Funding clinical development: More creativity required?
Securing adequate funding for clinical development remains a central challenge for pharmaceutical companies as they and their investors appear less willing to finance development through their P&L accounts than they are to find cash for deal-making and M&A. However, alternative funding models have started to emerge that can provide access to capital with control over […]
A Biotech-like Mentality: The Winning Combination?
In an effort to address declining R&D productivity in the pharmaceutical industry, many pharma companies look to the innovative entrepreneurialism of top performing biotech companies, leading to numerous changes to operating models and culture. But what is the real “biotech-like” mentality that the industry is seeking? In this paper, we characterise what sets the […]
Takeda CEO prescribes R&D cuts after Shire deal (Reuters)
Novasecta’s Managing Partner, John Rountree, was asked by Reuters to reflect on Christophe Weber’s, CEO of Takeda, comments on the cuts to R&D after their deal with Shire: “They are cutting quite deep in R&D and it is not clear if the amount of money they are saving is going to be beneficial or harmful. […]
Takeda’s takeover of Shire (CNBC)
Novasecta’s Managing Partner, John Rountree, was asked by CNBC to comment on Takeda’s takeover of Shire, in which he reflects on “M&A becoming very expensive in pharma” and how the “innovation problem drives M&A in the sector”, both issues Novasecta has previously highlighted. To read our insight into the cost of pharma M&A click here or for […]
GSK-Novartis consumer health care deal (CNBC)
GSK withdraws from Consumer-Health bid (Bloomberg)
Novasecta’s Managing Partner, John Rountree, was asked by Bloomberg to comment on GSK pulling their bid for Pfizer Consumer-Health Unit. John commented “this tells you about big pharma’s attitude toward consumer health — the brutal reality is that consumer health is not as profitable as the pharma business. There is something inherently unattractive about consumer […]
Sanofi-Ablynx deal (CNBC)
Sanofi and Celgene announce deals (Bloomberg)
Novasecta’s Managing Partner, John Rountree, was asked by Bloomberg to comment on the recent Sanofi and Celgene deals. Reflecting on our experience with listed pharmaceutical companies, John commented “Pharmaceutical companies are increasingly turning to specialty areas like hemophilia because of the opportunities for higher prices.” and that “It’s all about finding niches. Pricing for cell […]
GSK responds to AstraZeneca threat (Bloomberg)
Novasecta’s Managing Partner, John Rountree, was asked by Bloomberg to comment on the threat AstraZeneca poses to GSK. John highlighted the approach of AstraZeneca’s Chief Executive Pascal Soriot commenting “Soriot took a very bold approach, saying it’s got to be about innovation and the pipeline, which means we’re going to have to take some risks. […]
Pharma outlook 2018 (CNBC)