Biotech Values

[DewDiligence]

iHub’s Greatest Hits

[Additions: blog from The Atlantic on why US healthcare
costs so much; new section called Biotech Success Stories
with entries on GILD and Genentech.]

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Musings on the State of Biotech,
Big Pharma, and Healthcare Costs


The Numbers Game of Drug Development
(a simple chart from the US federal government):
#msg-37325683

Why Does US Healthcare Cost So Much?
(a blog from The Atlantic)
#msg-36993611

The Real Story Behind
Spiraling Healthcare Costs
(New Yorker magazine)
#msg-7878620

Healthcare Spending vs GDP
A picture worth a thousand words:
#msg-27114485

Healthcare and the R Word
(‘R’ stands for rationing)
#msg-18495262

Patently Absurd
Musings from The Economist
on the KSR patent case:
#msg-19404785 (article)
#msg-37325719 (chart)

Reinventing Big Pharma
(Forbes)
#msg-8708384

What’s Wrong with
the War On Cancer
(Boston Globe)
#msg-24966877

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Biotech Success Stories


The Profit Pill
A short history of Gilead from Forbes:
#msg-36507844

A Tribute to Genentech
Company highlights 1976-2009:
#msg-36635611

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Pitfalls of Biotech Investing


Program-Survival Bias
(Journal of Clinical Oncology)
#msg-7959424

The Challenge of
Subgroup Analysis
(NEJM)
#msg-10754654

Too many cancer drugs chasing
too few reimbursement dollars:
#msg-11432606

Zebra’s Law
#msg-23784371

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Let’s Talk Science


How RNAi Works
(Video from PBS/Nova)
#msg-9675929

[The next two items
are best read as a set.]

Stem Cells: the Real
Culprits in Cancer?
(Scientific American)
#msg-11785699

Scientists Weigh Stem Cells’
Role as Cancer’s Cause
(NY Times)
#msg-25479450

Immune System Revived
to Fight Deadliest Diseases
(Wall Street Journal)
#msg-12795650

The Tumor That Isn’t:
Blocking a Path to Cancer
(NY Times)
#msg-13400473

Decoding Alzheimer's
(Business Week)
#msg-15892303

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Arrogance, Greed, and Corruption


Mary Meeker’s Fuzzy Math
(Wall Street Journal)
#msg-22503208

Doctors Reveal Confidential
Clinical Data for the Right Price
(Seattle Times)
#msg-7263103

Most Science is Tainted
(Wall Street Journal)
#msg-22859747

Is Your CEO Lying?
(Barron’s)
#msg-11961951

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Miscellaneous


Bar-Headed Geese Migrate
Over Mt Everest, Where Oxygen
Is Scarce and Life Is Rare
#msg-8427157