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UCB pays up to $2.2bn for Candid Therapeutics, doubling down on T-cell engagers in autoimmune disease
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UCB pays up to $2.2bn for Candid Therapeutics, doubling down on T-cell engagers in autoimmune disease

TNW | Health-Tech·Ana-Maria Stanciuc·29 days ago
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The Belgian pharma is buying a two-year-old San Diego biotech for $2bn upfront, the second TCE bet it has placed in months. The thesis: B-cell killers built for cancer can rewire how autoimmune diseases are treated. Candid Therapeutics is two years old.…

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Colorado to get $75 million from opioid settlement with Purdue Pharma
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Colorado to get $75 million from opioid settlement with Purdue Pharma

Colorado Springs Gazette·Marissa Ventrelli [email protected]·about 1 month ago
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A $7.4 billion settlement reached with the pharmaceutical company Purdue Pharma and the Sackler family — its owners — is now legally effective a decade after attorneys general from multiple states launched an investigation and seven years after Colorado…

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$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B.

Reddit r/stocks·u/solacelabx·about 1 month ago
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#pharma#revenue#year#market#margins#article

**TL;DR:** Doximity (DOCS) is a digital platform used by 80% of U.S. physicians for collaboration, telehealth, and medical news. They make money by charging pharma companies for targeted marketing access.…

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DOCS -- a $4.3B healthcare platform I've been researching. Here's my analysis.

Reddit r/investing·u/solacelabx·about 1 month ago
#IIVO9CZb
#pharma#revenue#year#market#business#article

\*\*TL;DR:\*\* Doximity (DOCS) is a digital platform used by 80% of U.S. physicians for collaboration, telehealth, and medical news. They make money by charging pharma companies for targeted marketing access.…

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Sun Pharma to acquire Organon for $11.75 bn: How this will expand US footprint, why the timing is significant
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Sun Pharma to acquire Organon for $11.75 bn: How this will expand US footprint, why the timing is significant

The Indian Express·George Mathew·about 1 month ago
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The deal comes at a time when the Donald Trump administration is progressively disincentivising foreign pharma manufacturers, especially makers of non-generics and those shopping in drugs from other manufacturing hubs

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Shaping the future of Japan’s pharmaceutical operations

McKinsey Insights & Publications·McKinsey Insights & Publications·about 2 months ago
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Japan’s pharma industry, a global innovation leader, faces strain from shifting demand, supply vulnerabilities, and digital disruption. Eight priorities can position it to lead in operations.

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