Pharmaceutical innovation geek. Author, Pharmaceutical Positioning. Post about clients sometimes. Founded IDEA Pharma. Created Pharmaceutical Innovation Index

Joined August 2010
4,044 Photos and videos
Pharma innovation matters more than ever. Yet we routinely sabotage it with the way we choose to run it... ideapharma.substack.com/p/as…
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Mike Rea retweeted
What's in a name? "Parabolic escape, that aspirational notion of escape velocity, but also parabilis, which is a Latin word meaning pragmatic or attainable. I like reinforcing that concept of squeezing between aspiration and pragmatism." Very well put. endpoints.news/parabilis-ceo…
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Kids "left to their own devices" used to mean: Figure it out. Get creative. Be bored. Now it means: Hand them a literal device - their phone. Language didn’t change. We did.
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Does anyone know why Tesla cars have no solar panels built in? Given Elon’s passion for the technology, I’m surprised that there’s literally nothing…
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Mike Rea retweeted
The recent publication of our phase 3 trial in The Lancet Oncology and the extended follow-up data presented during the Plenary Session "Practice-changing, Paradigm-shifting Clinical Trials in Urology" at AUA 2026 are important pieces of the same story. In this new Beyond the Abstract article for UroToday, I explain how these datasets complement each other and what they may mean for patients with localized prostate cancer receiving radiotherapy with curative intent. Science advances when individual findings come together into a coherent body of evidence. I hope you find the discussion useful. Read more: urotoday.com/recent-abstract… @CandelTx

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Asymmetric Learning: What The Blog Has Been Trying To Say (All Along) "If even one decision lands differently because something here shifted your prior, the whole exercise will have been worth it." ideapharma.substack.com/p/as…
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The Data That Shows Asymmetric Learning Is Winning: Why Biotechs Now Bear the Clinical Trial Load "the data make one thing clear - if you want to lead in discovery/ early development, you need to get comfortable carrying more of the exploration load yourself... Or get very good at partnering with those who do." ideapharma.substack.com/p/th…
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Mike Rea retweeted
Early biotech companies are running more clinical trials (phase 1, 2 and 3) than big pharma:
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I’ve bought 2 old cars since I last had a valid licence - in anticipation of getting my licence back, each time - 13.5 litres and 20 cylinders between them… 2 seizures in 22 months, badly timed, means it’s been a long time… It’s coming back in August - clearly can’t rely wholly on the meds: lifestyle adaptation has been/ will be key…
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Tokens in AI: A Perfect Case Study in Asymmetric Learning "The AI race is not just about who trains the biggest model first. It is about who learns better from every token. Much like the standout launches I covered, execution through asymmetric learning turns promising positions into dominant ones..." My journey through trying to understand what tokens even are... substack.com/@pharmaceutical…

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Standout Launches 2024–2025: Asymmetric learning beats first-mover advantage... "The standout stories of 2024–2025 – and earlier journeys like Karuna’s and Intra‑Cellular’s – show that asymmetric learning is a repeatable competitive advantage" ideapharma.substack.com/p/st…

