SUBSCRIBE
SUBSCRIBE

Karl Thiel

Business
Seven Trends That Shaped 2018
It’s been an incredible year of scientific progress. And in terms of novel new drug approvals—which is what this is all about, after all—2018 stands out as the most prolific year in over two decades. Will that finally find favor with investors in 2019?
December 18, 2018
 · 
5 min read
 · 
Karl Thiel
Policy
Will the Winds of Political Change Become the Perfect Storm?
The winds of political change are blowing, and it’s not doing much to help investors. Pharmaceutical and biotech stocks were already suffering as the mid-term elections drew close.
November 27, 2018
 · 
2 min read
 · 
Karl Thiel
Business
Is the Biotech Bull Market Over?
It may not have always felt like it, but biotech has been in a bull market mode over the past two-and-a-half years, ever since the iShares Biotechnology Index (IBB) bottomed out at $80.01 on February 9, 2016.
October 29, 2018
 · 
2 min read
 · 
Karl Thiel
Drug Development
Is NASH Really a $35 Billion Opportunity?
Is NASH Really a $35 Billion Opportunity? And could it be the middle of the pack that wins the prize? For the last few years, investors have been talking up the huge potential of drugs to treat nonalcoholic steatohepatitis, also known as NASH.
September 25, 2018
 · 
4 min read
 · 
Karl Thiel
FDA
RNAi: The Monoclonal Antibody of the 2020s?
There’s been another milestone in the history of biotech: The world’s first RNAi gene-silencing drug, Alnylam Pharmaceuticals’ Onpattro, got approved on August 10. That makes 2018 a landmark year. But another year—2014—may prove just as influential for the field and how it develops.
August 24, 2018
 · 
2 min read
 · 
Karl Thiel
Albert H Teich/Shutterstock
Business
Gottlieb Is Backing Biosimilars In a Big Way. Does It Matter?
If there’s one thing that defines the tenure of FDA Commissioner Scott Gottlieb, it is his outspoken mission to lower drug prices by introducing more competition into the biopharmaceutical market. And a big part of that mission has been doing what he can to boost the nascent biosimilar industry.
July 24, 2018
 · 
3 min read
 · 
Karl Thiel
Genetown
The Real Test For Gene Therapy Is Yet To Come
It feels like we’re standing on the edge of a precipice. Despite the ho-hum recent performance of biotech stocks, amazing things are about to happen. And one of the most amazing of all is gene therapy.
June 26, 2018
 · 
4 min read
 · 
Karl Thiel
Nicole S Glass / Shutterstock.com
Policy
Trump’s Drug Price Reform Proposal: Toothless or Not?
The biopharma industry has been holding its collective breath all year, wondering what might be coming from the White House.
May 29, 2018
 · 
3 min read
 · 
Karl Thiel
BioCapital
When Failure Feeds on Itself
Sometimes it feels like biotech’s successes and failures come in waves—even when it involves entirely unrelated clinical programs. This past month has had many in industry feeling like they’re underwater.
April 24, 2018
 · 
3 min read
 · 
Karl Thiel
Biotech Bay
Are Biotech Stocks Undervalued Right Now?
It may not seem like it, but biotech stocks are actually up over the past year. The iShares Nasdaq Biotechnology ETF (IBB) is up about 4%--nothing to write home about, but hardly a disastrous performance.
April 24, 2018
 · 
2 min read
 · 
Karl Thiel
Deals
Should Biogen Buy Alkermes?
After a huge dry spell in M&A, 2018 is shaping up to be a great year for deal making.
February 28, 2018
 · 
3 min read
 · 
Karl Thiel
Get Ready for the M&A Explosion
Deals
Get Ready for the M&A Explosion
A look at whether the new tax reform will really spur a M&A spending spree for drugmakers.
January 19, 2018
 · 
2 min read
 · 
Karl Thiel
Can 2018 Possibly Rival 2017’s Biotechs Record Ven
BioCapital
Can 2018 Possibly Rival 2017’s Biotechs Record Venture Capital Splurge?
A look at whether big money and big deals will be in store for 2018.
January 8, 2018
 · 
2 min read
 · 
Karl Thiel
Drug Development
Did SAGE Therapeutics Just Break the CNS Curse?
With Sage’s positive data, we may be embarking on a neuroscience renaissance.
December 8, 2017
 · 
3 min read
 · 
Karl Thiel
Business
Does Genentech Have a New Mega-Blockbuster?
Genentech’s Hemlibra just got approved but is expected to bring in around $2 billion in peak sales.
November 27, 2017
 · 
1 min read
 · 
Karl Thiel
Load More