Therapeutic Thursday: The Crowd Is The Problem. Everyone Has A Different Solution.
Two of pharma's most crowded fields, and no agreement on whether the answer is to crowd in further or step away.
Aakash has covered the pharma sector since 2018, writing on everything from clinical trial successes to industry setbacks that offer lessons for those who follow. He enjoys travelling, supports Manchester United, and is an avid gamer.
Two of pharma's most crowded fields, and no agreement on whether the answer is to crowd in further or step away.
Three ASCO readouts, three announcements that claimed more than the data supported — and one question the conference floor has been too busy to ask.
Cell and gene therapy has its first commercial products, its first profitable company, and its first wave of strategic exits. The exits are as informative as the deals.
The clinical logic is sound, the deal volume is real, and the differentiation question is getting harder to ignore.
You are reading this before anyone outside this room does. That is not a formality. The people who build something should be the first to see it.