Mehta Analysis: Welcome to BioPharma 2.0

Executive Summary Viren Mehta of Mehta Partners LLC ponders what the approval of Novartis gene therapy Zolgensma foreshadows, in terms of future therapies and pricing. The flowers of this lazy, cool spring in the Northeast US are soothingly beautiful. So ironically are the headlines about the first $2m single-dose gene therapy breakthrough from┬áNovartis AG. Zolgensma will cure and transform the lives of a couple of thousand young children suffering from a missing SMN1 gene that causes spinal muscular atrophy (SMA)…

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Mehta Analysis: Two Pillars of Industry Success Being Shaken

Regulators and policy makers are threatening the long-standing regulatory and patent protection structures that have helped prop the industry for many years. But pharma sustainability should in any case be based on innovation, writes Viren Mehta of Mehta Partners LLC. Regulatory barriers and patent protection are two of the three fundamental pillars on which the biopharma industry success has been built, the third one being innovation. When the famed Framingham Study began in 1948, we could measure only a few…

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