The perils of pharma M&A (Bloomberg)
Novasecta’s Managing Partner, John Rountree, was asked by Bloomberg to comment on the perils of pharma M&A in an article that investigated the delays in development of AstraZeneca’s ZS-9 product after AZ had acquired ZS Pharma. Reflecting on our experience with listed pharmaceutical companies in general rather than the specifics of the AZ deal, John commented […]
Another Roche setback (CNBC)
Turning world-leading science into medicines (Daily Telegraph)
In an article in the Sunday Telegraph titled “How do you turn world-leading British science into medicines?”, John Rountree was quoted in the section of the article that referred to the “Brexit elephant in the room”. Echoing Pascal Soriot’s comments in the article that all AstraZeneca’s new capital investment was on hold due to the current uncertainty, […]
EU probe Bayer’s proposed merger (CNBC)
GSK’s evolving business model (Daily Telegraph)
With GlaxoSmithKline’s new CEO Emma Walmsley presenting her first quarterly results since taking on the new role, investors were seeking signs of her intentions for the company. A renewed focus and attention to the pharmaceuticals business were the highlights, including the planned divestment of selected R&D and on-market assets as well as a strategic review […]
Novartis’ Gene Therapy progress (CNBC)
Roche’s oncology setback (CNBC)
What the American Health Care Act could mean for pharma (CNBC)
Bayer’s outlook following its recent acquisition (CNBC)
Private equity firms bid on Stada (In Vivo)
Brian McGee, Principal at Novasecta, provided his perspective on the recent bids by private equity firms Cinven and Advent on German generics firm Stada in an article in Scrip. Brian stated that “Cinven have a reputation for value creation through industry consolidation, where an initial investment acts as a platform to which other complementary businesses […]