Stock Watch: Cancer Combination Therapies Face Rising Bar
Additive Improvements Are Getting Harder To Demonstrate
Improving efficacy by combining drugs has been a mainstay of cancer therapy but adding new targeted drugs together based on very early-stage data is not working out, especially when one of the drugs is barely active on its own.
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Biotech CEOs often express surprise when the FDA rejects their drugs. But collaborative interactions between regulators and drug sponsors count for little if the latter fail to adjust their clinical and regulatory efforts accordingly.
The era of follow-on medicinal chemistry has largely been eliminated by more comprehensive patent protection. Nowadays, investors trade on the differences in safety and efficacy for similar molecules.