Pullan Consulting
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linda@pullanconsulting.com    (805)-558-0361

Older Pullan's Pieces


 

Click on the issue number to the left of the topics to jump to the page with that issue.

Issue

Topic

#80 March 2013

A new tool for DNA editing

Pharma makes most of its money from “old” drugs

Bacteria in the brain

Brain injury an autoimmune disease?

First new mechanism TB drug in 40 years

Who spends the most on R&D?

More VCs going without syndicates

Her2 drives breast cancer stem cells in the absence of Her2 amplification

Off-label use in oncology

#79, February 2013

Deal numbers for 2012 – not good

VC investments down

M&A numbers down, but sales multiple up

Licensing deals down, especially Phase 1 & 3

Modeling VEGF and BDNF forming blood vessels

Rethink our failures – more orphans coming?

Male cells inside female brains - Microchimerisms

#78, January 2013

My top trends of 2012

Generics and biosimilars – important, hard and sometimes dangerous

Productivity challenges

A mixed economy for the drug industry

Pressure on pricing and value

New success with high risk approaches

Tech is changing health care

#77, November 2012

Targets for platform technologies

Top licensing and JV deal makers

VC investments

Challenges of partnering early innovation

Human cells respond to bacterial quorum sensing

Pricing problems all over the place

#76, October 2012

 Help your deals lawyer

 When is bioequivalence not enough?

  IPOs, Exits in US and China

 Pharmaceutical Compounding and Risks

 Deals:  University Collaborations

 R&D, earnings and jobs UP

 Help your deals lawyer

 When is bioequivalence not enough?

 IPOs, Exits in US and China

#75, September 2012

Biggest risk for pharma - demonstrating value

DEAL:  Onconova and Baxter sign European deal for Phase III cancer drug

Corporate VC investments back up for Q2

Ex-Amgener starts an incubator, Ventura BioCenter, and a Fermentation Seminar

DEAL:  Atlas funds put to work toward prenegotiated deal with The Medicines Company

Biggest risk for pharma - demonstrating value

DEAL:  Onconova and Baxter sign European deal for Phase III cancer drug

Corporate VC investments back up for Q2

Ex-Amgener starts an incubator, Ventura BioCenter, and a Fermentation Seminar

#74, August 2012

Genes can be patented, says Appeals Court

Diarrhea drug is 1st oral med to get extra from Medicare as new technology

What we did not know!

Part 1.  Protein takes 2 very different structures and 2 jobs

Part 2.  The brain has a newly discovered waste disposal

DEAL:   Novartis rewards U Penn's high-risk translational work

DEAL:  Is RNA hot?  RNA deal of Regulus and AstraZeneca

#73, July 2012

Product licensing deals a mixed picture?

 Amyloid trial in Alzheimer's fails - just intervention too late?

 Crowd-funding for biotech

  VC funding and firms down, M&A up with big VC exits

#72, June 2012

Outcomes Research rushing ahead, before the rules are set

 T cells move like sharks and other predators

 FDA reviews faster than EMEA or Canada, but more cycles

 With big Phase III expenses, should we have more conditional approvals

 Old targets, versus the challenge of pitching the new

#71, May 2012

Clinical Development Success Rates

 Funding Trends:  VCs, IPOs, M&A

 Hubbub for disease definitions for psychosis, autism

 A few miracle patients get ALK diagnostic adopted, but at what cost effectiveness?

 16% of cancers from infection- Now where did that number come from?

#70, April 2012

The Skeptical VC or Partner

 The Black Queen Hypothesis- Eliminating Genes with Outsourcing

 Getting Fired from your own Startup

  Cancer cell line encyclopedia of genetics and drug response

 Bruce Booth on business models and critical success factors

 Are Genes Patentable?  Myriad Case Heads back to Supreme Court after Prometheus Decision

#69, March 2012

Big Trend of 2011, VC funds and Series A UP, IPOs raise less money

 Austerity means continued government pressure on drug prices

  AstraZeneca sues FDA over Seroquel Generic Labels

 Oncology Deal Making Panels say "Good opportunities scarce and valuable"

#68, February 2012

R&D Costs and Dropping Productivity

Who owns what?  Agios deal triggers a lawsuit

 www.e-Prognosis.org - a web tool to predict likelihood of death

Science behind the benefits of exercise and massage

Tau versus Amyloid in Alzheimer's Disease

#67, January 2012

Visions of a grand biotech future?

 New Teva CEO is former deal maker for BMS-- What will change?

 A glass half-full and a need for optimism

#66, December 2011

Big pharma R&D productivity falls; Roche CEO believes "me too's" will be squeezed

 Life Science Venture Capital down 21% for 3rd quarter

 Biotech building boom in Boston/Cambridge, Bay Area

 Clearing the body of senescent cells could slow aging

 Small IPOs decline from 80% to less than 20% of all IPOs

#65, November 2011

Avastin fails on appeal to keep breast cancer approval in US; Roche will do a trial with VEGF-A as biomarker

New support for startups in House bills?

 Stanford incubator pays its entrepreneurs; U Michigan invests in startups.

Personalized Medicine TV

#64, October 2011

Trends transforming the business of oncology

Quantum mechanics in biology?

Pricing challenges for incremental innovators

 A software algorithm to score VC investment requests at Right Side Capital Management

 Green fluorescent tags cancer cells for excision

 Signaling pathways have low information, requiring multiple cells to chatter

 FDA conservatism decreases VC funding, especially in areas with high safety hurdles

 More projects at Phase III a cause for optimism on industry productivity

#63, September 2011

Patent reform creates first-to-file system in the US

 Antibodies and payloads

 Big company to get funding for development from small company

 Gamers solve tough protein folding problem

 Richard Hsu’s blog and my “10 Considerations in a Life Science License”

 Great ideas for spurring biotech

#62, August 2011

House members try to shorten 12 years of biologics exclusivity

 Tufts:  CNS drugs are tough to develop

 M&A up in the first half of 2011 - returns to VCs up too

 What makes a great partnering meeting?

 Myriad gene patent upheld in appeals court

 Big buzz on results with genetically modified T cells, but....

#61, July 2011

Biotechs raise more money; VCs cautiously increase seed stage

 NSCLC screening- reduced mortality by 20% but 95% false positives

Comparing Lilly and Pfizer paths to growth

Investors getting returns in licensing deals

#60, June 2011

Drama in deal making for a lung cancer diagnostic

 ASCO take-aways:  longer survival and longer treatment

 Supreme Court says Bayh-Dole does not mean inventions are automatically owned by the university

 Real benefits from NIH (and biotech and pharma)

Check out my post on "leave pieces"

 

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