Will the UK government consider CBD an investment opportunity and bring legislation up to date?

Will the UK government consider CBD an investment opportunity and bring legislation up to date?

Global Market Insights published a report in February 2020 on the cannabidiol (CBD) market, forecasting a global market value (in terms of revenues) of USD 89bn by 2026 up from $3bn in 2019; a striking 3,036% increase, which is...

Continue reading →

Old drugs plus SARS equals new INDs and M&A pressure wave

Old drugs plus SARS equals new INDs and M&A pressure wave

There is pressure for M&A and raised valuation multiples in the kinase inhibitor market. The University of California San Francisco (UCSF) conducted a research study in April 2020 that took existing and approved drugs and investigated their ability to stop...

Continue reading →

Is the cost of monitoring employees at home worth the erosion of trust?

Is the cost of monitoring employees at home worth the erosion of trust?

Continue reading →

Trump’s 4 Exec Orders to lower drugs prices and save $17bn – not what it seems

Trump’s 4 Exec Orders to lower drugs prices and save $17bn – not what it seems

US President Trump signed four executive orders on the 24th July 2020 aimed at lowering drug prices and setting an International Price Index (IPI) for drugs. While the Covid-19 pandemic has muted calls for drug price reductions over the...

Continue reading →

Have diagnostic sector producers hit the ‘jackpot’ with the Covid-19 tests

Have diagnostic sector producers hit the ‘jackpot’ with the Covid-19 tests

● Abbott Laboratories (ABT.IXIC) had sold over 40m Covid-19 diagnostic-tests by mid-July 2020. As the virus infected cases rise globally demand for tests is soaring. But are the tests efficacious and is this a new dawn for diagnostics companies...

Continue reading →

Europeans aren’t really using Covid-19 contact-tracing apps

Europeans aren’t really using Covid-19 contact-tracing apps

12 out of the 28 European countries have released Covid-19 tracing apps in June 2020, however it seems that no one is using them.   Exhibit 1 - EU Covid-19 Tracing app usage Source: ACF Equity Research, VICE Germany's Corona-Warn app is only...

Continue reading →

Horseshoe crab blood is key to making a Covid-19 vaccine – but the ecosystem may suffer

Horseshoe crab blood is key to making a Covid-19 vaccine – but the ecosystem may suffer

In 2016 a synthetic alternative (rFC) to horseshoe crab blood, used in bacterial infection detection for injectable procedures, was licensed. And yet horseshoe crabs are both threatened with extinction and in line for preservation due to Covid-19 and its...

Continue reading →

How will the rise of biosimilars impact biologics

How will the rise of biosimilars impact biologics

● Once patents expire for biologic medicines, a market opportunity opens up for biosimilars, a cheaper alternative. Biosimilars were mainly brought in to thwart the monopoly power of biologics in the pharmaceutical industry. ● Biosimilars are expected to increase at...

Continue reading →

Hospital margins are down – is selling your health data a solution

Hospital margins are down – is selling your health data a solution

A framework allowing a more sensible approach to health data collection In our previous blog we outlined the pressure on hospital margins and the entire hospital business model as a direct result of Covid-19. One solution is the sale by...

Continue reading →

Why are drug prices rising faster than inflation?

Why are drug prices rising faster than inflation?

Drug makers typically raise prices at the beginning of the year and this year is no different. Prices on 457 brand name drugs are due to increase this year by an average of 5.1%. (GoodRx). About 102 drug manufacturers,...

Continue reading →