@kwiatberlin.bsky.social
Consulting, Business Development & Angel Investments in Life Sciences & Digital Health
Boehringer's Jascayd scores US nod for idiopathic pulmonary fibrosis
08.10.2025 17:53 — 👍 0 🔁 0 💬 0 📌 0🔟 Efficient health system readiness
Mapping the patient journey, improving disease awareness, and alleviating capacity bottlenecks — launch success depends on understanding the system, not just the science.
8️⃣ The first 6 months decide everything
The early launch phase is critical. Motivation to treat, strong patient pipelines, and meaningful HCP engagement are key to early adoption and lasting success.
7️⃣ 25 launches per year – and counting
With 127 new active substances launched globally between 2020–2024, the competition for attention, access, and reimbursement has never been fiercer. (Numbers from IQVIA)
6️⃣ The future is hybrid
Telehealth, e-prescriptions, and AI-driven decision tools are transforming how patients receive — and physicians recommend — treatment. Pharma needs to meet the system where it happens.
5️⃣ Regulation is slowing down innovation
New EU HTA rules and US IRA reforms are redefining launch dynamics — slowing reimbursement, increasing price pressure, and reshaping go-to-market strategies.
4️⃣ HCP engagement is evolving
Fewer in-person interactions. More digital & hybrid engagement. Pharma must adapt to an HCP landscape shaped by healthcare shortages and new digital channels.
3️⃣ Health system capacity is the new bottleneck
Squeezed budgets, limited HCP capacity & resource bottlenecks are shaping the next era of pharma launches. Optimizing care pathways is becoming as crucial as the product itself.
2️⃣ 8 core markets drive 89% of sales
US, Japan, Germany, France, Italy, Spain, UK & China together make up nearly 90% of post-launch sales — the race for launch excellence is global, but the real battle is fought in these 8 markets.
1️⃣ $200B at risk by 2030
Pharma faces $200B in revenue loss from LOE by 2030. The answer? Launch excellence. Strong performance of new launches will define the winners of the next decade.
Genmab to Acquire Merus, Expanding Late-Stage Pipeline and Accelerating into a Wholly Owned Model
www.globenewswire.com/news-release...
Xilio Therapeutics Announces Initiation of Phase 2 Trial for Efarindodekin Alfa (XTX301), a Tumor-Activated IL-12, and Achievement of $17.5 Million Development Milestone Under Exclusive License Agreement with Gilead
www.globenewswire.com/news-release...
Telix Doses First Patient in Phase 3 BiPASS Trial: PSMA-PET Imaging for Prostate Cancer Diagnosis
www.globenewswire.com/news-release...
Novo Nordisk to >> "streamline" << operations and reinvest for growth aka Cutting jobs so the spreadsheets look healthier than the employees.
www.globenewswire.com/news-release...
investor.lilly.com/news-release...
I’ll have to keep an eye on that one
Ultragenyx Announces Positive Longer-term Data from Phase 3 Study of DTX401 AAV Gene Therapy for the Treatment of Glycogen Storage Disease Type Ia (GSDIa)
www.globenewswire.com/news-release...
Amgen and Kyowa Kirin Announce Top-Line Results From Rocatinlimab Phase 3 ASCEND Long-Term Extension Study in Adults With Moderate to Severe Atopic Dermatitis
www.globenewswire.com/news-release...
Tourmaline Bio Enters into Agreement to be Acquired by Novartis AG
www.globenewswire.com/news-release...
Data published in The New England Journal of Medicine demonstrate RYBREVANT®▼(amivantamab) plus LAZCLUZE®▼ (lazertinib) could re-set survival expectations in first-line EGFR-mutated advanced lung cancer
www.globenewswire.com/news-release...
Encaleret Showed Parathyroid Hormone-Independent Normalization of Blood and Urine Calcium in Phase 2 Proof-of-Concept Study in Post-Surgical Hypoparathyroidism
www.globenewswire.com/news-release...
New data for Roche's Vabysmo reinforce its efficacy, safety and durability in neovascular or “wet” age-related macular degeneration (nAMD)
www.globenewswire.com/news-release...
Novo Nordisk to present new semaglutide data on ‘food noise’, body composition and cardiovascular benefits, as well as pipeline data at the EASD diabetes congress
www.globenewswire.com/news-release...
RYBREVANT®▼ (amivantamab) plus LAZCLUZE®▼ (lazertinib) reduces acquired resistance versus osimertinib in first-line EGFR-mutated advanced non-small cell lung cancer
www.globenewswire.com/news-release...
PathAI Expands Clinical Leadership - Announcing Partnerships with Mindpeak, Stratipath, and Primaa
www.globenewswire.com/news-release...
Arrowhead inks global licensing and collaboration deal with Novartis for ARO-SNCA, its preclinical siRNA therapy targeting alpha-synuclein in Parkinson’s disease. Arrowhead gets $200M upfront + up to $2B in milestones and royalties. Clinical trials coming soon. #RNAi
03.09.2025 17:53 — 👍 0 🔁 0 💬 0 📌 0
In 2020, this was my first real read on moving from academia to industry. I read it twice, and it shaped my view of the field. Later at Scitaris, I found it was the very book given to every new consultant: amzn.to/4lYReiS
02.09.2025 19:41 — 👍 0 🔁 0 💬 0 📌 0
"Servier secures exclusive global rights (outside the U.S.) to darovasertib—a promising PKC inhibitor for treating rare uveal melanoma. IDEAYA gets $210M upfront, up to $320M in milestones, plus royalties. Global Phase 3 trials planned. #UvealMelanoma #Oncology"
02.09.2025 19:41 — 👍 0 🔁 0 💬 0 📌 0
Upstream Bio Reports Positive Top-Line Results from the Phase 2 VIBRANT Trial of Verekitug for the Treatment of Chronic Rhinosinusitis with Nasal Polyps (CRSwNP)
www.globenewswire.com/news-release...
Seeking a Global Data Seat for next Sunday for a community project. Your help would be invaluable. If you have one to lend, please let me know. Thank you for considering!
02.09.2025 17:53 — 👍 0 🔁 0 💬 0 📌 0Is there any company that hasn't been frequently mentioned on my X feed but is worth checking out right now?
02.09.2025 17:14 — 👍 0 🔁 0 💬 1 📌 0
