While 2025 was the year of disruption for Trump’s pharma policies, we expect 2026 to be the year of truth: will the US ...
M&A is an important part of pharmaceutical innovation, as 40% to 50% of industry innovation comes from acquired assets ...
Each article in this bundle – or each track on pharma’s White Album, if you will – opens with our key calls for 2026 (Side A) ...
China has rapidly become a leading hub for innovative new medicines, overtaking Europe and putting the continent at risk of ...
A further sell-off in JGBs would seem to drag USD/JPY towards intervention territory at 159/160. However, if the yen sell-off ...
For common painkillers, Europe is entirely reliant on Asia; its last paracetamol factory closed in 2008, for instance. In ...
We expect strong CDMO growth in 2026, driven by geopolitical fragmentation and regional manufacturing consolidation ...
The latest UK jobs report suggests those concerns are overblown Here's what the latest UK jobs report tells us: Unemployment ...
The tensions between the US and EU are only having a mild impact on markets thus far, but we do expected a bullish mood in ...
We likely calm now, but this is not over The rise in Treasury yields since Friday reflects a combination of factors. Talk on ...
At this point, the outcome of these new trade tensions is unclear, but what has long been evident is that there is no such ...
Producer prices in industry came in below expectations in December, dragged down by falling energy prices. We see lower ...
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