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19.08.26 - 18:48
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Healthcare Stands Out Beyond AI (Bloomberg)
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UBS's Nadia Lovell said that as AI influences more sectors across the market, traditional diversification has become more challenging, making healthcare an attractive option due to its strong performance, innovation pipeline, and relatively attractive valuations. (Source: Bloomberg)...
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19.08.26 - 14:06
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7 Federal Agencies & Big Pharma Quietly Built A Pandemic-Industrial Complex (ZeroHedge)
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7 Federal Agencies & Big Pharma Quietly Built A Pandemic-Industrial Complex
Authored by Jon Fleetwood via substack,
Nearly 14 years before COVID-19, HHS created the Public Health Emergency Medical Countermeasures Enterprise (PHEMCE) and centralized federal health, biomedical, regulatory, homeland-security, and military functions around a government-directed countermeasure pipeline.
Creating what this website refers to as the Pandemic-Industrial Complex (PIC).
PHEMCE centralized seven named federal agencies and components (ASPR, CDC, FDA, NIH, DOD, DHS, and VA) across four Cabinet departments: HHS, DOD, DHS, and VA.
Private industry was explicitly inserted into that structure.
HHS named pharmaceutical manufacturers, biotechnology companies, clinical research organizations, and private research organizations.
Then it proposed increasing industry access to HHS agencies, streamlining regulation, lowering obstacles to private investment, and applying liability protections.
The government's own do...
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19.08.26 - 13:48
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Moderna-Aktien mit Kursrallye: Melanom-Studie zeigt erste Erfolge bei Krebstherapie, auch Biontech profitiert (Manager-Magazin)
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Der US-Biotechkonzern Moderna meldet in einer Studie positive Ergebnisse in der Behandlung von Melanomen. Die Aktie hebt ab: Moderna konzentriert sich wie der deutsche Konkurrent Biontech zunehmend auf Krebstherapien... --- Den Angaben der beiden Unternehmen zufolge reduziert der personalisierte Krebsimpfstoff Intismeran Autogene, kombiniert mit dem Krebsmedikament Keytruda von Merck & Co, das Wiederauftreten von Melanomen. Für moderne, mRNA-basierte Therapien wäre das ein wichtiger Meilenstein..
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17.08.26 - 12:06
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China′s pharma contractors rally as US supply chain pressures face industry resistance (SCMP)
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China's pharmaceutical contractors are showing financial resilience in the face of Washington's push to curb reliance on Chinese supply chains.
Analysts said investors were bullish because the US government's recent measures to curb Beijing's rise as a global pharmaceutical supplier had met resistance from industry players reluctant to give up China's cost advantages.
Hong Kong-listed shares of WuXi AppTec, Asia's largest provider of contract pharmaceutical research, gained 3 per cent on Monday......
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