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Recon takes an analytical look behind select developments in healthcare

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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…
The biopharma industry is known for its high risk and potential high reward, but R&D costs have skyrocketed over the past century, delivering diminishing returns on investment. Despite breakthroug…
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…
This post, by a high school senior who spent the summer with Recon Strategy as a paid intern, explores the literature on doula support for pregnant mothers to complement traditional care to both impro…
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…
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…
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 …
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…
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…
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