Margita Engstrom

Networking in Life Sciences

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Profitless profitability- the case of biotechnology?
Phenomenon
The over 4000 dedicated biotechnology companies that were estimated to exist worldwide in 2005 produced a collective revenue of but 63 billion US$, increasing steadily since 10 years. However there is a collective a loss 4.3 billion US$ in 2005. Despite the steady negative net earnings the biotechnology industry is blooming. The industry continues to attract capital and partners for their collaborative drug development and commercialization projects. In 2005 we saw 500+  new agreements, and the industry managed to raise X billion US$ in 2005. There was an increase of 10+% corresponding to the formation of severla hundres new companies. Tounsands of  new patents were issued and approximately 50 new biopharmaceutical drug were approved by the FDA. Further, the current medical product development path is becoming increasingly efficient. The average time of a time to market in 2006 was 8,4 years costing 600 million US$ in average versus 14, years and 800 million US$ in 1996, sowing an increase of efficiency in drug discovery. The biopharmaceutical business seems to be pretty healthy.

Research Question
Given the efficiency of the financial markets the investors are waiting for the return on the biotechnology investment in long-term. One should ask why are the firms showing negative earnings while the revenues have been increasing exponentially, or more shortly where does the money go? Is the competitive landscape pushing the firms to reinvest heavily in the R&D in the wish for sustainable competitive advantage? In the drug discovery business, is the demand for new products in the pipelines within the industry bigger than the pharmaceutical and biotechnology firms can supply?


Does the nature of the technology determine the appropriate organization?

 

Phenomenon
We must start by acknowledging that biotechnology has had a positive impact on the scope of target options available in drug discovery. Furthermore, it has helped the creation of a new industrial sector and has enabled a massive restructuring (but what and how? search more exact data) of the industrial organisation of target identification and validation, drug discovery and the very early stages of development (Hopkins 2007). The emergence of biotechnology is rooted in innovation of academic research and commercialization of innovation. The deregulation of academic patenting, governmental support and access to funding has enhanced the economic materialization of biotechnology innovation.


Research question
Ex poste, one could ask that the pharmaceuticals could have been economically interested in forming separate "new venture divisions" to organize biotechnology research activities at the inception of the biotechnology revolution (stimulating innovation). Taking into consideration the economic interests and the fact that pharmaceuticals have both access to funding new research as the capabilities to bear high-risk projects better than biotechnology firms, one could ask why the pharmaceuticals have not subsequently integrated backwards by acquiring new biotechnology firms, once knowing the economic interest and the need for filling their pipelines. Or were the pharmaceuticals simply not interested (or didn’t they believe in) biotechnology? Did the pharmaceuticals miss the biotechnology opportunity? Were the pharmaceutical organizations not appropriate organizations for biotechnology? Why is it that big pharma doesn't just do biotech themselves? What is special about 'little biotechs'
Does the nature of the biodrug development problem determine the appropriate organization?


Talking bioeconomics, is the (common) way for pharmaceuticals to fund biopharmaceutical drug development and paying royalties for forthcoming sales an economically viable model?

 

Margita Engstrom
M Sc, MBA
 
Researcher at HEC, Stratégie et Politique d'entreprise
 
Ph D student at HUT, Industrial engineering and management. 
 
 
 
 
Bioconconsulting
 
Tel +33 6666 222 37