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The Readout Loud

336: Pharma's big patent cliff, more obesity fundraising, and a failed ALS study

Jan 9, 2025
The podcast delves into how pharmaceutical companies are grappling with a looming patent cliff, impacting their strategies and investments. It discusses new FDA guidance on obesity drug development, raising concerns for certain companies. A failed ALS study from Google's Calico adds intrigue to the conversation. The rise of obesity startups, especially after significant funding rounds, is also highlighted. Personal resolutions and the challenges of bio innovation wrap up the engaging dialogue.
33:21

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Quick takeaways

  • The FDA's new guidelines on obesity drug development prioritize overall weight loss, impacting companies focused on maintaining muscle mass during weight loss.
  • Pharmaceutical companies are increasingly shifting towards mergers and acquisitions and licensing agreements with Chinese firms to navigate impending patent cliffs and reduce development costs.

Deep dives

Impact of FDA Guidance on Obesity Drug Development

The recent FDA guidance for obesity drug development has raised concerns among biotech companies. It emphasizes overall percentage weight loss as the primary endpoint, rather than considering the breakdown between fat mass and lean mass loss. This stance has disappointed some companies that focus on preserving muscle during weight loss. Additionally, Viking Therapeutics, a key player in obesity treatments, may face delays to its timelines due to the FDA's longer phase two trial requirements, complicating its advancement to phase three and challenging its market position.

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