Email and Tweets

china.bonding at

Sunday, February 22, 2009

Virtual-ly Working

The sun hovers just above the horizon, the light and heat still coming, but fading. I relax on the second floor patio, sipping cheap beer, watching a hawk circle the golf course. Visiting family in temperate, southern suburbia. Savoring the real world, but contemplating a virtual one. A Pharma one.

The Big East coast BD stands freshly completed, still being digested, but the West coast road show will fire up soon. I'm joining...last minute.Flights to arrange, meetings to schedule, more time in the US and more time at 'old' home on the east coast, waiting. I'm ambivalent about the change in schedule. I feel the pull of the future in China, a restless horse in the starting gate, but nostalgic at the opportunity to visit 'older' home on the West coast, and see familiar faces there, and smell flowers in February. Taking advantage of the unexpected time in the US, I surprise family and pop in for the weekend to escape the bitter cold. Its 65F (18C) here.

The warmer temperature relaxes the body and allows the mind to ponder. Pondering about the snapshot of the industry I've been afforded in the past weeks. Tectonic scale forces are acting upon us. The view of so many companies response to these pressures remains in my mind. Some big pharmas streamline their bureaucracy, to become lean, yet large powerful discovery engines, others try to disperse themselves into small entrepreneurial bits. Almost all have begun some outsourcing in search of efficiency, chemistry at first. Screening, DMPK and Tox more frequently, and on the extreme...outsource everything. True virtual pharma. Seriously, a one person company, it's here. (One Man, One Company OMOCs?)

First impressions on one person companies, it's enabling. Perhaps wonderfully enabling. One person, one idea...lower cost to push it forward. More targets get investigated due to lower cost and benefits to all. Also, the CRO’s will become specialized…not just doing one kind of medchem, but industry wide medchem experts. Specialization. The downside could be the lack of brain storming, of many talented minds (with a vested interest) and perspectives around a table, debating, arguing, building new strategies on the structures of each other, synergizing. The experienced talent in the CRO's could mitigate this somewhat. Issues both detracting and enhancing are yet to be uncovered. I wonder if in ten years we’ll be kicking ourselves for not starting OMOCs sooner.

No comments:

Post a Comment