John Hood retweeted
China has gotten ahead of the US in biotechnology, largely by making their clinical trial system more effective. I covered this in a @nytimes article.
Now, American patients are travelling there to have access to drugs they can't access at home. It's high time the US woke up and implemented much needed reforms.
"She had been through chemotherapy and surgery, but the cancer had now spread to her brain. And she didn’t qualify for the relevant clinical trials.
“Too bad she’s not Chinese,” a doctor told her son... “She could go to a pharmacy in China and buy it.”
kffhealthnews.org/health-ind…
John Hood retweeted
Pharma has already acquired all 27,000 Chinese ADCs against the same 3 targets so not sure there's anything left.
Pharma is bracing for tougher Treasury scrutiny of China deals, with draft outbound investment rules expected Thursday.
endpoints.news/treasury-expe…
John Hood retweeted
.@WSJ ran an article about nurses quitting in droves due to how stressful and dangerous their jobs are. Patients frustrated by long wait times (or mental illness) can turn violent. Hospital quality of care is dropping and costs are going up.
Let’s zoom out.
Did you know that US spends around $20B on HIV antivirals? Seems like a lot. In isolation, members of public, congress, and media would cite that as a problem. But those drugs are keeping over 1M HIV+ Americans healthy and out of hospitals. Without those antivirals, we would likely need to build another 200 hospitals staffed by tens of thousands of doctors and nurses to deal with the disease burden of all those people succumbing to AIDS. If those nurses couldn’t be hired, then all of today’s nurses would be all the more burdened by all those extra sick patients, just like they were during Covid. And we would lose over 1M people from the workforce, because you can’t really hold down a job when your immune system has been wiped out by HIV and you are constantly battling infections. And odds are many people would drop out of workforce to become caregivers to their loved ones. All that disease would cost around $60B in extra healthcare costs.
But instead, we have antivirals. Pills that keep HIV in check. Only $20B and when they go generic, even less. And today’s nurses don’t have to worry about an AIDS epidemic on top of all else they have to deal with.
For Americans, the $20b is experienced as about $5/month in premiums/taxes, which averts $15/month in expense on AIDS. It’s cost saving even before the drugs go generic.
There are more medicines coming that treat all kinds of diseases and conditions associated with hospitalizations and ER visits. Medicines for heart failure, lung disease, and infectious disease. When they launch, you will hear about their prices and costs. But consider how those medicines help nurses by keeping people out of hospitals, letting nurses deal with everyone else. Maybe it leads to fewer nurses burning out and improves healthcare for everyone else, not just the patients taking those new medicines.
Solving diseases with new medicines is way better than relying on hospitals. And drugs generic, hospitals and people don’t. Without new medicines, we’ll be condemned to spending ever more on healthcare without hope of it ever getting better.
John Hood retweeted
Rep. Jake Auchincloss (D-MA) says when it comes to competing with global biotech, Washington needs to “fix itself and worry less about what China is doing.”
John Hood retweeted
If you care about biotech and drug development watch this interview with Matt Gline, the CEO of Roivant, a biotech firm that is now worth $24 billion.
He talks about why he thinks predictions about AI from people like Anthropic’s Dario Amodei are overly optimistic.
“If Dario is right and I'm wrong, and he cures every disease in five years, man, are we all the winners from that outcome,” Gline said.
“I think if you work in this industry, it is very hard not to be skeptical of any of those claims. Because, and I've said this in other settings recently too, biotech is a wood chipper that like is built to like ingest souls and shred them. It's just like such a hard business that like someone comes and they're like, oh, but I've built a computer and I'm going to push a button and all of that goes away and it just works. Like that is probably not the way that's going to go.”
John Hood retweeted
#NEWS: Today we announced the Phase 2b WHISTLE-PF trial evaluating taladegib met its primary endpoint and multiple secondary endpoints in patients withidiopathic pulmonary fibrosis (IPF).
Read more: bit.ly/4AW9FNM
#MedEd #MedX
John Hood retweeted
Endeavor says its IPF drug met the main goal of a Phase 2b trial and could reverse the disease, not just slow it. endpoints.news/endeavor-notc…
John Hood retweeted
Endeavor BioMedicines has solidified its potential threat to Big Pharma with a phase 2b readout suggesting its Hedgehog inhibitor could become the first drug to reduce lung fibrosis while increasing total lung capacity. fiercebiotech.com/biotech/en…
John Hood retweeted
Any add-on therapy in obesity will face regulatory and commercial challenges.
Barring any recent changes I am not aware of, there is no FDA regulatory path for "muscle sparing" agents.
To get an obesity label, you need to demonstrate at least 5% placebo-adjusted weight loss as a mono therapy.
John Hood retweeted
Congratulations to Karim Mikhail on his appointment as Director of CBER.
I read his post carefully. One line belongs at the front of every review:
“The scientific record tells you what a therapy does. It cannot tell you what waiting for the treatment costs.”
