The two headlines in my inbox this morning give a clue of what pharma will look like over the next year: (1) significant patent cliff exposure and (2) losing the reimbursement reform with the US government. Taken together we’ll see all eyes on big pharma mergers. And what do companies do when they’re getting ready for big M&A activity? They compress further — like fasting before heading off to digest a large meal. Conditions to do beyond “the core” (aka the minimum with business-as-usual) and drive progress in the field may remain unfavorable.
Brenda Yanak
3mo
Add in digitization and AI, and movement of some roles to lower cost countries, and yes, those job losses will add up. Of note though, the replacement roles will require an expanded skill base and a higher comfort level with technology and change agility. If any time is a time to keep learning, it's now. For those of us who thrive in innovation, it's a time of great excitement. Thanks for posting.
Dan Sfera
3mo
The flipside to this is that small cap biotech with promising, pipelines or products are likely to get acquired generating more excitement at that level of the sector
Sergio Armani
3mo
It's kind of like getting a car detailed that has a blown engine. Looks great on the outside till you start poking around. The devil's in the details!
Mohammed Ali
3mo
Exactly! Just like selling a home- most look like HGTV magic before a sale thanks to staging and cleanup.
Strategy & Execution | Chief of Staff | HBA 2023 Rising Star | Healthcare Superconnector | Top 50 Women Leaders of Raleigh 2024
3moI'm surprised GLP-1 inhibitors didn't make the list today 🤣