Alexkesin
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Overview
Ruminations about biotech and drug development - one overly earnest blog post at a time. Click to read Alex Kesin's Pharmacopoeia, a Substack publication with thousands of subscribers.
News
China has caught up in biotech. How screwed are we?
On July 19th, Yoni Ben-Shimon and I are hosting a half-day Bay Area retreat to dig into the ideas in this piece. We're bringing together biotech operators and policy people. If that's you, apply here.If you have successfully avoided Biotech Twitter recent
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Side Effects May Include Artificially Inflated EPS
Belshazzar's Feast (Rembrandt, c. 1635-1638)You wake one morning from uneasy dreams and find yourself transformed in your bed into the CEO of a mid-cap publicly traded pharmaceutical conglomerate. Stranger things have happened.There's no time to dwell on
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Pharma Is Hollywood, Roughly
Of all the new drugs introduced in the United States between 1988 and 1992, the top decile by revenue captured 56% of cumulative sales over the next eleven years. Of the 361 new therapeutic agents the FDA approved between 1995 and 2014, the 25 best-seller
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They Put a TB Vaccine Where?!
Every year, roughly 83,000 Americans are diagnosed with bladder cancer. Of those, about 70-75% have what's called non-muscle-invasive bladder cancer, or NMIBC -- meaning the tumor hasn't grown into the muscular wall of the bladder. It's still on the surfa
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