Month: September 2022

BIG PHARMA'S OLD MODEL IS BROKEN : throw huge amounts of money at R&D and hope that something emerges. This spurred the commonly quoted myth that it costs a billion dollars to come up with a new drug. Only true if your broken innovation system is vastly inefficient. Combine that with the bizarre fact of the Patent Cliff, and innovation is the last straw before complete collapse. It takes great pain to stimulate change in comfortable environments. Finally the world of drug discovery is changing, and changing radically. http://lnkd.in/e4P48y View in LinkedIn

THE EUROPEAN INNOVATIVE MEDICINES INITIATIVE is backed by 1 billion in EC money. Europe is showing great leadership with this gutsy move. Would any of this really happened without The Crisis, and The Patent Cliff? Pain and innovation are bedfellows. A startup founder with fear and hunger can leap mountains. A complex society of multiple nations can best rise to the occasion when the house is burning down.. http://lnkd.in/Q4Um_N View in LinkedIn

CRITICAL IP ADVICE for tech companies. http://lnkd.in/uG3u39 View in LinkedIn

EMULATION TRUMPS ENVY. Boston's biotech success has shown the possible. It is a great model for other nascent clusters. Learn from history and avoid repeating old mistakes. http://bostonherald.com/business/business_markets/2013/01/our_biotech_industry_%E2%80%98envy_world%E2%80%99 View in LinkedIn

THE "ANGEL BUBBLE": MIND THE GAP! The disproportionate level of early stage seed funding versus a flatliner in Series A has lead to a situation that the London Underground has long warned passengers about: Mind The Gap! If remedies are not forthcoming (crowd-funding for Tech companies, tax initiatives, public funds for startups to name a few),these young companies will hit the proverbial air bubble. With all the flurry out there of open innovation, Pharma consortiums, public access drug libraries, and crowd-funding, there are possible confluent paths that can help this issue. http://lnkd.in/UWHaD2 View in LinkedIn

THE OBAMA JOBS ACT AND EQUITY CROWD-FUNDING. Read this helpful guide if you are interested in equity crowd-funding. http://lnkd.in/65QVbv View in LinkedIn

ANOTHER CROWD-FUNDING MUST-READ. http://lnkd.in/CnZ8Tc View in LinkedIn

ANALYSTS HAVE TRADITIONALLY DISLIKED BRAND-GENERIC COMBINATION COMPANIES, but there are many reasons to challenge this prevailing false assumption. Bolting on a revenue stream that is not as difficult to achieve as a new brand drug gives a company operating and R&D revenues. Impax Labs has successfully funded its R&D efforts from sales of generics, and without that capital source would have needed to finance R&D externally. Rethink sustainable business models. http://lnkd.in/D-5Ye6 View in LinkedIn

LANGUAGE AFFECTS THINKING in numerous ways. Redefining words, as this author persuasively suggests, can profoundly change attitudes. She suggests redefining the word RISK. An excellent start. Another to consider in Europe and Japan is AMBITION, which carries negative baggage in both geographies. A worthy experiment! http://lnkd.in/9gmJZh View in LinkedIn

READ THIS GOOD REVIEW OF BIOTECH IPOs SINCE 2000. Liquidity drives VC investments. There are two main liquidity paths: IPOs, and M&A. Without liquidity events, investors cannot get their ROI. Unfortunately the IPO exit has been miserable for biotech, and the slack has not been taken up substantially by acquisitions. " "While these trends tend to be cyclic, the current downturn has a very chilling effect on investments. http://lnkd.in/tvw_Kb View in LinkedIn