Cheap capital gives rise to integrated pharma R&D (MedNous)
Since the financial crash of 2008 the world has got used to a new era of cheap capital and sustainably low interest rates. This has created a new funding environment for pharmaceutical research and development (R&D), which is the quintessential capital-hungry, long-term and high-risk business endeavour. The new funding environment has in turn had a profound […]
Raising capital: how biotech can avoid the risks (The Pharma Letter)
For biotechnology, the UK capital market is very much driven by its relationship with other international markets, most notably the US and continental Europe. The specific qualities of these larger markets have a substantial impact on the UK, creating a unique landscape of capital and subsequent innovation. This phenomenon is readily apparent in both early-stage […]
GSK’s and Bayer’s Q3 results (Bloomberg)
In an article in The Telegraph regarding GSK, Novasecta Managing Partner John Rountree commented that, for them, “Brexit is both help and hindrance. Sterling’s weakness gives some short term benefit. However longer-term Brexit creates material uncertainties for regulation, supply chain, packaging and manufacturing, that depending on the eventual EU exit may be very costly.” […]
Pharma investor perspectives (CNBC)
Brexit: ABPI/BIA report (Daily Telegraph)
John Rountree, Managing Partner of Novasecta, was recently quoted in the Sunday Telegraph, one of the UK’s leading Sunday newspapers. For an article entitled “Ministers snub life sciences industry’s report on Brexit” John was asked for his perspectives on comments received by the newspaper from UK Government sources that a recent industry report “was basically the industry […]
GSK’s new CEO (Reuters)
Brian McGee, Engagement Manager at Novasecta, was recently quoted in a number of news sources on GlaxoSmithKline’s decision to appoint Emma Walmsley as Chief Executive: Reuters: Breaking the mould – GSK picks Big Pharma’s first female CEO The Telegraph: GlaxoSmithKline might not be heading for a major shake-up under Emma Walmsley, but she will still forge her […]
The future for Bayer (CNBC)
Bayer’s M&A activity (CNBC)
From mid-cap to Big Pharma: the challenge for Shire (The Times)
John Rountree, Managing Partner of Novasecta, was recently quoted in The Times, a major UK newspaper. In an article discussing Shire, a highly successful mid-cap pharmaceutical company headquartered in Ireland with strong growth and a high share price rating, John offers a number of cautionary messages. He asserts that Shire is making the risky transition from […]
Risks for UK Biotech (The Times)
John Rountree, Managing Partner of Novasecta, was recently quoted in the Sunday Times, the UK’s leading Sunday newspaper. In an article entitled “How to Make Our Scientists Very Mad” John offers commentary on the risks of Brexit to early-stage biotech companies, stating that the potential for decreased funding (from Horizon 2020, for example) may reduce the attractiveness […]