Drug Delivery's Consolidationist Argument
Executive Summary
Recent dealmaking among drug delivery firms indicates that some companies, at least, see a value to offering a breadth of technology pharmaceutical clients.
You may also be interested in...
Drug Delivery's Product Risk and Reward
The great recognition of the drug delivery industry is that technologies don't sell--only drugs do. The result: drug delivery start-ups today must be drug companies, selling their best shot at using their technologies to create highly differentiated drug products. To do so, start-ups are pursuing two different visions. On the one hand are those who try to do as little as possible to the underlying molecule, thereby reducing risk and cost while relying on their system for product differentiation. On the other are those who believe that only important modifications to the molecule, or at least a deep understanding of the biology underlying a specific compound's therapeutic role, permit fundamental improvements in treatment.
US Q1 Consumer Health Earnings Preview: Label This One Historic And Challenging But Promising
US OTC drug and supplement firms’ reports of results for the first three months of 2024 began on April 19 with P&G. JP Morgan analysts say while “some retailers in the US in particular” are reducing consumer health inventories, for the overall sector they expect “a healthier balance of positive volume and lower pricing contribution.”
Keeping Track: Cancer Approvals From Lumisight Imaging To Adjuvant Alecensa
The US FDA’s approval of Lumicell’s optical imaging agent Lumisight makes a dozen novel approvals in 2024 for the Center for Drug Evaluation and Research.