April 13, 2018

"Is curing patients a sustainable business model?" Goldman Sachs analysts ask

https://arstechnica.com/tech-policy/2018/04/curing-disease-not-a-sustainable-business-model-goldman-sachs-analysts-say/?amp=1&__twitter_impression=true

One-shot cures for diseases are not great for business—more specifically, they’re bad for longterm profits—Goldman Sachs analysts noted in an April 10 report for biotech clients, first reported by CNBC.

The potential to deliver “one shot cures” is one of the most attractive aspects of gene therapy, genetically engineered cell therapy, and gene editing. However, such treatments offer a very different outlook with regard to recurring revenue versus chronic therapies... While this proposition carries tremendous value for patients and society, it could represent a challenge for genome medicine developers looking for sustained cash flow.


More at link on how the creepiest amongst us think.

April 4, 2018

My son just texted me this take on 45 vs. Amazon:

Yesterday at lunch I said I hoped Pence would keep his mouth shut after he was sworn in and read the NTSB report outlining how many Amazon drones were found in the wreckage of AF1's engines.