Mark Cuban’s Cost-Plus Drugs: Is “Spread Pricing” the Real Problem—or Just the Loudest One?
The healthcare debate around drug pricing has a way of turning nuance into slogans. And lately, one slogan has been gaining traction: “Cost-plus is killing spre…

Cubans’ “cost-plus” model is proving a point: generics can be fixed with math—brands can’t.
There’s a reason the phrase “cost-plus pricing” has become a rallying cry in U.S. drug policy circles. It sounds clean. It sounds fair. It sounds like the kind …

Drug pricing is supposed to be opaque. Cost-plus makes it painfully visible.
Here’s the uncomfortable truth: most of what we call “drug pricing” is less about medicine and more about leverage—negotiating power, patent thickets, rebates, middlemen, and …

Mark Cuban’s generic-drug play isn’t just another healthcare “disruption” story—it’s a market-structure story. And the first question investors should ask isn’t whether generics will win. It’s: who gets disrupted first when the patent moat starts to cr…

Biotech hiring isn’t just about growth—it’s often about patent strategy.
If you’ve been watching the market and thinking, “Why are companies suddenly hiring licensing, BD, legal ops, and IP-heavy roles?”—there’s a good chance the answer is sitting in p…

Patent cliffs don’t just arrive—they get engineered.
If you’ve worked anywhere near pharma strategy, you know the script: blockbuster patent expiration hits, revenue compresses, and the market waits for the next pipeline “big bet.” But the reality is…

Drug pricing transparency is having a moment. In boardrooms and policy circles, the argument is familiar: shine a light on how prices are set, publish the inputs, and the market will correct itself. But the thesis in the piece you should read—“Drug Pri…

Big Pharma vs. Cost-Plus: The “Strategic War” You Should Model Now
The market loves a clean story: big incumbent vs. disruptive upstart, monopoly vs. competition, high prices vs. affordability. But the reality in healthcare is rarely that simple—and th…

Pharma doesn’t just “watch” patent dates. It tracks them—down to the day—because the calendar is where value is won or lost.
In a world where patent life can be extended, challenged, or strategically leveraged across jurisdictions, the real competitive…

Pharma doesn’t just “watch” patent dates. It tracks them—down to the day—because in the IND-to-NDA window, timing is strategy.
Here’s the agitation: one missed milestone can cost years of exclusivity. One misread regulatory clock can turn a planned glo…