In 2023, Roche and Novartis led the pack in drug pipeline scale

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When reviewing R&D spending trends for 2023, Merck & Co. is a clear outlier given its decision to count its $10.3 billion Prometheus acquisition as an R&D charge. In all, the company committed more than half of its revenue to R&D. But Swiss giants Roche and Novartis remain frontrunners in terms of their pipeline of potential new medications. Both have more than 190 drugs in their pipelines.

Roche’s diversified approach ranges from oncology to ophthalmology

Roche’s focus spans oncology, immunology, neuroscience, and cardiovascular diseases. The company’s oncology portfolio stands out with candidates such as inavolisib and giredestrant that target novel mechanisms in breast cancer. Additionally, Inavolisib, a PI3K inhibitor, targets the PI3Kα isoform, involved in the pathways that drive cell growth and survival. It shows potential not only in breast cancer but also i…

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Here’s what molecular shape can tell you about pharma innovation

Photo by Anna Shvets from Pexels

Is it possible that pharmaceutical innovation has accelerated over the past two decades — with the novelty of small molecule and peptide drugs steadily increasing?

That’s the conclusion suggested by a recent study published in ACS Medicinal Chemistry Letters, which found roughly 65% of FDA-approved drugs in 2020 were structurally novel. Last year’s drug approvals even included at least one new molecular entity based on a novel molecular shape. 

The finding flies in the face of the talk of an innovation crisis in the pharmaceutical industry. Before COVID-19 struck, pharma industry observers tended to chide the industry’s recent innovation track record. R&D costs per drug have increased significantly, while drug blockbusters have grown more scarce. Despite the pharma’s historically high-profit margins, the sector generally trailed the S&P 500 in the years leading up to the pandemic. 

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Here’s what molecular shape can tell you about pharma innovation

Photo by Anna Shvets from Pexels

Is it possible that pharmaceutical innovation has accelerated over the past two decades — with the novelty of small molecule and peptide drugs steadily increasing?

That’s the conclusion suggested by a recent study published in ACS Medicinal Chemistry Letters, which found roughly 65% of FDA-approved drugs in 2020 were structurally novel. Last year’s drug approvals even included at least one new molecular entity based on a novel molecular shape. 

The finding flies in the face of the talk of an innovation crisis in the pharmaceutical industry. Before COVID-19 struck, pharma industry observers tended to chide the industry’s recent innovation track record. R&D costs per drug have increased significantly, while drug blockbusters have grown more scarce. Despite the pharma’s historically high-profit margins, the sector generally trailed the S&P 500 in the …

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