BFHBiotech
@BFHBiotechEx-R&D at Regeneron. Now @ L.E.K. Biopharma Strategy. Investment focus: Neuro / Oncology
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Appreciated this article from LEK on first- vs. best-in-class drugs Unlike most academic work on this topic, LEK acknowledges the empirical reality that a majority of drugs fail to achieve commercial success, and strives to bridge that incongruity in their analysis (1/4)
The #biotech equity capital market in the 1H 2024 was the most active in the history of the sector at $28B 93% was in FOPOs, as public SMid-cap's raised much-needed cash IPOs were relatively dormant, one of the smallest % of the total in a decade (<7%) (data via Leerink)
Worst case scenario for $MLTX's SLK (IL-17A/F nanobody) at #AAD2023 this weekend: BIMZELX (IL-17A/F mAb) significantly underwhelmed vs expectations in HS on HiSCR50/HiSCR75. izokibep (IL-17A small kDa mAb) results are ambiguous due to more mild patients enrolled.
CBER Director Peter Marks once again overrode review staff in directing that $SRPT Elevidys receive full approval; OTP's Lola Fashoyin-Aje and Nicole Verdun supported CRL, as recommended by reviewers
Early digging into $INSM. Obv most value in Brensocatib but how to value TPIP given recent patent litigation between $UTHR and $LQDA? Minimal driver of $11B market cap - any thoughts?
Once again Derek saved me the trouble of wading through overstated stats on clinical success rates of “AI-discovered” candidates — using that term in its loosest sense. The breakdown on “AI-discovered” targets, meanwhile, is nothing short of comical. science.org/content/blog-p…
This is probably THE largest KRAS focused mutational database across human cancers I have seen, courtesy of @FoundationATCG & linked to outcomes. 23% of >426,000 adult cancers carry KRAS mutations. #OpenAccess in @Nature_NPJ #PrecisionOncology Details 👉🏽 nature.com/articles/s4169…
Once a drug developer reaches a $100 billion market cap it tends to be a lousy investment. As of Jan 4, 2022 it's still Johnson & Johnson $JNJ -- and then everyone else. Eli Lilly $LLY, Novo Nordisk $NVO, and AbbVie $ABBV sneak into the club every so often, but nothing durable.
This may be an unpopular opinion, but Moderna didn’t have any robust assets across its entire portfolio before COVID. They had many failures and problems before succeeding in COVID (but obviously I’m glad they did). $MRNA
Moderna's stock is down 13% this morning in pre-market trading after $MRNA announced interim Phase 1 results for its flu vaccine candidate. Saw a range of antibody titer jumps across four strains of 10x, 8x, 3x, and 2x. Doesn't look much better than Fluzone, per Jefferies:
Couldn’t agree more. Everyone assuming $XBI mean reversion will come quickly, but the sector has structural issues that are being ignored. Redundant science, indication crowding, diminishing differentiation on top of duplicative cash burn and financing requirement
Counterintuitive #facts from @IQVIA_global: #drugs are 14% to 18% of total #healthcare spending in most countries. Despite political rhetoric, U.S. drug spending is (and has been) in middle of the pack. drugch.nl/3lEZRD3 $$ = Net retail + non-retail spending
I put together the history of problems around Aduhelm (so far). It's a doozy. (Organized chronologically.) $BIIB 1/ Remember that aducanumab originally FAILED a clinical trial in both doses, failed a second trial in the low dose, and failed a pool analysis of both trials.
$GSK $ALEC GSK and Alector announce global collaboration in immuno-neurology for two clinical stage first-in-class monoclonal antibodies for neurodegenerative diseases gsk.com/en-gb/media/pr…
Cool new study from @Regeneron Identification loss-of-function variants in GPR75 gene that protect against obesity Het LoF carriers about 12lb lighter. Sequencing of 640,000 exomes identifies GPR75 variants associated with protection from obesity science.sciencemag.org/content/373/65…
For ANYone interested in pharma innovation, you’ll love the interview with Dan Skovronsky, CSO at @LillyPad - not just different but better-different… It’s always the quiet ones…! Video is here: lnkd.in/g3Q_4RQ Audio podcast is here: lnkd.in/g_6uF9p
The podcast took a couple of months out while I came back from Covid, but we're back with a bang - couldn't be bigger! Daniel Skovronsky is CSO at Eli Lilly and Company, who placed first on the 2021 Pharmaceutical Innovation Index.…lnkd.in/gz24Bas lnkd.in/g3Q_4RQ
Ginkgo says that NYSE and not Genentech had been holding $DNA. Which is definitely not what I was told years ago. Whatever the real history is, it’s not a biggie. Though this is a sacred ticker. endpts.com/ginkgo-nabs-dn…
Small Molecules of the Month - Apr. 2021 | bit.ly/0421smotm This month: An inhibitor that "glues" KRAS to cyclophilin A A targeted protein stabilizer An RNA-modifying enzyme inhibitor Wild! #chemtwitter #biotwitter
I’d like to see price competition but that has rarely occurred in pharma - in large part because the list price incentives for folks like PBMs actually discourage it!
The #ASCENT trial of Sacituzumab Govitecan in pretreated mTNBC is finally published on @NEJM ❗️Impressive achievement - with the anti-Trop2 ADC doubling OS vs chemo in this relevant unmet need (12.1 vs 6.7 months, HR 0.48) Congrats to all the authors! nejm.org/doi/full/10.10…
The 2021 Pharmaceutical Innovation and Invention Index, White Paper now available Congratulations to: 1 @LillyPad 2 @Roche 3 @Regeneron 4 @SeagenGlobal 5 @Incyte 6 @GSK 7 @sanofi 8 @AstraZeneca and @pfizer 10 @GileadSciences and @Novartis ideapharma.com/pii/?utm_sourc…
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