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Epoch 8: Biopharma Productivity Crashes

Epoch 8: Biopharma Productivity Crashes

R&D Productivity, Blockbusters, Cost of Drug Development

Feb 26, 2023
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BowTiedBiotech
BowTiedBiotech
Epoch 8: Biopharma Productivity Crashes
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Welcome to the 26 NEW Biotech Innovators who have joined us this month! If you haven’t subscribed, join the 1088 researchers, investors, operators, academics, clinicians and entrepreneurs by subscribing here:

Hello Avatar! Welcome back for another week of biotech analysis. This week we are going to discuss R&D productivity.  Specifically we are going to dig deep into the popular and much discussed annual Deloitte report on the topic.  Our analysis will run through not only how R&D productivity has been dropping, but also what the specific drivers of the decline are.  Finally we will explore potential paths forward for restoring R&D productivity to a growth trend.  While there is certainly a big role for biotech in this equation, there remains a problem with full alignment to pharma’s near term needs and goals.  More on this below!

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As a reminder, the purpose of the BowTiedBiotech substack is two-fold. Primarily, we aim to provide our scientist audience the tools to build a biotech company and ultimately translate their ideas into medicines for patients.  Secondarily, biotech investors may find this substack useful as we will be providing weekly market updates of the public AND private markets as well as heavily leveraging current financing events as teaching examples.

Going forward we have migrated to a hybrid format. The Thursday market update will remain free. However, we will move the Monday stock alerts and Sunday expert insights columns behind the paywall ($5.33/month).  Given that our readers are a high IQ group, you will recognize the time sacrifice on our end to continue crank out quality output 3x per week. We appreciate your support!

Enough shilling for the day, lots to cover this week, let's get started!

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