How GCEA stopped us from sandbagging our pricing and peak sales estimates for Cidara’s flu drug
GCEA shows us how to value a medicine not in terms of what you’d pay for the stock but what society should be willing to pay for the product itself. In this article, we perform GCEA for Cidara’s CD388, an anti-flu drug candidate.
Can AI Get the Flu and Take My Job?
Is AI coming for my job? It’s not uncommon to wonder these days.
What if AI could just read a press release and appreciate the value of a stock at least as well as I think I can? Might not be a big jump from there to AI opening up its own biotech fund.
But before I ceded my job to ChatGPT, I figured I would at least take it for a test drive by having it analyze a press release from a company I knew well.
RAVen’s Project Condor fights flu with Cidara deal
There is a real and urgent need for better flu prophylaxis and therapeutics. RA Managing Director Laura Tadvalkar writes about why RA is excited to lead a transformative transaction that returns a long-acting antiviral for flu to its original developer Cidara, and RA’s new initiative to help make outlicensing from pharma companies faster and more efficient.