Jonathan Gardner
@byjongardner.bsky.social
📤 89
📥 33
📝 28
Senior reporter, BioPharma Dive
I've listened to hundreds of conference calls with pharma execs and never has there ever been a "we need to be able to build factories faster" regulatory ask in any of them.
6 months ago
0
1
0
Strange typo/tag/suffix at the end of the
#LLY
Q1 press release today.
6 months ago
0
1
0
Leerink's David Risinger asking
#ABBV
execs the broad Q that's on my mind re:
#biotech
#pharma
: "The industry is facing 3 major US government risks actions that are harming biopharma innovation, including significant FDA disruption and questioning of proven medical science, tariff threats ..." 1/4
6 months ago
1
0
0
#MRK
acknowledges $200 million in "costs related to tariffs implemented to date," knocks a half-percentage point off gross margin guidance.
6 months ago
0
1
0
There is an absolutely mind-blowing number of abstracts from Chinese scientists of cancer drugs developed in China at
#ASCO2025
. Meanwhile, the USA is trying to impede trade with China at the same time as it handcuffs its great engine of biomedical innovation, the NIH.
6 months ago
0
1
0
This might be a bit of an exaggeration, but it really looks like the investment case for $HIMS is "the FDA will consider Ozempic to be in shortage forever."
8 months ago
0
0
0
One of the $LLY pipeline removals was volenrelaxin for heart failure (very bottom rectangle). Longtime
#biotech
watchers will remember that $NVS worked for years on a recombinant relaxin in heart failure before they decided to prioritize Entresto. Someday, a drugmaker will crack the relaxin puzzle.
9 months ago
0
0
0
Leaving aside any evidence on vaccine efficacy and safety, and any beliefs about abortion, this has been a disaster of a hearing for Robert F. Kennedy Jr. He's shown a stunning lack of knowledge about HHS and when pressed, had no answers about key programs under his authority.
9 months ago
1
0
0
It's unfortunate that there's no mechanism in the Inflation Reduction Act to account for nearing patent expirations. CMS will spend a lot of time and energy on Xtandi and Ibrance price constraints that take effect the year they go off-patent.
#biotech
#pharma
loading . . .
Drug patents protect pharma profits. Track when they’ll expire.
Patents protecting five of the first 10 drugs Medicare selected for price negotiations are set to expire by 2026 or earlier, although legal settlements may push back the launch of copycat versions.
https://www.biopharmadive.com/news/patent-cliff-pharmaceuticals-top-drugs-monopoly-expiration/715062/
9 months ago
0
1
0
Insurers: "People don't stay on obesity drugs long enough to matter so we're not covering them." Doctors: "People don't stay on obesity drugs because insurance doesn't cover them." Wash and repeat. $LLY
9 months ago
0
1
0
Weight-loss expectations for new obesity drugs are sky-high now: $NVO guided to 25% with cagrisema, and when it fell short it knocked down the company's market capitalizations by one-fifth.
www.biopharmadive.com/news/novo-no...
loading . . .
Novo’s next-gen obesity drug misses expectations in closely watched trial
Novo shares lost nearly a quarter of their value after an experimental combination treatment called cagrisema fell short of the bar set by executives.
https://www.biopharmadive.com/news/novo-nordisk-cagrisema-obesity-drug-study-results/735854/
10 months ago
0
0
0
In the obesity space, the "lean mass preservation" segment seems to be where most of the not well-thought-out strategies seem to reside. $BIOA
11 months ago
1
0
0
Obesity drug developers have talked a lot recently about the big share of the market that will be self-pay. What I don't hear them say is how that changes the willingness-to-pay dynamic of the market compared to the insured. $16K a year is not a price most people can absorb.
#biotech
#pharma
11 months ago
1
0
0
SURMOUNT-5 shows that Zepbound delivers superior weight loss to Wegovy, but we should watch the discontinuation rate. If the trial completion rate was 90% vs. < 50% real-world adherence, the findings may be less important than the topline suggests. $LLY $NOVO
www.biopharmadive.com/news/lilly-z...
loading . . .
Lilly’s Zepbound beats Novo’s Wegovy in high-stakes obesity drug trial
Results from the head-to-head study showed treatment with Zepbound resulted in 47% greater relative weight loss than Wegovy, a finding that could advantage Lilly in the companies’ market competition.
https://www.biopharmadive.com/news/lilly-zepbound-novo-wegovy-obesity-drug-weight-loss-trial/734227/
11 months ago
0
0
0
Outstanding work by my colleagues here.
add a skeleton here at some point
11 months ago
0
0
0
Your next director of Medicare and Medicaid: "Believable or somewhat believable evidence supported 33% of the recommendations on The Dr Oz Show":
www.bmj.com/content/349/...
11 months ago
0
0
0
Looks like I *do* have an account over here. Interested in everything having to do with biotech, pharma, antitrust, intellectual property law, and occasionally cycling, running and other Olympic sports.
11 months ago
0
0
0
you reached the end!!
feeds!
log in