All entries for: Small Molecule

October 1, 2023

Cerevel Therapeutics

Negative Outlook

Cambridge, MA
201-500 employees
201-500 employees

“The effect of IRA on our business and the healthcare industry in general is not yet fully known. Adoption of price controls and cost-containment measures, and adoption of more restrictive policies in jurisdictions with existing controls and measures, could further limit our revenue generated from the sale of any approved products”

Disease Area: Neurological Diseases
Drug Type: Small Molecule
August 10, 2023

Genentech

Negative Outlook

San Francisco, CA
10,001-50,000 employees
10001-50000 employees

“Now, he’s arguing that the law’s new Medicare negotiation program could encourage Genentech to slow-walk research on how a drug could treat diseases with smaller populations in favor of making sure diseases with larger patient populations are the first to market. That would mean the company would sell more medicines in the window before Medicare is allowed to negotiate prices, because the clock for when discounts can kick in is based off of when the drug first goes on the market.

Speaking about an experimental therapy in the works that could treat ovarian cancer, breast cancer, and prostate cancer, he said, “Normally, we would develop it in a fast market approach for ovarian cancer. That’s the shortest path to patients … but that is a much smaller indication than prostate cancer, which would take three years longer.”

“So the dilemma we’re facing right now is, do we go with the initial indication being prostate cancer and then hold off on the development and the approval [for] ovarian [cancer] because the clock will be started with prostate?””

Disease Area: Oncology
Drug Type: Small Molecule
August 10, 2023

IDEAYA Biosciences

Negative Outlook

San Francisco, CA
51-200 employees
51-200 employees
Disease Area: Oncology
Drug Type: Small Molecule
August 9, 2023

Pfizer

Neutral Outlook

New York, NY
50,001+ employees
50001+ employees
Disease Area: Multiple, Oncology
Drug Type: Biologic, Small Molecule
August 8, 2023

Recursion Pharmaceuticals

Neutral Outlook

Salt Lake City, UT
201-500 employees
201-500 employees
Disease Area: Multiple, Oncology
Drug Type: Biologic, Small Molecule
August 7, 2023

Merck

Negative Outlook

Rahway, NJ
50,001+ employees
50001+ employees
Disease Area: Oncology
Drug Type: Biologic, Small Molecule
August 5, 2023

Atea Pharmaceuticals

Negative Outlook

Boston, MA
51-200 employees
51-200 employees
Disease Area: Antiviral
Drug Type: Small Molecule
August 4, 2023

Gilead

Negative Outlook

Foster City, CA
10,001-50,000 employees
10001-50000 employees
Disease Area: Antiviral
Drug Type: Biologic, Small Molecule
August 3, 2023

Regeneron

Neutral Outlook

Tarrytown, NY
10,001-50,000 employees
10001-50000 employees
Disease Area: Multiple
Drug Type: Biologic, Small Molecule
August 3, 2023

Acadia Pharmaceuticals

Negative Outlook

San Diego, CA
10,001-50,000 employees
10001-50000 employees
Disease Area: Multiple
Drug Type: Small Molecule
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