A Five-Part Series on AI Drug Discovery Valuation Challenges Introduction I have no idea. That was my brilliant, insightful, memorable, put this on a t-shirt answer to the question posed…
Introduction Part I of this article proposed a framework to help guide the discussion around repurposing, which we define very broadly. Now, in Part II, we extend the framework and…
Introduction Repurposing was at one time a very popular strategy, with some of the earliest blockbusters being novel formulations (usually new oral sustained release versions) of existing products. Generous regulatory pathways (like…
Experts predict that 2026 will bring mixed outcomes in the industry, with caution in investment approaches dominating trends. Concerns about safety versus innovation persist alongside debates on licensing versus M&A. Execution quality is emphasized as crucial, potentially overshadowing compelling scientific narratives. Uncertainty remains about strategic effectiveness in navigating upcoming challenges.
In every industry, revenue is driven by a simple equation: Revenue = (Price per Unit) × (Units Sold) For most sectors, both levers are available. A company can raise prices,…
Finding myself with a lengthy layover at the Dublin Airport in Swords, Ireland, on my way to New York from BIO-Europe (and with a surprising lack of Guinness at the…
Poor Louie... Poor Louie King Louis XI of France (1423-1483) was an interesting character. At 17, he rebelled against his Father, Charles VII. Later forgiven by papa, he ascended to the…
In almost every out-licensing or investor presentation we see, there is likely a slide that shows the “Total Addressable Market” (TAM). And, it is always a very large number. The…
In July, 2025, GSK (UK) and Hengrui Pharmaceutical (China) executed a $12 billion license and option agreement valued at $12 billion, with $500 million paid upfront. The press release is…
I. Introduction In our industry, not all companies are built for, or even aspire to, worldwide reach. Many are geographically limited, with commercial operations confined to a single country (such…