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Always fascinated when these forecasts are presented - they’re typically widely off… Not saying TDC are worse or better than average…
$LLY - GLP-1 MARKET TO HIT $150 BILLION BY 2030 TD Cowen raised its global GLP-1 sales forecast to $150 billion by 2030, up from $139 billion, driven by stronger demand for diabetes and obesity treatments. The firm now expects 59 million patients on GLP-1 therapies by 2030. Oral weight-loss drugs are projected to capture 14% of sales, while Eli Lilly and Novo Nordisk are expected to remain dominant with market shares of 62% and 31%, respectively.
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Anyone know what 'Manus' AI is? The tab doesn't work (doesn't open a single thing)... There's already an AI with Facebook: Meta... It's also a terrible name - anything with those four letters in that order brings out my childish sense of humour...
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In today’s aspiration for myself, I’ve gone down this route - back when my French was 100x better, I tried this in the original French and didn’t make it through. I’m persuaded that a great way to relearn is this way - reading a simultaneous translation…
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Mike Rea retweeted
Dementia risk down by two-thirds over past 40 years — with no slowdown at the end of the 40-year period So when you hear that the future will bring a tsunami of dementia because there will be many more old people, it ignores that each person will likely be less at-risk (A bit like the 1970s worried about a tsunami of cancer, but age-adjusted death risks are down) jamanetwork.com/journals/jam…, free: pmc.ncbi.nlm.nih.gov/article… Threads&refs: x.com/BjornLomborg/status/20…
Dementia risk down by two-thirds over past 40 years In 1984, nearly 1 in 3 people in their late 80s had dementia By 2024, it’s down to just 1 in 10 Data for US, but similar in Sweden, the Netherlands, the UK, and France jamanetwork.com/journals/jam…, free: pmc.ncbi.nlm.nih.gov/article…
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"A 2006-22 benchmarking study of 18 companies calculated an average Phase I Likelihood of Approval of 14.3% - well above the industry norm. Yet the asymmetry missed in the ‘average’ is telling: Amgen led at 22.8%, followed by Novo Nordisk (20.7%) and Eisai (18.4%). At the lower end sat AbbVie (~8.1%), Astellas (8.6%), and GSK (9.1%). Amgen and GSK illustrate divergent approaches with instructive outcomes..." ideapharma.substack.com/p/ac…

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I was looking for some voice of reason on this topic that suddenly became a topic (including asking @grok, but it mostly seemed to echo the non-science) - here it is, from someone I trust more than Sainsbury’s…
Let me categorically Debunk this utter rot. @sainsburys. I am a poultry Breeder. The hens that lay white eggs (Amberline/White Star) DO NOT have a lower carbon footprint. Yes they eat a bit less and produce roughly the same amount of eggs as the Brown egg layers (Bovan/Lowman/ISA Brown) but they live shorter lives, are prone to dying suddenly when startled, a flighty and nervous and because they live shorter productive lives (12 -18mnths) vs brown 18/24mnths (both commercial farmed), you have to incubate more which is increased (Electricity/gas costs) and their eggs are not the same quality. I breed and keep 20 different breeds, including: ISA Brown hens and White Stars. All my hens are 100% free range, Not a single barn kept bird, I have ISA browns that are 5yrs old and still laying beautiful Brown eggs, I have not seen a White star live beyond 3yrs and certainly none have laid eggs past 18-24mnths. White stars Lay themselves to death. They are slender birds and because they dont eat a lot, it drains their personal vitality to keep up laying the eggs you want to sell because of the nonsensical lie that they are "More Carbon Neutral" You want to know about eggs, come talk to someone like me, Don't rely on some hairbrained imagination of a buyer who's trying to squeeze the profit margin for a few extra pennies at our expense and to the poor hens detriment.
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Imagine sales teams across the UK getting more excited than they have for a long time 😅
A team at Oxford built a search engine for every drug the NHS prescribes, and it has quietly saved the health service millions. It's called OpenPrescribing. The NHS publishes its full prescribing dataset every month. It's 700 million rows of raw numbers nobody could actually read. So Oxford built a tool that turns it into live charts in seconds. You type a drug name. It shows you which practices over-prescribe it, which regions are slow to follow new guidelines, and where the money is being wasted. → Search any drug across any GP practice in England → Find safety and cost outliers instantly → 70 ready-made quality measures → Updates monthly, automatically → Free, open source, MIT licensed 20,000 people use it every month. Doctors. Researchers. Journalists. Public data that sat unreadable for years is now one search away. openprescribing.net/analyse/
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Mike Rea retweeted
A new Openwater project - veterinary. Link below.
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I’m not sure I even know what to say about the UK… If this was 700, not 70, I’d be happier about how they’re spending my tax money…
HM TREASURY are recruiting a CTO with a salary under £80k🫩🫩🫩🫩🫩
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