevron and BP all had their annual shareholder meetings which did not have the desired outcome. To date, Covid-19 has caused a deep collapse in the demand for oil. The breakeven oil price required to...

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