Hints and tips:
...Mark Schoenebaum, a veteran pharmaceuticals analyst at Evercore ISI, the investment bank, described the failure as “the biggest clinical surprise of my career”....
...And Mark Schoenebaum of Evercore ISI asks this: “Why is biotech and pharma getting crushed today”?...
...“Wow,” said Mark Schoenebaum, a veteran pharmaceuticals analyst with Evercore ISI. “This is a major surprise, possibly the biggest clinical surprise of my career.”...
...Mark Schoenebaum, analyst at Evercore ISI, says that Mr Martin’s move to the chairman role was not a big surprise, and that his successor, John Milligan, has been de facto chief executive for some time....
...Mark Schoenebaum, an analyst at Evercore ISI, says the results prompted members of his team to start “calling their mothers and fathers, telling them to switch to this drug”....
...Mark Schoenebaum, an analyst at Evercore ISI, said: “Today’s news is a negative for Lilly and we anticipate that investors will also likely read across negatively to Merck, whose CETP inhibitor, anacetrapib...
...Schoenebaum, an analyst at Evercore ISI....
...Mark Schoenebaum, an analyst at Evercore ISI, points out that large-cap biotech groups have always shown a willingness to do transformational deals....
...Mark Schoenebaum, an analyst as Evercore ISI, said the data “appear to open the door to competitors”....
...Mark Schoenebaum, an analyst at Evercore ISI, said: “Today’s data . . . essentially confirm that the combination of Opdivo and Yervoy in melanoma provides meaningfully greater efficacy than for the [single...
...“I’m making the call that Amgen and Sanofi won’t play ball, that they will not give the [pharmacy benefit managers] what they want here — dramatic discounts,” said Mark Schoenebaum, an analyst at Evercore...
...Mark Schoenebaum, an analyst at Evercore at ISI, said: “Ian Read is a big thinker and I bet he will do something big in 2015, either a deal or buy his own stock back, but he is not going to sit around and...
...“When I look at valuations, the old way I used . . . no longer works,” says Evercore ISI analyst Mark Schoenebaum....
...Vamil Divan, an analyst at Credit Suisse, said the results had “hit the ball out of the park”, while Mark Schoenebaum, an analyst at Evercore ISI, said “the magnitude of the efficacy improvements was really...
...Mark Schoenebaum, a biotech analyst at ISI, tweeted that confusion surrounding the sector is “humbling”: Horrible day in biotech. I’m frankly at a loss for an explanation....
...“The discount is a spread that accounts for the risk of a deal not happening and the time it would take to actually close the deal,” said Mark Schoenebaum, head of healthcare research at ISI Group....
...“There is a massive rotation from growth to value going on,” said Mark Schoenebaum, biotech analyst at ISI....
...Mark Schoenebaum, senior biotechnology and pharmaceutical analyst at ISI, said: “You can definitely make the argument that biotechs no longer look cheap, but it’s difficult to argue they look horrifically...
...“You could argue for much higher price to earnings than we are currently seeing,” says Mark Schoenebaum, biotech analyst at ISI....
...Schoenebaum, healthcare, biotechnology and pharmaceuticals analyst at ISI Group, ahead of the earnings release....
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