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Asymmetric Learning - Pharmaceutical Innovation

Mike Rea

Innovations in Pharmaceutical Innovation A blog/ part-work from Mike Rea, exploring pharmaceutical innovation in general, and more specifically the approach to using the learning process for competitive advantage

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues348Founded6 years agoLast Issue11 days ago
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Latest Issues

Who actually invented the top 30?

Keytruda sold $31.7 billion in 2025. In early 2010, Merck had stopped developing it and was preparing to license it out. The antibody had been made at Organon, a Dutch company Schering-Plough bought in 2007, and arrived at Merck with the Sc...

11 days ago
5
4

Acting Critically

In the spring of 1936, John Steinbeck left his setter puppy, Toby, alone for a night with the only handwritten draft of Of Mice and Men. By morning, roughly half of it was gone. There was no copy. Two months of work had to be done again.

H...

13 days ago
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3

What Confucius Already Knew About Asymmetric Learning

Fewer than one in ten molecules that enter Phase I reach approval. The figure has barely moved in two decades, despite better targets, better tools and much better money. Most of what we do still fails, and most of what we learn from it, we...

16 days ago
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1

The market is pricing the years

I’ve a quiet week this week - my wife’s away, my four dogs think it’s a walk every time I stand up, and I’ve no travel. So, I was left with a dog walk question after doing a lot of numbers posts recently…

Last week’s chart had a tidy answe...

20 days ago
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The best first years

Lipitor, the best-selling drug of its era and the subject of many case studies, made less than $1bn in its first 12 months on sale. In today’s money that is about $2bn. It is a useful floor to stand on, because the question of which drug ha...

21 days ago
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  • Mike Rea

    Was CEO, IDEA Pharma, now CEO, Then, If… Pharmaceutical innovation geek. Author: Pharmaceutical Positioning. My record label: Medical Records. Large, Geordie, dog fan, street-foodie

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