Ward Capoen

After several years of dismal market activity, 2024 is already looking up for deals in the pharmaceutical industry, with a recent flurry of billion-dollar mergers and acquisitions. Is this trend being driven by the impending loss of revenue caused by soon-to-expire blockbuster drug patents? And what does it mean for earlier-stage biotech startups?
Bankruptcy, closures, and layoffs – oh my! But it’s not all doom and gloom for the biotech boom. Innovation is still in demand, and although the VC landscape is changing, companies are still able to find funds.
The stock market value of biotech companies has been crashing lately, bitterly reminiscent of the dot-com bubble burst in the early 2000s. Should investors and startups be panicking? Or might there be a silver lining to this stormy cloud?
Moderna Therapeutics has never really been a typical biotech. Sure, nowadays it is world famous thanks to its COVID-19 vaccine, which has resulted in an $80 billion market cap and projected sales of $18.4 billion for 2021. But the path to success has not been that of a standard biotech’s journey. Through ups and downs, controversies and triumphs, here’s the fascinating story behind the rise of Moderna and the creation of its COVID-19 vaccine.
Complete paradigm shifts in medicine are rare, but there have nevertheless been several major examples in the past hundred years. Treatments and approaches that seemed set in stone one decade can easily seem silly the next, as new information about the disease or underlying biology comes to light. Hindsight grants us clarity, but sometimes the factors that lead us down a particular treatment path can be as arbitrary as a feud between colleagues. Might there be paradigm shifts looming in oncology, neurology and more, triggered by a return to previous treatments?
In a recent article, we discussed how the most prescribed drugs are usually indicated for common noncommunicable diseases. These include chronic conditions like diabetes, heart disease, GERD and mental health issues. Regarding treatment innovation, these prevalent diseases are often underserved when compared to less common, but more profitable, orphan diseases. In this article, we look at some of the underlying factors causing these noncommunicable diseases and what could be done to prevent them.
With the soaring cost of drugs for rare indications, many biotech and pharmaceutical companies are focusing R&D efforts on orphan diseases. Will the pendulum swing back towards more common maladies? When will the price of drugs start to fall? In this month’s VC views, V-Bio Ventures examines the current business model for rare diseases.
The American Society of Clinical Oncology (ASCO) just held their annual gathering in Chicago. The event coincided with some interesting new developments in the field of early cancer detection, as well as news of significant new investments in the oncology space.