Interested to do a straw poll and see which biotechs people think could potentially impact the treatment landscape the most?
Which are doing the most exciting research? Which are likely to be the most successful? Do we have another Amgen in the making just starting out?
Throw me some names!
Great question!
I'll kick things off by saying that some of the stem cell biotechs could be interesting to watch. Despite some of the remaining controversies, stem cells do have the potential to radically change the treatment landscape.
Reneuron is one company involved in this space but I'm sure there are many others.
Depends what you mean by groundbreaking. Something can be groundbreaking in a sense of being interesting but very high risk / potentially non-viable commercially.
Assuming you mean the most exciting and commercially viable research then Celgene is definitely doing some exciting stuff in cancer. Not sure they're classed as "small" though.
On second thoughts,things are looking a tad too "exciting" for Celgene right now...
Here's a relevant piece from Fierce
Thanks Stelerix - it will be interesting to see how these biotechs who are being "picked off" perform once they are part of a larger company. Doing the deal is one thing - successfully integrating another one entirely!
Vertex is certainly the darling of the investors at the moment. As a more general point though I think biotechs looking at antivirals / prophylactic treatments for viral infections could do well as we uncover more and more diseases that are linked to them (especially cancers).
Very tough area though prophylactic antivirals - hard to find effective ones and there can be associated health risks perceived or otherwise (look at all the fuss with the MMR vaccines).
But agree that biotechs focussing on health, wellness and prevention will do well in the long run.
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