Licensing "niche buster" (aka orphan) drugs to augment their revenue shortfalls will be less risky then continuing to pursue internal development of those increasingly more elusive, small molecule blockbusters.
More orphan applications though can be expected to slow down this process somewhat and result in somewhat longer timelines to approval. There may also be more of a move toward collaborations between larger players to further reduce risk and costs associated with getting orphans licensed.
This is just another example of adaptation and changing models that we can continue to expect to emerge as the industry goes through some significant change and restructuring.
Posted by Bruce Lehr April 8th 2010