drug development

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 14, 2019 by Jean Hynes · across every show →

Everything said about drug development, oldest first

Jan 14, 2019 neutral
Insight
Hynes: Overly narrowing healthcare analysts' focus blinds them to 10-year industry changes
“The reason why 12 is enough is it's a very long cycle industry. So it is an industry that is, even though there's a lot of change happening, that change happens over 10 years to bring a drug to the market. And so we want to make sure we're covering all the com…”
Jean Hynes Jan 14, 2019 ▶ 16:06 Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
Apr 24, 2023 bearish
Opinion
Rod Wong: Payer pushback on drug pricing is biotech's top long-term risk
“You know, I think one of the things I'm most concerned about is payers and the pressure that we're seeing on paying for innovation in drug development. That's probably my number one long-term concern.”
Rod Wong Apr 24, 2023 ▶ 52:59 Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
Apr 24, 2023 positive
Opinion
Wong: Drug development enjoys relatively strong value capture via pricing
“Drug development is one of the sectors that has relatively good value capture via pricing.”
Rod Wong Apr 24, 2023 ▶ 14:46 Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
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