@smead2 Will be interesting to see if Posdinemab (directed against a similar epitope) is any more successful. I doubt if $UCB will continue the programme given Roche have returned rights.

@BowTiedBiotech Maybe. Still lacks the scale & breadth of China though. Compare Wuxi & Syngene for example. Order of magnitude of difference.

@aloktayi Early stage, you can live with a range (imo) which includes the key variables as described above

@joshglancy @JewishNewsUK I suggest following @SpencerGuard who has written authoritatively about this subject for some time

@BowTiedBiotech @bradloncar So what's the risk of a $BHVN type approach writ large; BP spinning off "daughter" parts to remain big but manageably so?

@ideapharma OTOH I think companies are genuinely trying to move away from “shots on goal”. On the other, herding remains a big issue. Quite the contradiction.

@Sports_bios I suspect the administration is also looking seriously at drug manufacturing especially in low tax countries (ROI, Singapore etc).

@learnbiotech And investors only have a very limited view of the decision making process.

@yaireinhorn @CRISPRTX @VertexPharma @MHRAgovuk @CrisprSam @SickleCellUK @guardian The net price is never disclosed btw but assume it’s a 20% discount on the figure quoted and may use a more sophisticated means of calculation.

@georgemagnus1 You could also argue that US/ China competition will include other frontier technologies (quantum computing, fusion) as well as pharmaceuticals (a big change of late).

@ideapharma @RachelReevesMP @Keir_Starmer @hannahkuchler @AstraZeneca I think the term is "planned stagnation"

@nathanbenaich @drrichjlaw @vonderleyen How many consultants did they hire to produce this graphic?

@wessiedutoit We are a very performative country.

@Brad_Setser That is interesting given US Pharma has been importing drugs from Ireland for a decade or more. All the big names ($PFE, $MRK, $ABBV etc) have set up shop in the ROI.

@havivrettiggur You guys have become so bourgeois!

@AppleHelix $RNAC?

@JewishSpaceLazr There is also the incantation of cliche-often a variation of "never again", as if the invocation of words alone is sufficiently potent to forever banish evil.

@Mike_Taylor1972 Source: IQVIA: A rebound for sure but no breakout IMO