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Targeted Protein Degradation: has seen early clinical de-risking data for several TPD programs, largely for validated targets that continue to prove out this modality's utility. However, there has yet to be a “wow” moment for the field
Source: WF
Current TPD Tech - https://t.co/f0XT1ltnpn
Have seen diff. interpretation of pharma's evolution
Below is from torreya - https://t.co/5aU3KWc8ox
Biopharma’s Dark Data Problem
bio-itworld.com
Trends
Sarah Owen and • 8 cards
TAM estimates by therapeutic area
Drug Developers will want to book mark
From BMS R&D Day
Oncology 2030
Lung: $61B
MM: $31B
NHL: $27B
Prostate: $20B
Immunology 2030
Pso: $33B
C... See more
The company landscape for artificial intelligence in large-molecule drug discovery https://t.co/NSaEoA41qp
A new analysis highlighting how AI-based approaches are being applied in large-molecule drug discovery, the companies developing these approaches and their pipelines https://t.co/NhbafyjsOX
Bernstein buries the lede on $CDMO negative operating leverage.
Might subscale CDMOs in expansion mode have to to raise capital as they burn cash? https://t.co/NC4Oynqq1I
Interesting. Funds with great track records have no problem raising but it sounds like emerging managers and those outside the top performers are having a tough time. With more biotechs staying private longer, may impact the overall biotech universe in a significant way. Less supply. HT @Biohazard3737
Daphne Zoharx.com
Biotech Math (Pharma Edition)
Or, how the blockbuster model impacts everything in the industry
First, let's gather some data for the top 10 pharma companies:
It's clear these businesses have incredible leverage: a 3.5% increase in revenue translates to a ~8% incr... See more