EOS Intelligence

In today’s Perspective by EOS Intelligence, we are looking into the IRA, the Inflation Reduction Act, passed in August 2022 by the Biden government to combat the soaring healthcare costs in the USA. While the act could help make some drugs more affordable, it is also expected to negatively impact some pharmaceutical companies. - The first change in the IRA’s four-pronged strategy is the US federal government negotiating prices of some high-priced prescription drugs covered under Medicare - Under the second prong pharma companies must pay a rebate if they raise the price of prescription medicines covered under Medicare by a higher rate than the inflation rate - The monthly cost of insulin for Medicare patients is capped at US$35, as the third prong. - The fourth prong caps the out-of-pocket costs of Medicare Part D patients at US$4,000 in 2024 and US$2,000 in 2025 - Under the IRA, large pharma companies (with over US$1 billion in net profits), must pay a minimum of 15% annual taxes, a financial burden on these companies - The pharma industry’s revenue is expected to decrease by 2% due to IRA #healthcarecosts #inflationreductionact #drugsprices #medicare Novo Nordisk Gilead Sciences AstraZeneca Bristol Myers Squibb Novartis Roche #perspectives #eosperspectives #eosintelligence https://lnkd.in/divD5Be4

On World Malaria Day, EOS Intelligence is investigating the current status of malaria vaccine development: As partial artemisinin resistance poses a challenge in treating malaria, two vaccines have emerged as potential preventives against the disease - GSK/PATH's RTS,S vaccine and University of Oxford/Serum Institute of India Pvt. Ltd.'s R21/Matrix-M. Presently, there are 133 more candidates undergoing clinical development. #malaria #worldmalariaday #malariavaccine #perspectives #eosperspectives #eosintelligence

In today's EOS Perspectives publication, we are looking at the demise of Cue Health. Known for its user-friendly and rapid-response COVID-19 testing kits, Cue ceased operations in May 2024. The company’s sales plummeted as demand for COVID-19 testing declined. The final blow came when the FDA issued a warning letter and a safety alert against its product. - One of the key reasons for Cue Health’s failure was the absence of a recurring revenue stream - A top-heavy business model, with many individuals in leadership positions, resulted in high salary costs, even amidst financial turbulence - Cue Health’s journey serves as a lesson for industry players about the risks of over-reliance on a single product and the need for portfolio diversification - It highlights the critical need for compliance and transparency in product modifications - For investors, it emphasizes the requirement of stringent due diligence and risk assessment before investing in emerging health technologies #testingkits #covid #medtech #cuehealth #diagnostics #perspectives #eosperspectives #eosintelligence https://lnkd.in/dWfpuGZg

In this week's EOS Perspectives, we are examining Denmark's digital healthcare. The country has made significant progress and is at the forefront of the digital health transformation - Denmark boasts a 99% digitalization rate in healthcare - Strong digital health policies, common IT standards for data exchange, regional governance model, user-friendly digital health solutions, and effective digital health training led to the successful digital health transition  - “Shared Medication Record”, one of the key digital health initiatives, allows patients to view and renew their prescriptions - Denmark actively invests in advanced and innovative technologies to further digitalize its healthcare infrastructure - Significant opportunities exist for companies in remote patient monitoring and virtual care, telerehabilitation, AI-based diagnostics, and healthcare automation, among others #digitalhealthcare #EHR #denmarkhealthcare #healthcaresystem #perspectives #eosperspectives #eosintelligence https://lnkd.in/dV39HVXj

World Multiple Sclerosis Day | May 30 Despite the wide range of therapeutic options available, MS patients experience relapses and worsening disease symptoms, which significantly reduce their quality of life. This #WorldMSDay, EOS Intelligence is examining emerging treatment options #MultipleSclerosis #WorldMSDay #MSConnections #neurology #healthcareinnovation #perspectives #eosperspectives #eosintelligence

