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Posts tagged with "Business and Markets"

  • Business and Markets

    Does An Insurance Company Really Want to Develop New Therapies?

    Via David Shaywitz on Twitter, I’ve been seeing comments from the insurance company startup Clover Health that raised my eyebrows a bit. The misalignment between existing health insurers and their customers is that insurers view customers in terms of annual income instead of customer lifetime value. This is where (Vivek) Garipalli believes Cl… Read More
  • Business and Markets

    Following Up

    Here’s a question that I’m not sure if there’s a general answer to: if you’re putting together a drug discovery portfolio, what percentage of the projects should be new ones, and how many should be some form of follow-up? I say that there may not be a general answer because every place I’ve worked has… Read More
  • Business and Markets

    Head Counts and Profits

    I’ve been meaning to link to this article by Frank David at Endpoints, on “leaner and meaner” pharma organizations. For many years now, the story has been about how drug companies are shedding staff, but David says that more recently, that hasn’t been the whole story: From 2011 to 2015, employee numbers actually increased at… Read More
  • Business and Markets

    China’s Biopharma Rise

    This story by Damien Garde at Stat is well worth a look. It goes into a question that people in biopharma have been asking themselves for some years now: when does China move from a contractor to a competitor? This was brought home by the recent results at the ASCO meeting from Nanjing Legend, who… Read More
  • Business and Markets

    Mylan Begins Harvesting the Crop It’s Sown

    There’s an interesting fight going on inside Mylan Pharmaceuticals. They, of course, are the longtime generic drug maker whose EpiPen prices have (understandably) made them a lightning rod for complaints about drug pricing in general. This New York Times article will give you the flavor of the company, and most unappetizing it is: To understa… Read More
  • Business and Markets

    Is Drug R&D Spending Going Up or Down?

    I wanted to be sure to mention this piece by Frank David on drug industry R&D spending, not least because I’ve pounded away several times on that topic myself. He’s writing about a short paper in Nature Reviews Drug Discovery that he and Richa Dixit have published (you can contact him for a PDF if you… Read More
  • Biological News

    Turmoil in Immuno-oncology

    Immuno-oncology! It’s such a big deal, let’s just do what everyone in the field is doing and call it “IO”. The recent successes in this area have rearranged every company’s oncology strategy, in some cases rearranging its entire oncology portfolio right out the door. There are several possibilities open to you now, if… Read More
  • Business and Markets

    Zafgen’s Second Act

    F. Scott Fitzgerald was a very good writer, but one of his most famous lines is about as wrong as it can be. It’s actually a cliché to point out the complete wrongheadedness of “There are no second acts in American lives”, such are the huge number of counterexamples. And that goes for biopharma, too. I’ve written… Read More
  • Business and Markets

    Marathon Pharmaceuticals Cashes Out

    You may recall Marathon Pharmaceuticals, the small company that announced plans to sell a long-used steroid treatment (Emflaza, deflazacort) in the US to Duchenne muscular dystrophy patients. The price was set to go up steeply, since the company was awarded years of market exclusivity by the FDA (under their program to reward orphan-drug indication… Read More
  • Business and Markets

    Lose Money Now! Ask Me How!

    Some readers will remember some odd moves in small biotechs like Galena Biosciences, Cytrx, and Lion Biotechnologies, among others. It can be hard to keep track, because there’s a lot of odd behavior down in those companies (here’s another recent example with Cyclacel). Here’s a welcome update to the earlier stories, courtesy of t… Read More
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