What is End­points?


Let me start by out­lin­ing a few things we’re not do­ing.

We’re not an­oth­er ag­gre­ga­tion ma­chine. There are plen­ty of places that will give you a quick and ster­ile snap­shot of the bio­phar­ma R&D world. And that’s not us.

We’re not the AP or any oth­er wire ser­vice. There’s al­ready an AP, Reuters, Bloomberg, and they do a fine job. That job is cov­ered.

We’re not stock pick­ers. Frankly, we wouldn’t know where to be­gin.

Many of you may know Pub­lish­er Ar­salan Arif and I from an ear­li­er com­pa­ny we worked at.

We’re not that com­pa­ny, ei­ther.

So what are we?

We’re a deeply ex­pe­ri­enced team of own­er/ed­i­tors that has spent more than a decade learn­ing about glob­al drug de­vel­op­ment and dig­i­tal me­dia. We aim to put that ex­pe­ri­ence, and the con­tacts we’ve de­vel­oped in-per­son and on­line to work for you; an­a­lyz­ing in­dus­try news for in­dus­try pro­fes­sion­als, pro­vid­ing the da­ta and in­for­ma­tion need­ed to in­tel­li­gent­ly as­sess where the bio­phar­ma re­search in­dus­try is head­ed.

Yes, in ad­di­tion to break­ing sto­ries and plen­ty of en­tire­ly orig­i­nal con­tent, we will al­so source pubs around the globe in pur­suit of a big goal. But we will al­ways put the news in con­text. And we will al­ways cut to the chase. That’s our se­cret sauce. And it’s some­thing that can’t be cloned.

Over the past two years, Ar­salan has been de­vel­op­ing a new dig­i­tal news plat­form that em­ploys its own orig­i­nal ap­proach to high­light­ing the re­ports from around the globe that mat­ter most. That’s our Ear­ly Edi­tion, which he ham­mers away at dur­ing predawn hours. And he al­so has an en­ter­tain­ing/in­sight­ful col­lec­tion of links to the most sought-af­ter con­tent, ranked by Twit­ter pop­u­lar­i­ty.

You’ll find Ar­salan and I again in our main edi­tion at noon EST (pub time, Lon­don; Star­bucks time, San Fran­cis­co; the mid­night spe­cial in Shang­hai), pro­vid­ing an an­a­lyt­i­cal, da­ta dri­ven dai­ly re­port on the drug R&D world. I’ll spend my day fo­cused on in­ter­pret­ing the top news and pro­vid­ing a da­ta-dri­ven set of an­a­lyt­ics specif­i­cal­ly for bio­phar­ma pro­fes­sion­als. Go to endpts.com to catch the live stream, as I pur­sue a re­al-time con­ver­sa­tion with read­ers.

On­line fi­nan­cial news hasn’t just cre­at­ed a new out­let for me­dia. It’s fun­da­men­tal­ly de­mand­ed a new style that re­quires a lot of hands-on ex­pe­ri­ence.

That’s who we are.

It won’t all be 100% fin­ished. We’ll prob­a­bly nev­er be 100% done with any­thing. The busi­ness we’re in is chang­ing in ex­plo­sive ways. We’ll try to keep up, some­times we may try to lead.

If you’ve got ques­tions, drop me a line. The best way to un­der­stand is to read one of our re­ports.

We hope you sub­scribe and stay with us for this ride. We’ll work for it.

— John Car­roll   john@end­pointsnews.com




A fa­vorite in Alex­ion’s C-suite is leav­ing, and some mighty sur­prised an­a­lysts aren’t the least bit hap­py about it

Analysts hate to lose a biotech CFO they’ve come to trust and admire — especially if they’re being blindsided by a surprise exit.

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David Grainger [file photo]

'Dis­con­nect the bas­tard­s' — one biotech's plan to break can­cer cell­s' uni­fied de­fens­es

Chemotherapy and radiotherapy are the current gladiators of cancer treatment, but they come with well-known limitations and side-effects. The emergence of immunotherapy — a ferocious new titan in oncologist’s toolbox — takes the brakes off the immune system to kill cancer cells with remarkable success in some cases, but the approach is not always effective. What makes certain forms of cancer so resilient? Scientists may have finally pieced together a tantalizing piece of the puzzle, and a new biotech is banking on a new approach to fill the gap.

