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Yearly Archives: 2014

March 3, 2014 no comments

Medicalizing biomarkers – the sure-fire road to commercial success

Creating new drugs is a process fraught with risk.   The risk involved with discovery and early development is obvious, but increasingly the greatest risk lies at the very end of the process: winning a decent market for your approved product.

 

But history teaches us there is a sure-fire trick to eliminate a large portion of both the technical and commercial risk from drug development.  A trick that has arguably yielded more blockbusters than any other approach: medicalizing biomarkers.

 

For sure, only a handful of biomarkers have undergone this transition – from something diagnostic to a target for intervention – but those that have, have yielded eye-watering drug sales.  Drugs to treat elevated LDL-cholesterol (such as Lipitor™ atorvastatin), elevated blood pressure (such as Diovan™ valsartan and other angiotensin receptor antagonists) or elevated fasting glucose (such as insulin and more recently GLP-1 agonists) have garnered countless billions in sales over the last two decades.

 

The industry will always push the boundaries to justify adoption of new biomarkers as therapeutic targets in their own right

The reason for their success is obvious: unlike complex disease phenotypes, its trivial (and usually very cheap) to identify the significant portion of the population with the elevated biomarker.  Its also straightforward to demonstrate, during clinical development, the impact of the treatment on the biomarker.  So the development risks are much lower than for drugs where unambiguous demonstration of impact on a complex clinical phenotype is required.

 

And the commercial risk is lower too.  Provided the link between the biomarker and disease is well-accepted, medical practioners, payers and patients alike are keen to embrace prevention rather than treatment when the disease itself manifests (perhaps much) later.

 

To the chagrin of the pharmaceutical industry, there are but a handful of such mother lodes to mine.  Hypercholesterolemia, hypertension and hyperglycemia are the only diagnostic measures that are universally accepted to justify intervention in the absence of any clinical symptoms.

 

Not surprisingly, therefore, we see a drive from the industry to expand the list – with elevated triglycerides and low testosterone in the vanguard.  After all, once regulators, doctors or even patients can be persuaded that a new biomarker requires treatment in the absence of symptoms, it would open up a brand new treasure chest.

 

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January 23, 2014 no comments

Even odds-on favourites can lose: lessons from the Prosensa story

With the details from the DEMAND-III study, the …

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January 3, 2014 no comments

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With thirty-nine approvals from the FDA, 2012 triggered …

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December 10, 2013 comments

Monte Carlo models of drug R&D focus attention on cutting costs – Part 1

There is a theme behind many of DrugBaron’s …

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December 9, 2013 comments

Monte Carlo models of drug R&D focus attention on cutting costs – Part 2 (the caveat!)

“So DrugBaron tells me that drug discovery and …

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October 24, 2013 comments

Evidence that “pick the winners” is precisely the wrong strategy

The asset-centric platform at Index Ventures is built …

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October 2, 2013 no comments

PheWAS – the tool that’s revolutionizing drug development that you’ve likely never heard of

Late-stage attrition kills returns on pharma R&D investment.  …

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September 9, 2013 comments

Asset-centric project financing is AN answer – not THE answer

As In Vivo blog noted last week, asset-centric …

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September 4, 2013 comments

Platform Technologies – the foundations of big pharma or their nemesis?

It has often been said that one of …

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August 19, 2013 comments

Dendreon proves the risk of investing in “Silver Medal” companies

Once upon a time, getting a drug approved …

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