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Posts tagged with "Business and Markets"

  • 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
  • Business and Markets

    Bill Ackman, Pompey, and You

    It’s been about a year since Valeant Pharmaceuticals fell apart into a pile of smoldering rubble. As that link details, its biggest investor and biggest fan, Bill Ackman, was at that point down several billion dollars on the investment, and things did not get any better. His fund sold out of its Valeant position last… Read More
  • Business and Markets

    PCSK9: Real World Data Arrives, Unfortunately

    So, PCSK9. A wonderful story of genetics-based drug discovery, and a huge commercial opportunity. People with loss-of-function PCSK9 genes have very low LDL cholesterol, with no other ill effects, and people with gain-of-function mutations have chronically high cholesterol. That’s about as good as the validation gets, so a number of drug co… Read More
  • Business and Markets

    PARP Inhibitors Do It Again

    When we last looked in on the long-running saga of PARP inhibitors around here, Tesaro had posted excellent clinical results for their compound and re-invigorated the whole field. At the time, I wrote “It’ll be quite interesting to see the clinical results of the other PARP compounds in this light. You’d expect more differences to… Read More
  • Business and Markets

    The Soon-Shiong Hype Machine

    I have long been suspicious of people who use the word “moonshot” in the context of biomedical research. It’s lazy shorthand for “We’re going to spend a lot of money in a shorter period of time than usual”, and (as has been pointed out time without number), that approach was pretty suitable for the Apollo… Read More
  • Business and Markets

    Marathon’s Real Costs

    Endpoints has done a great breakdown on the actual costs that Marathon Pharmaceuticals is likely to have incurred while bringing their wildly overpriced old generic steroid to the US market. They did no new registrational studies in the clinic, in case you’re wondering. There was a drug-drug interaction study, ADME work, that sort of thing… Read More
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