Ozempic kicked off a craze for weight-loss drugs, but Eli Lilly and Novo Nordisk may not dominate obesity the way they have dominated diabetes.
Fundamental Thinking
The perspectives of Harding Loevner’s sector and industry analysts on a range of investment topics.
Planet of the Myopes: Can Contact Lenses for Kids Solve the World’s Vision Problem?
The screens we can’t seem to live without are contributing to alarming rates of myopia, or nearsightedness, around the world. Cooper is betting contact lenses that slow the condition are a viable solution, but will kids wear them?
The Maturation of mRNA: Will Moderna and BioNTech Ever Be More Than Viral Sensations?
Their vaccines helped beat back a global pandemic, shattering pharmaceutical sales records in the process. Now comes the hard part.
Update: The Vaccine Race Investment Case Enters a New Phase
After a pair of stunning announcements, two biotech upstarts take a big step toward approval, and toward potentially charting a less-travelled path to long-term profitability.
Hearing Aids for All—Sound Good?
How new regulations and direct-to-consumer distribution models play out for the hearing industry is—much like these tiny marvels of technology themselves—likely to be complicated.
Untested: The Investment Case Behind the Race for a Coronavirus Vaccine
As the candidates hurtle toward the finish line, modelling the long-term profits for one of the most audacious undertakings in the history of science remains a separate challenge.
A People’s War: China and the Coronavirus
China was the first country to confront COVID-19 and appears to be the first to recover. The solidarity and tenacity of the Chinese people were key reasons for the success, writes Harding Loevner Analyst Jingyi Li.
A Bitter Pill: Why Big Pharma’s Era of Big Profits May Be Expiring
Pharmaceutical companies, pressured by buyers to lower drug prices, find their high profit margins threatened.
A Prescription for Growth? Why Pharma Companies Are Testing New Tactics to Refill Their Drug Pipelines
Many pharmaceutical companies are shifting away from large acquisitions, instead opting to buy smaller firms with riskier, earlier-stage drug candidates. Others are experimenting with new strategies altogether.
Are Biosimilars the Next Big Growth Opportunity for the Pharmaceutical Industry?
As top-selling biologics begin to lose patent protection, some drug makers are investing heavily to meet anticipated demand for biosimilars. Yet the high cost and complexity of these new drugs pose a risk to expected profits.
Big Data Infects Life Itself
As algorithms reshape the life sciences, who will make it big?
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