India Biopharma to Hit $195B by 2035: Bernstein
Bernstein said India’s biopharma market could reach $195 billion by 2035, citing six innovation “rainmakers” that may add $70–75 billion, including 505(b)(2) NDAs, orphan indications, drug-device combos, repurposing, metabolic peptides, and RNA/cellular therapies like CAR-T. Bernstein initiated coverage on six pharma/healthcare stocks, naming Zydus Lifesciences, Lupin, and Sun Pharma as Outperform; Biocon and Mankind Pharma as Underperform; Aurobindo Pharma as Market-Perform.
MAY 24·Simply Wall Street→
The Bull Case For Vertex Pharmaceuticals (VRTX) Could Change Following Health Canada’s Review Of Suzetrigine
Health Canada has accepted Vertex Pharmaceuticals' New Drug Submission for suzetrigine, a non-opioid acute pain inhibitor, for review. This development could expand Vertex's market beyond the U.S. and is expected to contribute to the company's 2026 revenue goals. While not immediately transformative, the review helps diversify Vertex's portfolio beyond cystic fibrosis and supports its long-term revenue and earnings growth projections, which suggest a significant upside to its current stock price.
MAY 23·Foreign Policy Journal→
Biogen Inc. (NASDAQ: BIIB) Navigates Alzheimer’s Drug Trajectory After Leqembi Updates
Biogen (NASDAQ: BIIB) is managing expectations for its Alzheimer’s drug Leqembi, which received full FDA approval but has seen slower-than-anticipated commercial uptake. Despite challenges in patient identification and reimbursement, Biogen anticipates accelerated adoption as infrastructure matures. The company is refocusing its pipeline on neuroscience and rare diseases, while analysts remain mixed on the stock's future, with upcoming quarterly earnings and Leqembi sales data being key catalysts.
