Doubling down on modest data
In our latest post we’re going to explore some controversial data and look at various aspects surrounding the presentation and company messaging.
We don’t always highlight positive or even negative data – often in phase 1 or 2 trials the data is limited or mixed and companies have to make difficult decisions on whether to proceed with new product development based on imperfect or incomplete information.
Let’s also not forget there’s more than one way to string a molecule together and sometimes what failed in the past can receive a new lease of life with greater selectivity, switching binding substrates, or taking a different approach to modalities, for example.
For big Pharmas, it’s much easier to put projects in an ‘on hold’ bucket while they pursue more promising opportunities, whereas for small biotechs with limited cash flow they often have no choice but to keep going with the hype machine, especially if there’s little else in the immediate pipeline…
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