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While No­var­tis ban­ish­es Zol­gens­ma scan­dal scars — Bio­gen goes on a Spin­raza 'of­fen­sive'

While Novartis painstakingly works to mop up the stench of the data manipulation scandal associated with its expensive gene therapy for spinal muscular atrophy (SMA) Zolgensma— rival Biogen is attempting to expand the use of its SMA therapy, Spinraza. 

The US drugmaker $BIIB secured US approval for Spinraza for use in the often fatal genetic disease in 2016. The approval covered a broad range of patients with infantile-onset (most likely to develop Type 1) SMA. 

Jason Kelly. Mike Blake/Reuters via Adobe

Eye­ing big ther­a­peu­tic push, Gink­go bags $290M to build a cell pro­gram­ming em­pire

Ginkgo Bioworks is on a roll. Days after publicizing a plan to nurture new startups via partnerships with accelerators Y Combinator and Petri, the Boston biotech says it has raised another $290 million for its cell programming platform to reach further and wider.

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UP­DAT­ED: Speak­er Nan­cy Pelosi to un­veil bill for fed­er­al­ly ne­go­ti­at­ed drug prices

After months of buzz from both sides of the aisle, Speaker Nancy Pelosi will today introduce her plan to allow the federal government to negotiate prices for 250 prescription drugs, setting up a showdown with a pharmaceutical industry working overtime to prevent it.

The need to limit drug prices is a rare point of agreement between President Trump and Democrats, although the president has yet to comment on the proposal and will likely face pressure to back a more conservative option or no bill at all. Republican Senator Chuck Grassley is reportedly lobbying his fellow party members on a more modest proposal he negotiated with Democratic Senator Ron Wyden in July.

Jeff Kindler's Cen­trex­ion re­news bid to make pub­lic de­but

Jeffrey Kindler’s plan to take his biotech — which is developing a slate of non-opioid painkillers — public, is back on.

The Boston based company, led by former Pfizer $PFE chief Kindler, originally contemplated a $70 million to $80 million IPO last year— but eventually postponed that strategy. On Wednesday, the company revived its bid to make a public debut in a filing with the SEC — although no pricing details were disclosed.

Zachary Hornby. Boundless

'A fourth rev­o­lu­tion in can­cer ther­a­pies': ARCH-backed Bound­less Bio flash­es big check, makes big­ger promis­es in de­but

It was the cellular equivalent of opening your car door and finding an active, roaring engine in the driver seat.

Scientists learned strands of DNA could occasionally appear outside of its traditional home in the nucleus in the 1970s, when they appeared as little, innocuous circles on microscopes; inexplicable but apparently innate. But not until UC San Diego’s Paul Mischel published his first study in Science in 2014 did researchers realize these circles were not only active but potentially overactive and driving some cancer tumors’ superhuman growth.

It’s fi­nal­ly over: Bio­gen, Ei­sai scrap big Alzheimer’s PhI­I­Is af­ter a pre­dictable BACE cat­a­stro­phe rais­es safe­ty fears

Months after analysts and investors called on Biogen and Eisai to scrap their BACE drug for Alzheimer’s and move on in the wake of a string of late-stage failures and rising safety fears, the partners have called it quits. And they said they were dropping the drug — elenbecestat — after the independent monitoring board raised concerns about…safety.

We don’t know exactly what researchers found in this latest catastrophe, but the companies noted in their release that investigators had determined that the drug was flunking the risk/benefit analysis.

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Mer­ck helps bankroll new part­ner Themis' game plan to fin­ish the chikun­gun­ya race and be­gin on­colyt­ic virus quest

As Themis gears up for a Phase III trial of its chikungunya vaccine, the Vienna-based biotech has closed out €40 million ($44 million) to foot the clinical and manufacturing bills.

Its heavyweight partners at Merck — which signed a pact around a mysterious “blockbuster indication” last month — jumped into the Series D, led by new investors Farallon Capital and Hadean Ventures. Adjuvant Capital also joined, as did current investors Global Health Investment Fund, aws Gruenderfonds, Omnes Capital, Ventech and Wellington Partners Life Sciences.