Discovery Research From The Editor
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From Ally To Adversary: BIO's Swift Rebuke Of WuXi
4/5/2024
The CEO of the Biotechnology Innovation Organization (BIO) spearheading expulsion of WuXi Apptec relied on WuXi Biologics as CEO of the biotech he founded. More on this and some breaking news on the U.S. government's accusations regarding WuXi, from Chief Editor Louis Garguilo.
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Gene Circuits And Biofabs: Building The Evolution
4/1/2024
Can’t find a bio fabrication plant for your gene circuits? Chief Editor Louis Garguilo has located a candidate. It arrives in a for-contract, state-of-the-art capability being carved out by an emerging biopharma. Circuits and biofab described within.
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Outsourcing Through An Industry-Government Battle
3/25/2024
A PhRMA survey concludes 63% of member companies expect to shift at least some of their r&d investment away from small molecules as a result of the new legislation called the Inflation Reduction Act (IRA). But a lot of this movement has been ongoing for almost 20 years. So what's the real scene, as the industry and government are at loggerheads.
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Impacts Of The Inflation Reduction Act (IRA)
3/18/2024
Jesse Mendelsohn, a "pharmaceutical regulatory compliance and government pricing” guru, who manages a life sciences group of over 100 consultants, says currently the biggest disruptor to our industry in 2004 is the Inflation Reduction Act (IRA), the 2023 legislation passed by Congress and signed into law by President Biden.
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What Investors Teach Us About CDMO Selection
3/12/2024
“My advice to a biotech when outsourcing to a CDMO is really understand what you want. I don’t mean this as a criticism, but selecting a CDMO is most often not within your circle of competence." Advice on overcoming that deficit from a successful biotech and CDMO investor.
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Is WuXi AppTec An Enemy Of The State?
2/20/2024
I have zero sympathies for the Chinese communist regime. My stance on tariffs and other economic and market-access blocking measures to combat the regime is more ambivalent. But is WuXi AppTec an enemy combatant against the citizens of the U.S., as proposed legislation assumes?
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Why Are Cell-Therapy Outsourcers Unhappy? Investors Know
2/19/2024
Some private research indicates cell-therapy sponsors aren't happy with outsourcing options. In this part two with a successful investor, we find out how that sentiment might change for the better.
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A Future Renaissance At Catalent? Employees Think So
2/8/2024
Re Monday's news of the purchase of Catalent by Novo Holdings, the seminal question we needed a more definitive answer to is: What specifically is planned for Catalent as a CDMO? Chief Editor Louis Garguilo got some answers. “Customers have been calling me continuously,” said one Catalent executive he spoke with.
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Beyond (And Better Than) mRNA: T Cell Vaccines
2/1/2024
During an extraordinary discussion with a historic biotech entrepreneur, he matter-of-factly interjects, “We’re leaving mRNA vaccines in the dust and moving onto a different approach to vaccines.” That ‘dust-generating’ approach is a proprietary T cell-based platform. And it has COVID and many other implications.
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Creating T Cell Vaccines In The Sands
1/25/2024
Like others, Saudi Arabia has been dependent on vaccines supply from abroad. That’s about to change. According to the CEO of Emergex, the Saudis intend to produce a new generation of vaccines – predominantly based on "T cell priming, the next step beyond mRNA vaccines.”