Pharmaceuticals & Biotech Swiss Community

We are living through a biological revolution. You see it on the balance sheets of the world’s largest pharmaceutical companies and you see it in the cultural zeitgeist.Read more

Rating: Speculative Buy / Clinical-event driven Style: Small-cap biotech with one dominant value driver Core debate: Is Newron an underappreciated CNS biotech on the verge of a value inflection with evenamide, or is it still a one-asset, high-risk Phase III story where financing and trial execution dominate everything else? Executive view Newron is now essentially an evenamide company.Read more

Roche is lining up a new wave of potential hit medicines across obesity, cancer, and multiple sclerosis, with many important trial results expected soon. The big question is whether these programs succeed before tougher competition and upcoming patent expiries start to bite.Read more

Cosmo’s results swing sharply as one-off project deals fade and the company shifts focus to repeatable royalty and manufacturing income, sparking a big market sell-off. With new approvals, a US launch for its AI-assisted endoscopy system, and key clinical readouts ahead, the next year could clarify whether this is a temporary dip or a turning point.Read more

Investment Memo – Roche Holding AG (Pharmaceutical Division / “Roche Pharma”) 1. Executive Summary Roche is a leading global pharmaceutical and diagnostics company with a strong focus on oncology, immunology, neuroscience, and rare diseases.Read more

Roche shows it can grow again after the pandemic boom fades, with its drug business holding up better than its testing business. The next big swing factor is whether a wave of late-stage study results and new testing products can deliver—after past acquisitions forced painful write-downs.Read more

211011 Draupnir noch ein Anteil von rund 55,5% an Polypeptide. Der «Free Float» an der Börse SIX erhöht sich dadurch gleichzeitig von 40,0 auf rund 44,5%.Read more

Tighter drug rules, pressure to keep healthcare costs down, and cheaper rivals could make it harder for Bachem to grow and keep charging premium prices. With big new factories coming online, the bigger question is whether demand stays strong enough to avoid excess capacity and squeezed profits.Read more

Novartis is leaning on newer medicines and advanced treatments to keep growing even as some older blockbuster drugs face copycat competition. The story hinges on whether its drug pipeline and push into emerging markets can offset pricing pressure, patent cliffs, and tough regulators.Read more