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Posts tagged with "Business and Markets"

  • Business and Markets

    Stock Cults and the Coronavirus

    Let’s take a few minutes to talk about biopharma stocks in general – or to be more precise, about some of the people who invest in biopharma stocks. There’s a lot of weird behavior in this area, and the pandemic has amplified it. I refer specifically to the “stock cult” mentality that will be familiar… Read More
  • Business and Markets

    Formulating RNA – And Owning It

    Headlines appeared last night about Moderna losing a patent case that affects its coronavirus vaccine work. I know from long experience on this blog that any discussion of patent and IP issues has an effect on my readership traffic numbers that looks like I’m paying folks not to click on my links that day, but… Read More
  • Academia (vs. Industry)

    What Happens to University-Based Biotech Startups – And Why

    Here’s a useful article that looks at the fate of university-licensed startup (ULS) life sciencecompanies over the last few years. There are more and more such companies (a greater than tenfold increase in their number since 1990), but a comprehensive look at success rates (and how such rates vary according to the universities involved) has… Read More
  • Business and Markets

    Spinning Off

    We’re seeing an interesting convergence of big pharma business strategies these days. Merck has announced that it’s going to spin off about half its health-care products – the slower growing half – into a new company. But that’s half by head count; those drugs are only about 13% (6.5 billion) of the company’s sal… Read More
  • Business and Markets

    EQRx’s Challenge, And My Challenge to Them

    It’s time to talk about a new venture called EQRx. This has made quite a splash in the last few days at the JP Morgan investor conference, and it’s been launched by Alexis Borisy (involved with founding and/or helping run CombinatoRx, Foundation, Blueprint, WarpDrive Bio, Editas, Relay and others) with the aim of generating cheaper… Read More
  • Business and Markets

    Merck and Its Ransomware Problems in Court

    Well, this story is not specifically about the drug industry, although anything that shuts Merck down for two weeks, costs them around a billion dollars, and disrupts the US drug supply chain certainly has some relevance to it (!) I’m talking about the 2017 NotPetya ransomware attack. Merck was one of the high-profile corporate victims… Read More
  • Business and Markets

    Another Shot at Major Depression Fails

    This is a big day for clinical trial data, and unfortunately it didn’t get off to a very good start. Everyone is waiting for more data on Biogen’s Alzheimers program later today, but another anticipated trial has already read out. Sage Therapeutics made quite a few headlines in 2017 and 2018 when their trials of… Read More
  • Alzheimer's Disease

    Amgen and Neuroscience

    So Amgen has exited the neuroscience area, with a good-sized round of layoffs at their research site Cambridge. The company has a migraine drug (Aimovig) that they’ll continue to support, and they’ll stick with their existing clinical programs, but it looks like all the early-stage stuff is gone. What does this mean? Not as much… Read More
  • Business and Markets

    The Last of Stemcentrx

    The final implosion of the Stemcentrx deal is worth a note, although I said a lot of what I have to say about it back in December. I want to especially emphasize two points I made back then – first, that the failure of this whole acquisition is different only in degree, and not in… Read More
  • Business and Markets

    Startups And Their Publications

    How much does scientific publication matter? For once, we’re not going to be talking about its role in academia (partly because it obviously means quite a bit there!) No, how much does it matter in industry? Specifically, at highly valued biomedical startups? That’s the subject of this new paper by John Ioannides and co-authors, and… Read More