Biotech R&D is awash in spreadsheets—but most portfolios still rank projects the way we used to: by scientific promise, not by financial reality.
That’s the problem. And it’s why two metrics—NPV (Net Present Value) and the Profitability Index (PI)—…

The “patent cliff” isn’t just a pharma problem—it’s a talent problem.
If you think the next wave of biopharma disruption will show up first in clinical pipelines or quarterly earnings, you’re looking in the wrong place.
It’s already showing up in how r…

Stop Overstocking Branded Drugs—Before It Becomes a Margin Problem
Branded drug inventory risk doesn’t announce itself. It shows up quietly—then suddenly.
A wholesaler buys inventory expecting stable demand, only to face a wave of unexpected pricing pr…

Big Pharma doesn’t just “feel” a patent cliff—it signals it.
If you want to understand workforce shifts before they show up in earnings calls, headcount dashboards, or press releases, look at the events that happen around patent cliffs. Not the headlin…

Biosimilar sourcing isn’t a procurement problem—it’s an IP strategy problem.
If you’re planning a switch from an originator to a biosimilar, the hardest part usually isn’t finding a supplier. It’s timing the switch so you don’t get caught in the crossf…

Pharma has a new playbook—and it’s not always about new science.
In a world where patients are increasingly asked to pay more for less, the industry’s most controversial strategy is quietly taking center stage: repurposed drugs—old molecules with new i…

Pharma recruiting is broken in a very specific way: we keep asking for “the best scientists,” but we don’t ask the right question—who has actually been building the science that matters?
Most hiring teams rely on titles, publications, or a vague sense …

Pharma has a familiar playbook for “new” prices: take an old drug, reframe the story, and sell the premium as progress.
That’s the tension at the heart of Old Drugs, New Prices: How Pharma Justifies Premium Pricing for Repurposed Medicines—a topic that…

Pharma has a new playbook—and it’s not always about new science.
In a world where “innovation” is the currency of premium pricing, drugmakers increasingly justify higher costs for repurposed medicines using a familiar narrative: same molecule, new valu…

Russia’s “third wheel” rule is supposed to be a footnote in global pharma—an obscure policy detail that most investors and operators can safely ignore. But the real story is what happens after the footnote: patent filings that quietly map Russia’s next…