General Biotechnology

AI is becoming the new KOL in pharma—and most teams aren’t tracking it.
Here’s the uncomfortable truth: the “opinion leader” isn’t always a person anymore. It’s a model.
In drug development, we’ve spent years mapping influence—key opinion leaders, advi…

Most companies don’t miss the patent—they miss the money.
Drug patent expiry is treated like a countdown clock: watch the date, model the revenue impact, plan the next product. But in practice, the biggest value often isn’t lost on the day the patent…

Drug patent expiry isn’t a calendar event—it’s a portfolio risk model. Here’s how to forecast it by country.
Most pharma teams treat patent expiry like a single date on a single spreadsheet. That’s how you end up surprised by launch timelines, pricing …

Generic entry is inevitable—unless you build a moat that doesn’t show up on a balance sheet.
Most investors and operators obsess over composition-of-matter patents: the headline-grabbing, courtroom-ready IP that blocks competitors from making the drug …

🚨 Don’t get burned: 3 critical biotech IPO due diligence steps before you bet on IP
Biotech investing has a way of humbling even the most disciplined investors.
You can underwrite the science, model the cash flows, and still get blindsided—because i…

Biosimilar entry windows aren’t just math problems. They’re risk problems.
In theory, modeling a biosimilar launch window is a clean exercise: map exclusivities, interpret regulatory timelines, estimate launch readiness, and translate it all into a d…

Generic & biosimilar development is a chess game—your patent landscape is the board.
Before you file, ask the question that determines whether you win, pivot, or burn months (and millions): Do we actually have a viable path through the patent thick…

Designing Around the Moat: How Generic Developers Can Win the Secondary-Patent Game
In generic drug development, the first patent is rarely the whole story.
Yes, the “primary” patent often grabs the headlines—those big, foundational claims that can blo…

Your pharmaceutical portfolio has a time bomb in it. Patent expiration data tells you where.
If you’re running a pharma portfolio, you already know the headline risk: patents expire, generics arrive, and revenue curves bend—sometimes fast. But the real…

Big Pharma doesn’t just defend patents—it builds a wall around them.
And for years, the playbook has been familiar: flood the zone with legal filings, overwhelm with technicalities, and rely on the fact that most outsiders don’t have the time—or the da…