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Posts tagged with "Business and Markets"

  • Business and Markets

    The Dark Side of a Wonderful Investment Story

    Biopharma investing has been a constantly erupting geyser of cash these last few years, and wherever there is that amount of money flying around, you will find people ready to help make it disappear. And you’ll find people who are willing to stretch the truth in any way that they find necessary to get in… Read More
  • Business and Markets

    Anarchist Drugs For All. Yeahboy.

    I’ve had numerous requests for my opinion about this article, so here it comes: it’s largely bullshit. It’s about “a volunteer network of anarchists and hackers developing DIY medical technologies”, and I can see why Vice.com is running the article, because that drugs/anarchists/hackers combo is absolute catnip to thei… Read More
  • Alzheimer's Disease

    Biogen and Eisai: Let the Alzheimer’s Arguing Commence

    Well, the tease is over: Biogen and Eisai have released data on their Alzheimer’s antibody, BAN2401. And the situation is messy, as many had feared. The top-line results are mostly positive, but there are several confounding factors that make them a matter of argument (see below). The companies were scheduled to go public with the… Read More
  • Business and Markets

    Welcome to Right to Try

    Update: Brainstorm has now abandoned their Right-to-Try approach. Who’s next? That didn’t take long. That didn’t take long at all. The federal “Right to Try” bill was just signed the other week, and we already have a company that’s willing – no, eager – to try it out. I will now cruelly caricature som… Read More
  • Business and Markets

    That Other Kind of Job

    This tweet by ChemJobber caught my eye over the weekend. He’s referencing an article in the New Yorker on “The Bullshit-Job Boom”, which is a review of this new book by David Graeber at the London School of Economics. Graeber’s thesis is that there is a higher and higher fraction of the labor market occupied… Read More
  • 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
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