Drug delivery has seen plenty of acquisitions-but they represent two basic philosophical approaches, represented most recently by Johnson & Johnson's purchase of Alza and Inhale's acquisition of two privately-held firms, Bradford and Shearwater. The basic question: can a service model bring significant returns to a large shareholder base or will Alza's evolution into a product company define the way forward for the industry?
Drug delivery has seen plenty of acquisitions—but they represent two basic philosophical approaches, represented most recently by Johnson & Johnson 's purchase of Alza Corp. (the we-need-to-develop-our-own-products point of view) [See Deal] and Inhale Therapeutic System Inc.'s acquisition of two privately-held firms (the we-can-grow-as-a-service-business perspective).
According to the first view, by the mid-1990s, Alza had simply run out of growth opportunities in drug delivery. The...
Against a backdrop of shifting trade policies, the end of multilateral market approaches and renewed focus on supply chain resilience, medtechs are doubling down on innovation in products and processes – using AI – and keeping unmet needs and outcomes in the center of the target.
While biopharma companies experiment with genAI, agentic AI is rapidly shifting the work paradigm towards one of autonomous digital workers that can handle entire process flows.
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A look at Novo Nordisk, Eli Lilly and other companies' late-stage clinical studies of GLP-1 drugs in indications ranging from neurodegeneration to oncology, and alcoholic liver disease to autoimmune conditions.
Against a backdrop of shifting trade policies, the end of multilateral market approaches and renewed focus on supply chain resilience, medtechs are doubling down on innovation in products and processes – using AI – and keeping unmet needs and outcomes in the center of the target.
While biopharma companies experiment with genAI, agentic AI is rapidly shifting the work paradigm towards one of autonomous digital workers that can handle entire process flows.
UK biotech targets the root cause of metabolic disease while preserving muscle mass in a crowded obesity market.
