Latest
15
Jul
Recursive Evidence and the Fat-Tailed Risk of HTA Circularity
It begins, as all good policies do, with a peer-reviewed article. A study from 2013 estimates the cost of a
5 min read
14
Jul
New Funds on the Block: The First-Half Year Check-In on Biotech VC & PE
The first half of 2025 has seen a wave of new venture capital (VC) and private equity (PE) funds dedicated
27 min read
13
Jul
What Are Drug Targets? A Sceptic’s Guide to Molecular Bullseyes
1. Introduction: The Gospel of the Target
In the parlance of modern pharmaceuticals, few words carry the theological weight of
5 min read
12
Jul
The Algorithmic Mirage: How AI's Promise in Drug Discovery Risks Inflating Expectations
I. Introduction: The Double-Edged Scalpel of AI in Drug Discovery
The relentless pursuit of new medicines remains a cornerstone of
21 min read
11
Jul
Magic Bullets, Reloaded: The Global Rise of Antibody–Drug Conjugates
The Return of the “Magic Bullet”
In 1908, the German scientist Paul Ehrlich coined the term “Zauberkugel” – magic bullet – envisioning
25 min read
10
Jul
Pharma’s Perennial Patent Cliff: Crisis or Routine Cycle?
The Next Big Patent Cliff Looms
Pharmaceutical investors are once again bracing for what industry insiders ominously dub a “patent
11 min read
09
Jul
Royalty Financing Rescues Biopharma: A H1 2025 Global Analysis
The first half of 2025 saw an unprecedented surge in royalty-based financings and structured revenue deals across the biopharmaceutical sector.
42 min read
08
Jul
High Ideals, Inside Deals: Biotech’s Lab Leaks of the Financial Kind
Trials, Errors, and Timely Trades
In the rarefied world of biotech, miracles in the lab often meet murkier practices in
12 min read
07
Jul
THE PANEL DISCUSSION FROM HELL
A Corporate Pastoral in Four Acts
By one who has seen the lanyards and despaired.
DRAMATIS PERSONAE
* CLAIRE DU VAGUE
7 min read
06
Jul
South Korea’s Innovation Leadership at a Crossroads (2025 and Beyond)
South Korea’s rise from a war-torn nation in the 1950s to a global technological powerhouse is nothing short of
33 min read