World Multiple Sclerosis Day | May 30 Despite the wide range of therapeutic options available, MS patients experience relapses and worsening disease symptoms, which significantly reduce their quality of life. This #WorldMSDay, EOS Intelligence is examining emerging treatment options - Over the past two decades, the Multiple Sclerosis treatment landscape has been transformed by the introduction of numerous novel drugs - Despite these advances, a significant unmet need remains in treating the progressive forms of MS and addressing the underlying neurodegeneration associated with the disease - Bruton Tyrosine Kinase Inhibitors (BTKI) is one of the most promising therapies gaining significant attention to treat both relapsing and progressive forms of MS - There are currently four BTKI drugs in various stages of clinical trials – Sanofi’s Tolebrutinib, Roche’s Fenebrutinib, Novartis’ Remibrutinib, and InnoCare Pharma’s Orelabrutinib - Remyelination is another emerging therapeutic approach through which the damaged myelin sheaths can be repaired, thereby restoring neuronal and axonal health – an aspect largely unaddressed by current treatments - The cost of developing remyelinating agents is high, requiring extensive clinical trials. This raises the market entry barriers for companies - Monoclonal antibodies (mAbs) are becoming the most common therapeutic option to treat MS due to their higher efficacy and fewer side effects as compared with other treatments - The mAb market is highly competitive, with players looking to innovate and differentiate their offerings in areas such as efficacy, safety, and dosing convenience to capture larger market shares. #MultipleSclerosis #WorldMSDay #MSConnections #neurology #healthcareinnovation #perspectives #eosperspectives #eosintelligence https://lnkd.in/dgw7SFbT

Day of Action for Women’s Health | May 28 Despite substantial advances in medical sciences in recent years, there still exists a vast gap in the treatment of diseases that are specific to women. FemTech helps address some of these gaps and offers the potential to help tackle the longstanding issues of women's health. #femtech #womenshealth #dayofactionforwomenshealth #healthcareinnovation #perspectives #eosperspectives #eosintelligence

Day of Action for Women’s Health | May 28 28th May marks the International Day of Action for Women's Health. Women’s healthcare, especially sexual and reproductive health and rights, have long been neglected, and FemTech is emerging as a pivotal force to address the gaps. In EOS Intelligence's new Perspective, we take a deep dive into the world of FemTech: • The FemTech market, valued at $40.2 billion in 2020, is projected to reach $75.1 billion by 2025 • FemTech players are addressing unmet needs in several areas, such as reproductive health, pelvic floor dysfunction, endometriosis, and sexual health • While primarily concentrated in the USA and Europe, this market is also growing in regions such as Africa and Southeast Asia, offering localized solutions such as BukuBumil (Indonesia) and YeneHealth (Ethiopia) • AI and ML are expected to transform the industry in the near future, analyzing large amounts of data and offering accurate, data-driven results • FemTech startups face several challenges: lack of investment, insufficient R&D support, inadequate representation of women in clinical trials, cybersecurity issues, and cultural and social taboos • Women-led companies are likely to create more effective FemTech solutions that identify and cater to women's unique healthcare requirements • Female investors are more likely to invest in and support female entrepreneurs, which could propel the industry's growth #femtech #womenshealth #dayofactionforwomenshealth #healthcareinnovation #perspectives #eosperspectives #eosintelligence https://lnkd.in/dq5quXvV

Following last week's coverage of FMT in animal medicine, we are looking into FMT in humans: Ongoing trials are investigating the effectiveness of FMT in treating various conditions such as CDI, obesity, liver diseases, ulcerative colitis, Crohn’s, Parkinson’s, and IBS. Multiple oral FMT solutions are in phase 1 and phase 2 clinical trials, targeting conditions beyond recurrent CDI, including food allergies and solid tumors. As research progresses, researchers aim to identify bacterial strains for treating various diseases and mass-produce them. #fmt #fecalmicrobiotatransplant #microbiota #perspectives #eosperspectives #eosintelligence BiomeBank Rebiotix Inc (a Ferring Company) Seres Therapeutics Finch Therapeutics https://lnkd.in/d5euKcRF

Over the next two weeks, EOS Intelligence is looking into Fecal Matter Transplants, starting with FMT in animals: The spectrum of animal health conditions that can be treated or managed with FMT will continue to expand to include immune system disorders, metabolic conditions, and behavioral issues. Progress in the animal FMT space will likely be linked to research done in human FMT, as these studies can be extended to animal healthcare or at least be a starting point for animal FMT-specific research, revolutionizing veterinary treatments. #fmt #fecalmicrobiotatransplant #animalhealth #veterinarymedicine #perspectives #eosperspectives #eosintelligence Amend Pet AnimalBiome https://lnkd.in/dd8kHP4y