Insights
Recon takes an analytical look behind select developments in healthcare
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- By Marc Herant
A hammer finds new nails (which happen to be eyeballs)
The insulin growth factor receptor 1 (IGF-1R) was once upon a time a popular cancer target pursued by multiple biopharmas each with their own hum…
- By Marc Herant
Calendaring care
The length of our sidereal year is an accident – we happen to be circling a G2 star from which the habitable zone where free surface liquid water can exist lies at around 150,000,000 …
- By Tory Wolff
Warburg Pincus, the new majority owners of CityMD, a 68 site urgent care chain, will need to bring plenty of capital to an urgent care industry approaching its endgame. CityMD competes on a national s…
- By Marc Herant
Working Paper
Summary
Drug companies are naturally incentivized to price their drugs under assumptions of optimal clinical value, i.e. as high as possible. Payers react to this by setting stri…
- By Marc Herant
Gene therapy for sickle cell disease
Typical diseases targeted by gene therapy are those for which there is a defect that prevents the production of a functional protein needed for normal life; remedi…
- By Marc Herant
A knock at the door of a monster franchise
Adalimumab (Humira, Abbvie) is the best-selling drug on the planet with the bulk of sales coming from patients suffering from rheumatoid arthritis (RA). It i…
- By Marc Herant
An innovative modality to suppress PCSK9
Antisense technology relies on the concept that it is possible to interfere with the cellular genetic machinery in very specific ways by deploying short RNA se…
- By Jason Brauner
The public debate on drug pricing has sharpened markedly over the past year. We are seeing more political scrutiny and media coverage, including the blowback on Mylan’s EpiPen pricing, tweets from now…
- By Marc Herant
Successful use of CAR-T therapy in a solid tumor
Chimeric Antigen Reception T-cells (CAR-T) are immune cells molecularly engineered to seek out and destroy cancer cells; the push to develop them into …