The FDA moves to speed up biosimilar approvals to cut drug costs. This and more in this week's life sciences update. ... READ MORE >| The Real Economy Blog
In our previous analyses (2023[1] and 2024[2]), we tracked two oncology development cohorts using a Kaplan–Meier framework to visualize how quickly programs reach a terminal outcome—either an FDA approval or a discontinuation. We highlighted the growing use of expansion cohorts in FIH studies, and identified that commercial sponsors tend to move programs through development more […] The post Oncology Development Update: Winners, Losers, and the Ones Still in Play appeared first on Recon...| Recon Strategy
California launches state-branded insulin to tackle drug costs. This and more in this week's life sciences update. ... READ MORE >| The Real Economy Blog
Download a PDF of this paper here. A comprehensive slide-deck (including a breakdown by therapeutic area) and a complete list of assets deals are also available; click [datapack] to access. Earlier this year, we published a whitepaper on preclinical licensing deals that showed most deals publicize very different “biobucks” compared to what is collected. […]| Recon Strategy
Heart devices lead medtech’s summer financing surge. This and more in this week’s life sciences update.| The Real Economy Blog
Novo Nordisk’s GLP-1 drug Wegovy expanded its label to include the metabolic disorder known as MASH. Analysts say there’s room for many MASH drugs with the treatment landscape expected to shape up to include combinations of therapies bringing different approaches to this fatty liver disease.| MedCity News
Each week we highlight five things affecting the life sciences industry. Here’s the latest.| The Real Economy Blog
We explore four hypothesized value drivers of platform-based companies and evaluate the actual value achieved 10-15 years out from initial capital raise. We found that discovery platforms showed the highest lead asset success rates, significantly more out-licensing activity than non-platforms, and accounted for nearly all multi-asset approvals within our cohort. All platform types showed increased survivability and more licensing opportunities. The post Realized value of platform-based biote...| Recon Strategy
Merck's acquisition of Verona is the latest in a long line of "revenue acquisitions". How have prior mid-size biopharma revenue acquisitions fared?| Recon Strategy
Download a PDF of this paper here. M&A deals in biopharma often capture headlines for their large valuations, yet these figures rarely reflect the true financial return realized over time, as most fail during development. Typical deal-structures involve a modest upfront payment with more significant sums tied to development milestones – which allows buyers […]| Recon Strategy
As part of my pre-work for the No Patient Left Behind program, I’ve obtained a new certification entitled Biotech Unveiled: Understanding the U.S. Biomedical Innovation Marketplace and its Global Role from RA Capital Management. I highly recommend this *free* course, which articulates a Biotech Social Contract that – if consistently implemented by biopharma, payers, investors, […]| Natalie Hanson
Introduction In 2017, the FDA approved Luxturna for the treatment of Leber’s congenital amaurosis (LCA), marking the first gene therapy used for an inherited disease in the U.S. The curative potential of gene therapy garnered significant pharma industry interest over the next few years, with notable multi-billion dollar acquisitions from Novartis and Roche. Since that […]| Recon Strategy
To address the complicated healthcare landscape in the U.S., Pfizer launched a new direct-to-consumer virtual service called PfizerForAll. It follows Eli Lilly, which launched a similar product in January.| MedCity News
We can’t wait for others to find a solution to high drug prices. It’s clear what should happen in a functioning drug pricing market federally and in California, but it is not happening today.| MedCity News
NOWDiagnostics’ First To Know has FDA De Novo marketing authorization as a new test for syphilis. The at-home product needs only a single drop of blood to test for this sexually transmitted infection.| MedCity News
