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Mike Rea
26.2K posts
Mike Rea
@ideapharma
Pharmaceutical innovation geek. Author, Pharmaceutical Positioning. Post about clients sometimes. Founded IDEA Pharma. Created Pharmaceutical Innovation Index
Bradenham, Norfolk Katılım Ağustos 2010
1.6K Takip Edilen8.9K Takipçiler
For those still claiming English wine is poor quality:
@gusbourne's Fifty One Degrees North 2016 was ranked No. 2 in Wine Enthusiast’s Top 100 Wines of 2025.
Sugrue South Downs’ The Trouble With Dreams 2009 Magnum won Best in Show at the Decanter World Wine Awards 2025.
@Nyetimber's Blanc de Blancs 2016 Magnum was named Champion Sparkling Wine at the International Wine Challenge 2025.
These aren’t novelty awards. These are English wines competing at the top end globally.
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99% of the wine consumed in England is imported.
Yet there are now over 1,000 vineyards producing award-winning wine on home soil, with sales growing year on year.
If just 5% of the market shifted to local producers, that's around £750 million a year staying here.
Supporting jobs, businesses and investment across the country.
That's exactly why we're building MadeInEngland.com.
Follow us as we uncover the people, products and businesses that make England special.
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Mike Rea retweetledi
Two giants in prostate cancer. One important conversation.
Great to see Drs. Mark Garzotto and Phillip Koo discussing the evolving clinical impact of aglatimagene besadenovec (CAN-2409) + valacyclovir with radiotherapy in localized prostate cancer.
The discussion goes beyond mechanism and focuses on what matters most for patients: increasing the chance of living free from recurrence, delaying future interventions, and preserving quality of life.
Exciting to see the conversation around immunotherapy continue to expand in earlier-stage prostate cancer.
urotoday.com/video-lectures…
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Mike Rea retweetledi
Some new modalities may have the best of both worlds: broad and personalized at the same time. Aglatimagene besadenovec: pan-solid tumor immunotherapy, off-the-shelf, individualized anti-tumor immune response.
Eric Topol@EricTopol
The ramp up of cancer immunotherapy is remarkable. Now we're seeing vaccines achieve some cures or remissions in the most refractory cancers: pancreatic, melanoma, glioblastoma, renal, triple-negative breast cancer. ✓ out the new Ground Truths (link in profile)
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I do have a Ferrari, a 30 year old one, at the lowest entry point for a near-perfect car. This is terrible - truly horrible.
But, what people don’t seem to be getting about people who can afford new Ferraris is, they can’t just rock up with their wallets and buy one. You need to earn/buy the right to be in the queue.
If this sells, it’ll be because they want a real one, and to be allowed to buy one
La Gazzetta Ferrari@GazzettaFerrari
🚨 | BREAKING! Ferrari has just revealed its first fully electric car, the Luce.
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‘Questioning the value of McK advice’ perhaps…
Polymarket@Polymarket
NEW: AI is reportedly pushing McKinsey & rival consulting firms to rethink pricing, as clients are “questioning the value” of human advice.
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Mike Rea retweetledi
If you could:
- listen only to your current library for the rest of your life
- listen only to what Apple or Spotify think you should listen to on Release Radar or New Music
What would you choose?
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Asymmetric Learning from the Shadows: What WWII Spies Teach Pharma About Covers, Tells, and Truth-Seeking
"under extreme uncertainty, victory belongs to those who can update fastest on reality’s own terms"
ideapharma.substack.com/p/asymmetric-l…
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@DrSamuelBHume @statnews @matthewherper @ADeAngelis_bio Appreciate it, and apologies if I missed the post - the Index and its side-indices were my invention, but I’m no longer there - big fan of the team who put it together
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Credit to IDEA, where it’s due…
As part of the Pharmaceutical Innovation and Invention Index, released at the @statnews West event
@matthewherper @ADeAngelis_bio
Samuel Hume@DrSamuelBHume
Which big pharmas have the most fragile revenues? Merck, Pfizer, Johnson & Johnson, BMS, GSK and Amgen are most exposed, with >50% of current revenue coming from drugs that lose exclusivity by 2029
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“The biology keeps finding uses the designers didn’t predict.”
Exactly. Pretty much always true…
The need for greater optionality in early phase is increasingly apparent - watch this (my) space for more…
Avi Roy@agingroy
Eli Lilly released retatrutide Phase 3 data yesterday. 28% weight loss in 80 weeks. The most powerful obesity drug that’s ever been tested. And today the cancer signal drops. 12,112 patients. Seven tumor types. GLP-1 users had half the lung cancer metastasis rate (10% vs 22%). Breast cancer: 43% cut. Colon cancer five-year mortality in a separate study: 15.5% vs 37.1%. Cancer joins a list that already includes heart disease (SELECT, 20% MACE reduction), kidney failure (FLOW, 24% slower decline), sleep apnea (SURMOUNT-OSA, FDA-approved), addiction (BMJ, 600K veterans, 18-25% reduction across substances), and liver disease (86% fat clearance). Tumors express GLP-1 receptors. Activate them and NF-kB drops, apoptosis rises. The drug isn’t just shrinking fat. It’s talking directly to the cancer. One drug class. Designed for blood sugar. The biology keeps finding uses the designers didn’t predict.
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The ‘ask @grok “is this true?”’ is one of the best updates on here in a long time…
Crémieux@cremieuxrecueil
Increasingly many studies are showing that GLP-1RAs seem to slow down cancer growth!
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Mike Rea retweetledi
The ave. R&D cost of getting a single drug approved is still eye-wateringly high ($4.6B!) but that hides wide variation. Biogen topped this a few years ago & so shows that this can be turned around. Now it's Boehringer-Ingelheim's turn to top the inefficiency list at ~$10B!!
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What if we reframed early development as opportunity-seeking? Pre-decision exploration rather than de-risking toward one path. Designing for a favourable wind instead of praying it appears exactly when we’re ready...
linkedin.com/pulse/opportun…
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Mike Rea retweetledi
Haya Therapeutics spotlighted by IDEA Pharma's annual Innovation Index report on big pharma (which Lilly tops!) within a series of small companies that it views as “disruptive pioneers.” statnews.com/2026/05/19/pha…
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Thanks so much to @ADeAngelis_bio and @matthewherper for adding to the weight of the Index so perfectly 👏🏼
Mike Rea@ideapharma
I launched the Pharmaceutical Innovation/ Invention Index, and I’m delighted to see its 15th iteration - measuring innovation (creation of value from invention) and pipeline strength… Unveiled at the @statnews West event today. No real surprise to see @EliLillyandCo top both 👏🏼
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I launched the Pharmaceutical Innovation/ Invention Index, and I’m delighted to see its 15th iteration - measuring innovation (creation of value from invention) and pipeline strength… Unveiled at the @statnews West event today. No real surprise to see @EliLillyandCo top both 👏🏼
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Real-Time Trials, In Vivo CAR-T Bets, and GLP-1 Scale: Asymmetric Learning in Action
What the FDA’s RTCT pilot, Lilly’s Kelonia move, and tirzepatide’s continued dominance reveal about Premise → Proof → Promise when incentives actually reward wanting to know
ideapharma.substack.com/p/real-time-tr…
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@barttels2 @statnews @ADeAngelis_bio Aah, bless you - although I've the same @ that I started this all with, the company let me go in February, so it's no longer me/ mine... Can't believe I'm not there for the 15th, but I wish it well as it continues to try to show the difference between pipeline and innovation...
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#STATBreakthrough West is tomorrow. Secure your ticket and explore the agenda below!
Join us here: statnews.com/stat-summit-we…
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