The perils of pharma mega-mergers (Bloomberg)
John Rountree was asked to comment on the recent share price fall of Bayer in the light of litigation issues with its now subsidiary Monsanto. Bayer made an unsolicited bid for Monsanto in May 2016, then took more than two years to close the deal, a period in which its share price remained broadly flat. […]
Spend Like an Investor
Pharmaceutical margins have, until recently, not been a great cause of concern for many companies but as the healthcare landscape changes we believe margins will be an area that companies cannot ignore. In our white paper, we look at why pharma needs to rethink its approach to day-to-day spending and start to foster a culture that connects spending with […]
A strategy for using AI in pharma R&D (MedNous)
AI is one of the hottest topics in pharma at the moment and is already starting to yield results. One area it is making significant impact is in R&D. In the last two years alone there have been several multi million pound deals with leading pharma companies and AI providers, one of the most recent […]
GSK’s increased focus on innovative pharma (CNBC)
Novasecta’s Managing Partner, John Rountree, was asked by CNBC to comment on the rumours of the sale of GSK’s Horlicks brand to Unilever, in which he reflects on GSK’s continued exploration of ways to refocus its business towards innovative pharmaceuticals. To read our insight into R&D innovation click here or to understand the importance of R&D renewal […]
Novartis, innovation and acquisitions in Big Pharma (CNBC)
John Rountree discusses, on CNBC, Novartis financial results, pharma innovation and how acquisitions in Big Pharma are still a hot topic To read our insight on breakthrough innovation click here and for our point of view on the cost of pharma M&A click here
Big pharma M&A battleground (CNBC)
To read our insight into the cost of pharma M&A click here
Grow through Strategic Collaborations
The rising costs of M&A and R&D continue to challenge the global pharmaceutical industry. This means CEOs need to explore ever more innovative ways to create business value, such as those presented through strategic collaborations. Initiating and maintaining strategic partnerships can be a complex process. They require trust, robust processes, and most importantly, courage. But […]
Digital Marketing is no Substitute for Sound Strategic Marketing
In recent years, the pharmaceutical industry has rushed to embrace ‘digital marketing’. When done well, this has the potential to generate tangible benefits for companies. However, the fundamentals of strategic marketing cannot be forgotten, otherwise digital initiatives risk becoming a waste of both time and money that fail to deliver value. In this report, we […]
Manage R&D to Create Value
It wasn’t long ago that Morgan Stanley urged pharmaceutical companies to “Exit Research and Create Value”, but the reality today is more complicated. We firmly believe that an excellent internal R&D organisation has the potential to create better products faster, rather than leaving R&D to others. To turn this into a reality, pharmaceutical companies need […]
Business growth: Bespoke strategists lead the way
The pharmaceutical industry continues to evolve, with both drug approvals and the cost of making new drugs trending upwards. Despite ruthless cost-cutting and reducing investment in both commercial and R&D infrastructure, the world’s top pharmaceutical companies continue to grow their top-line revenue. In our white paper, we classify leading companies into three segments to illustrate […]