Insights
Recon takes an analytical look behind select developments in healthcare
Keep up with Recon Strategy Insights
Get an email each time we publish a new article
Search
- By Lilian Zhang, David Kaufmann, Jason Brauner, and Phil Berk
Introduction
It has become a truism in the pharmaceutical industry that new product performance is more often divergent from pre-launch forecasts than on target. In fact, less than 24% of major produ…
- By Phil Berk and Marc Herant
It is strategic planning season at many pharma companies. Even more than most years, planning strategies against a robust set of macro-scenarios will be crucial to mid- and long-term success. While hi…
- By Nicholas Buhay and Sarah Dolman
Download a PDF of this paper here.
M&A deals in biopharma often capture headlines for their large valuations, yet these figures rarely reflect the true financial return realized over time, …
- By Marc Herant
Hematopoietic stem cell (HSC) gene therapy for hemophilia
Roctavian and Hemgenix are in-vivo gene therapies where an AAV vector delivers a functional copy of the defective gene to hepatocytes, the phy…
- By Lilian Zhang and Nikhil Bhojwani
For years, digital biomarkers have seemed like a promising way to transform drug clinical trials, yet their adoption journey has been uneven. We’ve watched as the excitement for Proteus's ingestible …
- By Allison Cremer, Nikhil Bhojwani, and Jason Brauner
In February 2025, the FDA gave IND approval to United Therapeutics for the first xenotransplantation clinical trial, which followed a series of high-profile transplants via the compassionate use pathw…
- By Dan Lee and Jason Brauner
Introduction
In 2017, the FDA approved Luxturna for the treatment of Leber’s congenital amaurosis (LCA), marking the first gene therapy used for an inherited disease in the U.S. The curative potential…
- 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
Working paper:
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 th…