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But along with enthusiasm in areas as diverse as phenotypic screening, drug repositioning, and CT analysis, we are also finding a growing skepticism: what is real and what is hype? An example often cited by skeptical clients are the problems surrounding IBM Watson Heal...

September 19, 2017

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 wi...

September 13, 2017

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 t...

September 5, 2017

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, con...

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