Helen Thomas, WSJ, today wrote about possible dangers coming if Big Pharma is going to cluster all its R&D spend around fairly few diseases. In doing so, she opines that they may have just traded developmental risk for marketing and thrid party payer risk.
Can everyone chase the same lead candidates? And do we need 33% of the R&D spend on inflammation and oncology applications that are only estimated to account for about 17% of te revenue in the market? On the surface that looks risky. Hep C and diabetes might also be two disease areas which have disproportionate activity given the size of the pie.
Yes, success breeds imitators but there's a limit as to how many can share. Too many sheep following the same path will likely result in some meeting the wolf's jaws along the way. See Fierce Biotech.
Posted by Bruce Lehr Feb 24th 2014.