Mike Rea

Pharma's leading innovation expert. Author, Pharmaceutical Positioning. Created IDEA Pharma/ Pharmaceutical Innovation Index.
Geordie.

[Mike Rea @ThenIf_]

@brentlsaunders Agreed… https://t.co/jrpeewC7Yd
“The engine's better than it's ever been. Nobody's short of horsepower any more, and nobody's going to stop building more powerful engines - that trade isn't dying, it's just stopped being where the game's won.”

[Mike Rea @ThenIf_]

“AI is now industrialising exactly the two stages that were always the least of the problem. AI has made candidates cheaper and faster to generate, without making them any cheaper or faster to kill, and without touching the part of drug development that was always the actual bottleneck: proving efficacy in real patients.”
https://t.co/nGxFGr4kDD

[Mike Rea @ThenIf_]

“A new manager walking into a high-expectation Premier League side, weeks before a ball's kicked, is about as clean a natural experiment in organisational learning as you'll find outside a clinical trial. The interesting question isn't whether Jaissle was the right hire. It's whether #nufc treat the next 3 months as a prediction problem or a learning problem”

https://t.co/DXuy7mR12y

[Mike Rea @ThenIf_]

The industry’s favourite fantasy
"Pipelines fill with programmes that are neither clearly alive nor clearly dead. Teams generate data optimised to support the story rather than to answer the questions that would genuinely change the asset’s trajectory. Late-stage failures become more expensive because nobody was willing to take an earlier loss."
https://t.co/uQIlOYpo0K

[dough @semodough]

$VKTX stifel PT $95 key Ph.1 maintenance readout for SubQ-VK2735 (GLP/GIP), which
could preview the drug’s long-acting potential for maintenance strategies. believe monthly maintenance is within reach and a win should propel the
commercial attractiveness of the franchise. Simultaneously, Viking is driving its VANQUISH
SubQ Ph.3 trials toward 2027 readout and is set to initiate Ph.3 trials for Oral-VK2735 in 4Q26.
As the most advanced GLP/GIP oral incretin, Oral-VK2735 remains a key value driver in our
thesis of Viking’s unique flexible oral/injectable approach in induction and maintenance. On the
Oral-VK2735 Ph.3s, largely believe the expected narrower dose range and slower titration
will yield a competitive tolerability profile without compromising efficacy. Moreover, VKTX has
brought VK3019 (DACRA) into the clinic, reporting first data this year—further complementing
the obesity portfolio

[Candel Therapeutics @CandelTx]

How does linoserpaturev (CAN-3110) work?

@cure_today spoke with the lead researcher on our glioblastoma trial to explain the science.

Read it here: https://t.co/XAElw97B1S

#GBMDay #BrainCancer

[Mike Rea @ThenIf_]

@tom550993 I'd have been in for it, if only there'd been an SQ9, to replace my 1yo SQ7... Mad that they'll sell the SQ9 in the US, but not here. I still maintain the SQ7 is the best value car in its class (basically the Bentayga with no chintz...)

[Mike Rea @ThenIf_]

“Why “pick” doesn’t work either

Picking assumes someone, somewhere, is good enough at picking preclinical/ pI assets to be worth listening to. They aren’t, and the industry now has better data than it did in 2022 to confirm it. Pick a programme today and you are, on average, worse positioned to be right than a team was a decade ago. That’s not a data problem. It’s a process problem wearing a data costume.”
https://t.co/nGxFGr3MO5

[Mike Rea @ThenIf_]

"Here’s the part that worries me more than anything, and it’s genuinely new: AI is now industrialising exactly the two stages of PPP (Predict Pick Plan) that were always the least of the problem."
https://t.co/slotYC9njY

[Mike Rea @ThenIf_]

@JohnCendpts I think you know the answer to your own question 😁

[Candel Therapeutics @CandelTx]

#ICYMI @OncLive covered extended follow-up data from our phase 3 trial of aglatimagene besadenovec (CAN-2409) in localized #ProstateCancer, showing accumulating benefit over time.

Read it here: https://t.co/0ZLKqGGPcN

$CADL #Oncology #CancerResearch

[Mike Rea @ThenIf_]

@PeterMcCormack It’s probably worse than the headline - the number includes property in the ‘net worth’ million, so many more people, especially in the South, should have been joining the group…

[Mike Rea @ThenIf_]

Hmm… This is an odd way to say that they missed their main ‘aim’ - the convenience of OD - to try to say nice things about their BID…

[BioWorld @BioWorld]

Maplight aims to differentiate muscarinic agonist from competitors https://t.co/mNJQSg9sJs #biopharma #schizophrenia #neuroscience #clinicaltrials

[Mike Rea @ThenIf_]

"I don’t think the interesting question is who builds the pharmacy. Everybody will build the pharmacy. The question is who has an organisation capable of being changed by what it learns there. That’s rarer than a distribution strategy and far harder to buy, because it asks you to be willing to discover you were wrong about something you’d already signed off."
https://t.co/JwSB3WBUjZ

[Dr Danish @operationdanish]

This is a story that hasn’t really been talked about enough.

Lilly ($LLY) and others are going direct to consumer bypassing the doctor as their distribution channel.

This gives them deep insight into prescribing patterns and sales volumes WAY ahead of traditional pharma.

When you own the doctor patient relationship, you own healthcare.

[Mike Rea @ThenIf_]

@drrichjlaw @bbcweather @grok I’m there in a couple of weeks - hoping you all get it sorted before then 😁😅

[Mike Rea @ThenIf_]

Watched @bbcweather get the ‘rain’ exactly wrong this morning (if I’m being fair, it peaked at 65% likelihood), but Apple Weather get it right… I always assumed that the source for them was the same… @grok, where do they each get their data?

[Mike Rea @ThenIf_]

This…

Much as I would draw the line just below Gateshead, I might accept that ‘the North’, even of England, is a fair way north of Manchester. For Great Britain, which this fella is supposed to be Prime Minister of, it looks like he’s ignoring Scotland

[Matt Ridley @mattwridley]

And not in the North. Manchester's less than half way up Britain. It's 140 miles closer to Lands End than it is to John o Groats.

[Mike Rea @ThenIf_]

"industry R&D returns climbing to 5.9% sounds like the transmission’s fixed itself, until you notice that’s almost entirely GLP-1s doing the work; strip them out and it’s 3.8%, barely off last year’s number. Obesity is carrying the whole “things are improving” headline on its own back."
https://t.co/OuFgH5nD6S

[Mike Rea @ThenIf_]

The word 'could' is doing a lot of lifting here...

Dig in: only 10 have actually reached pIII; the rest are earlier/ far less certain. Roche's own 5-year pIII success rate (58%) trails industry average (76%). Add in: several of these just entered pIII in '25/26 - a tight runway to clear trials, filing, and review by 2030 - and the realistic number of actual launches looks a lot closer to (low?) single digits than 19...

[BioSpace @biospace]

Roche has 19 investigational medicines that could launch by 2030—and even if not all of them make it to market, the company is “well set-up for growth into the next decade,” CEO Thomas Schinecker said on the pharma’s Q2 earnings call.

https://t.co/PDBjFf5IUN

[Candel Therapeutics @CandelTx]

This week marks five years since Candel went public on @nasdaq, $CADL.

The Nasdaq Tower is celebrating this milestone with us, and it belongs to our team whose hard work and dedication have gotten us here.

Here’s to what comes next.

https://t.co/BFaFPDOCH7

#Nasdaq #Biotech