Plains All American Pipeline

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Business

Idorsia's Latin American Gambit: QUVIVIQ Deal with EMS Signals Strategic Shift Amid Pipeline Scrutiny

Idorsia's exclusive licensing agreement with EMS to commercialize insomnia drug QUVIVIQ across Latin America marks a key step in its global expansion. The deal, involving $20 million in milestones and royalties, arrives as long-term data for its Fabry disease candidate lucerastat puts the spotlight on the company's broader late-stage pipeline and persistent financial pressures.

Business

Almirall's Valuation Puzzle: Undervalued Gem or Market Mirage?

Shares of Spanish dermatology specialist Almirall (BME:ALM) present a conundrum for investors. While recent trading has been volatile, a key valuation model suggests the stock is trading at a 7.8% discount to its estimated fair value. We examine the bullish case built on its pipeline, the risks it faces, and what the significant gap between its current and forward P/E ratios might signal.