TYPE 2 DIABETES: Efficacy comparison of oral GLPs vs injectable Ozempic 2mg

OBESITY: Efficacy comparison of oral GLPs vs injectable Wegovy 2.4mg

Upcoming oral GLP-1s milestones

Four proposed designs for seamless Phase 2/3 trial Seamless Phase II/III Design: A Useful Strategy to Reduce the Sample Size for Dose Optimization

Conventional v/s New framework for Oncology Drug Development

The State of Emerging Therapeutic Companies June 2023 by David Thomas, CFA at BIO

Historic SmidCap (XBI) performance for June #ASCO23

Lastly, the companies that have fallen >95% since product approval

2014-2016 era coming back? 2017-2021 company performance post approval was disheartening

Biotech: LONG The Launch ? Appreciation since drug approvals

If Semaglutide (Wegovy/Ozempic) given to everyone w/ obesity (21% under Medicare claims): It will cost $136B or 94% of the entire Medicare Part D spending

Oncology multiples have declined from historically higher levels, while Metabolic has steadily increased

Any guess which disease area added the most market cap? **mainly driven by LLY at ~$404B and NVO at ~$281B

The pharmaceutical sector has continued to democratize since 2003. While big pharma has grown, other parts of the

Anyways - Source: Torreya

Among 53 relevant deals, >80% were completed with the standard Hart-Scott-Rodino (HSR) waiting period (30 days)

FTC has a relatively permissive track record on BioPharma M&A **M&A divestitures required by the FTC have been due to threats to current or future generic competition

Who got the ALPHA !

Venture dollars flow into Radiopharma

M&A activity in Radiopharma

ADCs vs Radiopharma: Boxed Warnings For Various Toxicities

More on ADC targets -

For chemists, the AI revolution has yet to happen Derek's response - "it’s a lack of reliable data to feed into these systems, coupled with a severe shortage of reliable negative results" Also on BAI news

Creating new standards For eg in NCSLC - "The median duration of first-line therapy in 2022 was more than seven times what it was in 2011 and now first-line therapy duration is at nearly two years compared to just three months in 2011"

Who is "dealing" in AI? (Biotech AI-focused partnerships)