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Recon takes an analytical look behind select developments in healthcare

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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 appr…
About the author: Chisom is currently a high school senior attending Boston Latin School. She spent the summer of 2025 with Recon Strategy as a paid intern assigned a project to research the effect of…
Exercise with cancer: it’s about more than fitness Retrospective observational studies very frequently highlight the correlation of various lifestyle characteristics with outcomes, but most of the tim…
A new AJMC study from consulting firm Recon Strategy is the first to show how advanced primary care techniques, previously proven in older Medicare populations, could also deliver substantial savings …
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.   Ear…
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.
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