The blog going forward

I don’t know exactly when, but sometime in the not-so-distant future I’ll be pausing payouts. To honor anyone that’s made or makes a transaction in the interim, I’ll continue writing a year from that date. After that it’s goodbye...

I monetized this blog around the launch of a pharmaceutical. I did so because what I saw on paper was an excellent product and it was held inside such a small company that it seemed like a great idea to share. Then when it launched shortly thereafter, it took over a market in about a month of advertising. That’s almost unheard of for any offering within any product category as far as I know. Even when a product category selection isn’t teeming with competitors, that’s a really good outcome.

But continued analysis of some behavior began to veer towards incentives that required turning my head into a pretzel to try to understand. It has become clear that this wasn’t a good place to take any of the writing at all or even for my own sake. It painted the joy of the matter black by taking something that ought to just be a product that does a small good for a large number of people.

Now I can’t say I was shocked by a dosing response but the difference in the exact same primary endpoint measured by the EMA that formed the basis of approval in Europe was a relative difference 0.5% or about 1 person. Bad luck like this seems to live on this company like a ghost that occupies a haunted house. Here’s the eudract number if you’re curious: 2016-001204-39. Check out the screening failure rate for that trial it’s… pretty high.

I was attracted by a mostly intangible asset that seems amazing (it is) and unwittingly drawn into some waters that shouldn’t have been getting swam in by anyone. But the realization of that matter-of-fact statement was… a bit late. For the remainder of the time with you here I’ll just continue to cover whatever else that catches my eye.