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Posts tagged with "Business and Markets"

  • Business and Markets

    Institutional Memory

    This is a topic that came up in the comments section of a post last week, but it’s important enough that I wanted to give it some exposure here on the front page. It was a question from someone outside the industry, who asked about how companies can retain “institutional memory”, what with all the… Read More
  • Business and Markets

    Celgene Complications

    Is Bristol-Myers Squibb going to buy Celgene or not? Most such deals go through, but the exceptions are big ones (such as Pfizer’s bid for AstraZeneca). The uncertainty has come in because of yesterday’s announcement from Wellington management, the largest institutional holder of BMY (8% of common shares) that they oppose the deal. You… Read More
  • Business and Markets

    Breakthroughs, Sort of

    We’re all familiar with the FDA’s “breakthrough” designation for drugs (and drug indications) in the clinical trial/approval process. Opinions vary on the whole idea – useful way to prioritize regulatory attention, PR device for all involved because they’re handing ’em out like Halloween candy these days, o… Read More
  • Business and Markets

    The Clinic Giveth And Most Definitely Taketh Away

    There have been some pretty dramatic clinical trial results coming out recently, and unfortunately drama is a variable that can take either a positive or a negative sign in front of it. On the plus side, MacroGenix, a company that not many people had been paying attention to, announced results of a head-to-head trial of… Read More
  • Business and Markets

    Nivien’s Shot

    Have you ever heard of Nivien Therapeutics? Unless you follow the oncology world pretty closely, probably not. But they are – well, were – a startup out of Harvard that was working on a promising approach to overcoming chemotherapy resistance in pancreatic cancer. Now that’s what we call an “unmet medical need”, consid… Read More
  • Business and Markets

    Bristol-Myers Squibb and Celgene

    So our big biopharma news this morning is Bristol-Myers Squibb buying Celgene, for $74 billion. I don’t think anyone saw this particular combination coming, so congratulations to those involved for running a tight ship. It looks at first glance like Celgene shareholders are getting a pretty good deal out of the offer, and I would… Read More
  • Business and Markets

    Worse Than Useless

    Time for another look at AbbVie’s work on Rova-T (an antibody-drug conjugate targeting the tumor antigen DLL3), and for some hard thoughts about what drug development is really like. The last time I wrote about this program, things didn’t look good. Now they look even worse. A Phase III trial of the drug has been… Read More
  • Business and Markets

    Whatever Happened to Insourcing? The Case of AMRI/Lilly

    Albany Molecular (AMRI) has been a big name in contract research for many years now. They’ve had a lot of twists and turns in their history, including being taken private a couple of years ago after having taken on a good deal of debt by acquiring other companies in turn. But it sounds like they’re… Read More
  • Business and Markets

    Big Cuts at Bayer

    So the Bayer/Monsanto deal has gone through, and its sequel is exactly what you think it is: job cuts. About 10% of the company’s global work force is being let go. As some readers may know, I’ve already experienced the joys of losing a job as a result of a big Bayer move (in my… Read More
  • 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
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