Blog and Whitepapers
Recon takes an analytical look behind select developments in healthcare
- By Marc Herant
Preempting severe genetic disease
Around 2% of births come with a genetic disease, often with devastating impact. While some appear de novo (either from germplasm dominant mutations or from chromosomal accidents), a fraction are inherited (from the mother if X-linked, from both parents if autosomal recessive) and can be predicted (before conception) by gene sequencing parents. In a fascinating stu…
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- By Marc Herant
Preempting severe genetic disease
Around 2% of births come with a genetic disease, often with devastating impact. While some appear de novo (either from germplasm dominant mutations or from chromosoma…
- By Martha Deja and Marc Herant
Summary: Over the coming decades, Alzheimer’s disease threatens to become a huge drag on national well-being. To put things in perspective, by 2040, the US may be allocating more resources to the care…
- By Sarah Dolman
“media attention [is] on lead identification, probably because it sells headlines” – Greg Meyers, Chief Digital and Technology Officer, BMS[1]
The biopharma industry is known for its high risk and po…
- By Marc Herant
The new Humira?
It’s not that often that you see industry-sponsored head-to-head studies of one biologic vs. another, but Abbvie took the plunge comparing risankizumab (Skyrizi) to ustekinumab (Stela…
- By Phiona Nabagereka and Lilian Zhang
About the author: Phiona Nabagereka is currently a high school senior attending the Noble and Greenough School. She spent the summer of 2024 with Recon Strategy as a paid intern assigned a project to …
- By Lilian Zhang, Jason Brauner, and Marc Herant
We refresh a prior analysis of two cohorts of oncology development programs: one with first-in-human (FIH) in 2012, and the other with FIH in 2017H2. We use a Kaplan-Meier approach to track whether pr…
- By Marc Herant
The quest for solid tumor CAR-T
For all their success in hematological cancers, the track record of CAR-Ts against solid tumors has been disappointing (though see here for an exception). One key obsta…
- By Harry Sultan and Tory Wolff
What lessons can be drawn from Walmart’s precipitous shut down of its attempt to launch primary care, dental and behavioral health services? The Walmart Health management team (after some mid-stream …
- By Sarah Dolman
A PDF version can be downloaded here.
One of the major aims of the proposed BIOSECURE ACT[1] is to reduce supply-chain risks for pharmaceuticals, by penalizing firms that contract with China-based “bi…
- By Marc Herant
Hitting reset for the immune system
Every time I get into a new issue of the NEJM, I have a sense of anticipation as in “will this one have an article that blows my mind?” It doesn’t happen very often…
- By David Kaufmann, Marc Herant, Jason Brauner
Summary
After challenging conditions in 2022, deal-driven biotech spending appears to have picked up in 2023. To quantify this trend we have systematically reviewed deals announced during this period …
- By Marc Herant
A Chinese study uncovers a new use for an old drug
Bleeding in the small intestine is often due to vascular malformations and is difficult to diagnose and manage because 1) the area is hard to reach w…