In my previous blog post, I suggested that the market size for gene-modified T-cell therapies would be roughly $9 Bn in 10 years, with a range of around $5 - $20 Bn. In this post I will provide some structure for this wide range by breaking out five key factors that will help guide you in interpreting what happens over the next few years. Three of these factors are clinical and scientific: the products and their indications (this one is the most obvious); performance against

Over the last two months, several news events have brought CAR-T cells to widespread public attention, the most prominent of which is the FDA approval of the first gene-modified cell therapy, for children with a type of leukemia who have failed other options. The new therapy, Novartis’ Kymriah (tisagenleucleucel; CTL019) is the first in a novel class of treatments known as CAR-Ts, or Chimeric Antigen Receptor T-cells. These are T-cells that are isolated from a patient’s blood

I’ve been involved with Digital Health since 2012. At that time, the industry was espousing how Digital Health was ready to explode – applications were going to be prescribed by physicians; men, women, and children would readily adopt these solutions as they had Facebook and texting; physicians would be “led” through artificial intelligence to make better-informed diagnoses and treatments. While there have been some interesting pilots and plenty of new entrants into the marke

In the NY Times article, “Take the Generic, Patients Are Told. Until They Are Not.”, Pharmacy Benefit Managers (PBMs) were called out for pushing branded products over generics to patients. PBMs are primarily responsible for developing and maintaining the formulary, contracting with pharmacies, negotiating discounts and rebates with drug manufacturers, and processing and paying prescription drug claims. They predominately work with insurers, self-insured companies and governm