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Posts tagged with "Business and Markets"

  • Alzheimer's Disease

    Bad Investments

    Here are some sequels to stories I’ve written about here, things that have had some new chapters added to them. First off, this 2015 post mentions the steep drop in shares of Clovis Biotechnology, brought on by a rather sudden revision in the announced clinical performance of their lead drug (the covalent kinase inhibitor rociletinib). Well… Read More
  • Business and Markets

    One Of Those Binary Events for AbbVie

    Back in late 2015, I wrote about cancer stem cells, the idea that some tumors are driven by populations of slow-dividing stem cells. The theory has been that these are always going to be in there fighting against your efforts to kill off the downstream tumor cells, so unless you find a way to target… Read More
  • Business and Markets

    On Lies, and Liars

    ]\Today’s topic is “lies”. We will start with the cases of Elizabeth Holmes and Ramesh (“Sunny”) Balwani, of Theranos. As the world knows, Theranos was not what it was represented to be – John Carreyrou of the Wall Street Journal and his extraordinary demolition job on them showed that beyond doubt. But remember… Read More
  • Business and Markets

    Where’s All That Money Going? (Pharma Edition)

    There’s a lot of repatriated corporate money sloshing around these days thanks to the recent tax code changes. The larger pharma companies were certainly beneficiaries, with lots of foreign operating profits that they didn’t want to bring back to the US under the formerly higher corporate tax rates – you’ll recall that this… Read More
  • Business and Markets

    Pay Your Money and Hold Your Breath

    In another example of the white-knuckle here-we-go nature of the drug business, Bristol-Myers Squibb announced this morning that they’re doing a huge deal with Nektar Therapeutics for their immune stimulant drug candidate, NKTR-214. Well, actually, they’re not getting the drug, because the development deal is non-exclusive. And theyR… Read More
  • Business and Markets

    Bristol-Myers Squibb Sows Confusion

    Yesterday was a weird day for Bristol-Myers Squibb. The company announced the results of a highly anticipated clinical trial, one combining Opdivo (nivolumab) and Yervoy (ipilimumab) in lung cancer patients. As those who follow this area know, BMS has been losing ground to Merck for the last year or two, as Merck’s Keytruda (pembrolizumab) ma… Read More
  • Business and Markets

    Drug Synthesis In Printed Reactors

    I’m still trying to get my bearings with this new paper from the Cronin group at Glasgow. What it proposes is a new style of API (active pharmaceutical ingredient) production. Instead of being done in bench- or process-scale lab glassware or in production-plant reactors, these syntheses take place in 3D-printed reactors, connected together in… Read More
  • Business and Markets

    Hospitals Making Drugs?

    This story from the New York Times got a lot of attention yesterday, and understandably so. It’s fundamentally about the shortage of some generic drugs, a problem that’s been with us for some years now in one form or another. My own belief is that much of this is a regulatory problem, and I note… Read More
  • Business and Markets

    Inside Scientific Information?

    Here’s a question that came up in the comments the other day, after I wrote about the recent publication suggesting possible immune-response problems with the Cas9 protein used in CRISPR. That paper sent the stocks of the major companies in the area down about 10% (well, mostly, and only after people had a weekend to… Read More
  • Biological News

    CRISPR and Axovant: What the Market Thinks

    Let’s go to the NASDAQ for some insight on a couple of recent biopharma stories. First off is Axovant, a company that’s interesting in a number of distressing ways. I last wrote about them here, after their Alzheimer’s candidate came up short in the clinic, which was a development that surprised no one who had… Read More
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