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David K. Song, MD, PhD, CFA
Recent Posts
Artificial intelligence is being deployed throughout the biopharmaceutical sector by companies trying to bring products to patients faster, and at a...
The GLP-1 agonists semaglutide and tirzepatide are transforming the treatment of obesity. Drug developers, meanwhile, are looking for the next wave...
Cancer is becoming more survivable, thanks to earlier detection and better treatments. But beneath these comforting top-line trends lie some worrying...
In a recent USA Today op-ed President Biden and Senator Sanders penned a stinging attack on the pricing of weight loss drugs calling the $1,100/month...
In October 2023, Goldman Sachs published a report sizing the weight loss market at $100bn. Just several months later that estimate was $130bn. Rising...
I have been attending the American Society for Clinical Oncology (ASCO) for well over a decade. Some years there are fireworks with step function...
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Key Takeaways: GLP-1 drugs have pioneered obesity medication. Yet the race is on for the next generation, and we explore 10 promising new drugs in...
Keytruda (Pembrolizumab) is the world’s biggest drug by sales, on track for more that $24bn in sales in 20231. The drug targets programmed cell death...
Radiopharmaceuticals, or radioligand therapies, stand at the forefront of cancer treatment innovation. These therapies employ radioactive compounds...
In oncology, cell therapy is a groundbreaking approach that involves using engineered immune cells, often sourced from the patient, as a "living...
The cardiometabolic space is more than just the obesity revolution. Although GLP-1 weight loss drugs, like Wegovy, could modify cardiovascular...
Liquid biopsies, a cutting-edge diagnostic tool, are changing the landscape of cancer detection. They harness bodily fluids, such as blood, to...
Cardiovascular and metabolic diseases are a vast chronic burden on patients and society and the leading cause of death globally[1]. However, recent...
Watch our latest webinar to learn about the exciting investment opportunities and challenges within the rapidly evolving field of cancer therapeutics...
Cancer will affect one in every two people in their lifetime. Yet, oncology is on the brink of a revolution, which we expect will trigger a material...
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