Asymmetric Learning - Pharmaceutical Innovation
Mike ReaInnovations 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
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 337 | Founded | 6 years ago | Last Issue | 3 days ago |
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High? Long? Both?
A finished blockbuster earns about twelve times its best year. The tirzepatide argument is whether it gets the twelve.
Humira’s best year, in today’s money, was about $26 billion. Tirzepatide’s run-rate in the first half of 2026 is roughly...
Opportunity-seeking behaviour, five years on
A molecule entering Phase I today has, on the latest ten-year Citeline data, a 6.7% chance of approval. Phase II remains the wall: 28% of programmes get through it. And the Phase I transition rate, which sat above 75% in the 2006-08 cohorts...
A Plan To Learn
The usual New Product Planning package is a Target Product Profile, an eNPV, and a Clinical Development Plan. Then the team runs into the same hurdles as everyone else with a similar molecule. A TPP is often not a target at all. It is a pro...
To Trip, Then Call It a Plan
Let’s imagine, once again, that you and another team are given the same molecule.
You both have a mechanism that looks interesting, a first-in-human curve that is more suggestive than conclusive, and a patient need whose magnitude is being...
Seven Kinds of Polation
A companion to last week’s “Polate: The Missing Verb in Asymmetric Learning.” In that piece, I gave a name to the gap. This one gives the name some structure, before the products and the companies get their own post, next week.
Last week’s...
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Authors
The writers behind this newsletter.
Was CEO, IDEA Pharma. Pharmaceutical innovation geek. Senior Fellow @fastercures. Author: Pharmaceutical Positioning. My record label: Medical Records. Large, Geordie, dog fan, street-foodie
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