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Pharmaceutical industry trends

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The Growth Imperative: Why The Next Big Pharma Competitor Could Be Google Or Apple

   by Jacob LaPorte    240
The Growth Imperative: Why The Next Big Pharma Competitor Could Be Google Or Apple

In a seminal work published by McKinsey & Company – The Granularity of Growth, a detailed study of the performance of the 100 largest US corporations over the two most recent business cycles – a key finding emerged: top-line growth is vital for survival.

To dig a bit deeper, the study found that a company whose revenue increased slower than the growth of U.S. GDP was five times more likely to falter in the next cycle than a company that expanded more rapidly. Companies have a “Growth Imperative,” which is to either “grow or go,” the authors concluded; in other words, companies must grow faster than their peers or else be left behind.

[Interview] The Rise of Quantum Physics in Drug Discovery

   by Andrii Buvailo    411
[Interview] The Rise of Quantum Physics in Drug Discovery

Computer-aided drug design (CADD) is a central part of so-called “rational drug design”, pioneered in the last century by companies like Vertex. Over the last decades, CADD had great influence on the way new therapeutics are discovered, however, it also showed limitations due to modest accuracy of computational tools.  

The majority of software tools used for computational chemistry and biology rely on molecular mechanics -- a simplified representation of molecules, essentially reducing them down to “balls and sticks”: atoms and bonds between them. In this way it is easier to compute, but accuracy suffers greatly.

In order to gain adequate accuracy, one has to account for the electronic behavior of atoms and molecules, i.e. consider subatomic particles -- electrons and protons. This is what quantum mechanical (QM) methods are all about -- and the theory is not new, dating back to the early decades of the 20th century.  

Big Investments for Human Microbiome Research

   by Tim Sandle    1421
Big Investments for Human Microbiome Research

Major companies on the scene include Second Genome, Enterome, and EpiBiome. In addition, several new startups have entered the field. Amongst the most active investors, Global Engage reports, are Seventure Partners, Flagship Pioneering and BioGaia. In fact there are some 120 companies investing in analyzing data relating to the human microbiome. To take one example, companies such as uBiome are developing genomic tests meant to identify and diagnose harmful microbes in the body.

Will 2019 Bring Positive Signals for the Declining Antibiotics R&D Market?

   by David Shlaes    782
Will 2019 Bring Positive Signals for the Declining Antibiotics R&D Market?

Antibiotic R&D has had a particularly bad year starting with The Medicines Company who abandoned their antibiotic R&D efforts and sold their antibiotic assets to Melinta late last year right after getting approval for vabomere. This year both Sanofi and Novartis abandoned their antibiotic R&D efforts and divested their clinical and preclinical assets. Allergan, holder of the North American rights to ceftaroline, dalbavancin and ceftazidime-avibactam, also announced that they would divest their antibiotic assets. I have not heard that they were successful. Achaogen has now undergone two efforts at “restructuring” involving virtually eliminating all R&D and has essentially put up the “for sale” sign just after achieving approval for plazomicin. Finally, Melinta abandoned their antibiotic R&D efforts in the face of miserable sales of their recently launched antibiotics including delafloxacin and vabomere.

Democratizing Artificial Intelligence For Pharmaceutical Research

   by Andrii Buvailo    1319
Democratizing Artificial Intelligence For Pharmaceutical Research

Over the last five years the interest of pharmaceutical professionals towards machine learning (ML) and artificial intelligence (AI) has measurably increased -- while only one “AI-related” research collaboration involving “big pharma” appeared in the news in 2013, the number of such events increased up to 21 in 2017 alone, involving some of the top pharma players like GSK, Sanofi, Abbvie, Genentech, etc.