Leerink Partners’ Post

When you look at the CLINUVEL PHARMACEUTICALS LTD 5 year chart https://lnkd.in/dmgFbdHG you notice that you lost about 58%. The company's core financials and drug pipeline improved massively during this period. Still #CUV #management is still not able to reflect this increase in #shareholder #value in the share price. Maybe - and I am just speculating - it is a mistrust in its management. The compensation or renumeration packages are constantly increased over time. But there are no real insider transactions. Why is management not significantly buying shares in the company to show a clear sign of trust? Let's see if the annual shareholder meeting on Oct. 17, 2024 bring some more light re #CUV and when the #catalysts will kick in.

In the latest installment of our "Welcome to the Future" series, Managing Director of A&M’s Corporate Transactions Group (CTG) Marcos Cortes explores the impact of the Inflation Reduction Act (IRA) on pharmaceutical research and development (R&D). In an industry that invests a significant portion of its revenue in R&D, changes in drug pricing will undoubtedly influence future R&D budgets and strategies. Click to read more about Marcos's insights into Medicare drug negotiation under the IRA, its potential impact on the pharmaceutical industry, and its influence on future investment in innovation: https://okt.to/chfzkt #AlvarezandMarsal #CorporateTransactionsGroup #AMon J. Preston Parker, Jeff Wilson, Colin Harvey, Nancy T., Mat Hency, Kevin M., David Evans, Manish Gupta, Paul Aversano, Tom Elsenbrook, Anthony Caporrino, Xuong Liu, Fabio G. Pires, Jonathan Gibbons, Bhavik Hathi, Ashish Bansal, Philip Mitchell, Stella Yuan, Scott Foster, David Willis, Vivian Santora and Victoria Whitman

DealForma put together this comprehensive PDF report on Biopharma Q2 Deals and Funding overview. This report includes: * Biopharma Licensing Activity * Top Dealmakers * Top Therapy Areas and Modalities * Biopharma Venture Activity * Biopharma IPOs * Biopharma M&A Download this FREE report! https://hubs.ly/Q02Lsmhb0

If I cannot articulate the value of an initiative in a monetized way, it’s a wish list; it’s nothing but a wish list. —Jeevan Rebba, Otsuka Pharmaceutical Companies Wixom, Barbara H.; Beath, Cynthia M.; Owens, Leslie. Data Is Everybody's Business (Management on the Cutting Edge) (p. 9). #data #monetize

DealForma put together this comprehensive PDF report on Biopharma Q2 Deals and Funding overview. This report includes: * Biopharma Licensing Activity * Top Dealmakers * Top Therapy Areas and Modalities * Biopharma Venture Activity * Biopharma IPOs * Biopharma M&A Download this FREE report! https://hubs.ly/Q02LBjhb0

The table below is featured in our new piece, "The Case for Cardinal Health." ↓ https://loom.ly/NgiiBFM It highlights the key financial metrics of #CAH - a pharmaceutical wholesaler that primarily distributes medicines to pharmacies. Given the strong fundamentals and CAH’s market position, we believe investors significantly undervalue the stock. CAH trades at only a 13.4x P/E multiple, a ~35% discount to the S&P 500. KCR also believes that CAH could serve as an effective hedge against a correction. At this valuation, the market seems to imply CAH is ex-growth and ignores its normalized Free Cash Flow (FCF) of $2+ billion per year - around $8-$9 per share - or an ~8% FCF Yield-to-EV. Click the link below to subscribe to our newsletter ↓ https://loom.ly/loanBbc

With the full implementation of the Inflation Reduction Act, pharmaceutical companies must ready themselves for a more unified Medicare landscape. https://ow.ly/iEtK50SQmT1 MMIT's Meghan Puglisi examines the latest research on payer responses to the IRA. Click the link in this post to read the full article, which offers insights and strategies for staying ahead in this evolving environment. #Pharma #PharmaCompanies #Medicare #IRA #InflationReductionAct

If you're attending the Expanded Access Programs World Congress next week in London, definitely find time to check out Ana Paula Tediosi's presentation, or catch her during the conference. Ana is a wealth of knowledge when it comes to end to end strategy for all types of access programs (among so many other things)! #earlyaccessprograms, #expandedaccess, #posttrialaccess, #compassionateuse, #clinicaltrials WEP Clinical

🟢In the pharmaceutical industry, where serving humanity is an essential element, DEMO places the benefit of society at the core of its Corporate Social Responsibility. Through our actions, we prioritize people, faithfully serving our vision of ensuring access to quality healthcare for everyone. 
 #DemoSA #AlwaysForward #CSR #SocialResponsibility #PharmaceuticalIndustry

With the full implementation of the Inflation Reduction Act, pharmaceutical companies must ready themselves for a more unified Medicare landscape. https://ow.ly/agU050SQmLM MMIT's Meghan Puglisi examines the latest research on payer responses to the IRA. Click the link in this post to read the full article, which offers insights and strategies for staying ahead in this evolving environment. #Pharma #PharmaCompanies #Medicare #IRA #InflationReductionAct