Content type

GSK’s Blenrep Faces Constrained Market Prospects Due To Regulatory And Competitive Challenges

Pharmaceuticals / United Kingdom / Tue 12 Mar, 2024

Key View

  • GSK’s latest Blenrep (belantamab mafodotin) trial results will improve the drug’s outlook as a potential multiple myeloma drug treatment, but recent regulatory challenges cast doubt over a potential market re-entry.
  • Due to a highly competitive multiple myeloma drug market companies will continue seeking label expansions in earlier
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UK Inflation To Fall Below Target By End 2024

Country Risk / United Kingdom / Thu 01 Feb, 2024

Key View

  • The Bank of England (BoE) held Bank Rate steady at 5.25% on February 1 2024, marking the fourth rate hold in a row. The BoE has clearly entered a holding pattern, which we expect to extend well into 2024.
  • We anticipate that the BoE will begin to reduce rates in H2 2024, with 75bps of cuts pencilled in by end-year.
  • Although our
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UK Election: Labour To Win, Landslide Not Expected

Country Risk / United Kingdom / Wed 24 Jan, 2024

Key View

  • Our core timeline for elections – required to be held by January 2025 - foresees the UK electorate heading to the polls in H2 2024, probably in October. However, we do not rule out elections being called earlier.
  • We retain our long-held view that the Labour party will capitalise on their established poll lead, winning a majority
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Quick View: UK–Switzerland Mutual Recognition Agreement A Positive For Financial Services

Banking & Financial Services / United Kingdom / Wed 03 Jan, 2024

The Latest: On December 21 2023, the UK and Switzerland signed the Berne Financial Services Agreement, a wide-ranging deal that sees the two markets mutually recognise each other’s regulatory regimes in financial services. British banks, asset managers, investment services firms and insurance brokers will now be able to service Swiss clients

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UK GDP Revised Lower, 2024 Recession Remains Likely

Country Risk / United Kingdom / Fri 22 Dec, 2023

Key View

  • On December 22, the Office for National Statistics released the second estimate of UK Q3 2023 GDP, which saw two big revisions: growth in Q2 2023 was revised from +0.2% q-o-q to zero growth and Q3 from zero growth to -0.1%.
  • In response, we have lowered our 2023 growth estimate from 0.5% to 0.3% while we held our 2024 forecast at
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Quick View: AstraZeneca Enters Increasingly Competitive RSV Vaccine Market With Icosavax Acquisition

Pharmaceuticals / United Kingdom / Fri 15 Dec, 2023

The Latest: On December 12 2023, AstraZeneca announced it has agreed to acquire US-based vaccine manufacturer, Icosavax. Under the terms of the deal, AstraZeneca will pay Icosavax USD800mn upfront, with further payments due if certain regulatory and sales milestones are reached, which could potentially take the deal to USD1.1bn. Icosavax uses

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Bank Of England To Stay On Hold Well Into 2024

Country Risk / United Kingdom / Thu 14 Dec, 2023

Key View

  • The Bank of England (BoE) held Bank Rate steady at 5.25% on December 14, marking the third rate hold in a row. The BoE has clearly entered a holding pattern, which we expect to extend well into 2024.
  • We anticipate that the BoE will begin to reduce rates in H2 2024, with 75bps of cuts pencilled in by end-2024.
  • In spite of a weak
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