2H23 Pharma/Biotech Outlook (Part. 1)
We are now at the end of the tumultuous first half of the year. We still have a week remaining as of today, but as investors, we are always forward-looking.…
Big Pharma’s “Value” M&As – Buying Cheap in Growth Industry Generally Does Not Work
This morning, we saw some interesting transaction coming out of a major European Pharma - GlaxoSmithKlein annnouced a global collaboration in immuno-neurology for neuro-degenerative disease with Alector for $700mm upfront…