I have sat with families whose disease has no approved treatment. For them a review clock is far more than a metric. It is time they may not have. He is right to put that sentence first. It decides how the rest of the job gets done.
Every regulatory decision carries two risks: the risk of approving a product, and the risk of not approving it. Both are real. Both land on real people. Only one of them makes headlines.
It is easy to say no when you fear tomorrow’s story about a side effect. We will never see the headline about the child who died, the patient who went blind, or the parent who ran out of time because a promising therapy never reached them. For rare and fatal diseases with no other hope, that silence is not neutrality. It is a cost.
This is not an argument for lowering the bar. The FDA must still keep products off the market that carry real risk and offer no meaningful benefit. Inspections matter. Data integrity matters. Informed consent matters. Post-approval commitments and rigorous safety monitoring are how you give desperate patients a chance without abandoning the scientific method.
Rigor and urgency are not opposites. Rigor is what makes speed worth anything. Speed without rigor is recklessness. Rigor that ignores the patient running out of time is a quieter failure — easier to defend in a memo, and just as final for the family.
Where traditional gold-standard trials cannot be done — too few patients, too rapid a decline, a first-in-class mechanism that will never fill a conventional control arm — the honest answer is not “come back in ten years.” Use the best evidence that can actually be generated. Put the uncertainty in plain language. Require the monitoring that protects the next patient.
Then trust American physicians and American patients to decide. The FDA’s job is to make sure the science is sound and the information is complete. Then let patients and doctors do what is best for them.
The FDA’s only client is the American patient. Full stop.
That is why Advisory Committees matter. Open them. Staff them with people who actually treat the disease. Disclose conflicts out loud, under penalty of perjury, before another word is spoken. Give complex science more than a truncated day. Let patients speak. A modest functional gain that looks unimpressive on a slide can be the difference between a life lived and a life lost.
I have enormous respect for the career scientists inside CBER (I have gotten to know many including at other FDA centers) The work on both sides of the desk is harder than the other side believes.
Leadership’s job is to give them a north star that is patient-first, America-first, and innovation-first at the same time — and then to have their backs when they apply it honestly.
“Frontier science only matters when it reaches patients.” Congratulations to Karim. The families who do not have ten years need CBER to get this right.
Weigh both risks. Tell the truth about uncertainty. Protect people from empty products. Do not protect process at the expense of the only person the agency exists to serve.
While risk-benefit analysis is essential, for many serious diseases we also need risk-vs-risk analysis:
The risk of approving a therapy… versus the risk of not approving it.
It’s easy to say “no” when you fear tomorrow’s headlines about a tragic side effect.
We will never see headlines about the patient who died because the drug that could have saved them never reached them.
Let’s keep our focus on patients — not just p-values. ❤️
John Hood retweeted
Developing medicines that could help save people’s lives is highly regulated & takes over a decade. Biopharma is cast as a villain despite painstakingly process w patients at the forefront.
AI companies: “We believe our technology could end civilization in the next decade”
John Hood retweeted
I wonder how things would have panned out if we didn't regulate all physical progress nearly out of profitability or existence. Medicine, building houses, infrastructure and so on.
All our creative energies and capital got directed into the only domain that was free, instead: software. And here we are, with social media making us all more insane and maybe creating a super intelligence that will kill us all.
What if instead of that we would have made it easier to direct our energies towards the things that nourish humans, the things with concrete outcomes in the physical world? How might our world have looked like?
John Hood retweeted
Replying to @PFWarrior
@PFWarrior has endorsed the FAIR Act (H.R. 7953).
For patients and families facing rare and life-threatening diseases, such as pulmonary fibrosis, time matters. The FAIR Act is designed to help accelerate access to clinical trials and innovative therapies in the U.S. that are already approved by trusted international regulators, while maintaining FDA oversight.
We are grateful to PF Warriors for their support of this important effort to expand access to innovation and help bring promising clinical trials and therapies to American patients sooner.
Thank you for joining the growing FAIR Act coalition.
Learn more: FAIRActNow.com
#FAIRActNow #RareDisease #PatientAdvocacy #PulmonaryFibrosis
John Hood retweeted
Replying to @Dr_R_Kurzrock
I don’t know how to convince ppl there are real harms to delays, lack of access etc
John Hood retweeted
"The number of new drugs approved per billion dollars of research and development spending has roughly halved every nine years since the 1950s... Researchers have a name for this phenomenon: Eroom’s Law. It’s a deliberate inversion of Moore’s Law"
nytimes.com/2026/09/04/opini…
John Hood retweeted
#TeamEndeavor spotlight: Sunil KC, PhD, VP of CMC, leads the development and manufacturing of taladegib (ENV-101), our investigational candidate for people living with #IPF.
Learn more: bit.ly/4ifA0zi
John Hood retweeted
#DidYouKnow: The FAIR Act harmonizes drug reviews/approvals and clinical trials between the U.S. and trusted international regulators while preserving @FDA authority, ensuring rigorous safety standards remain in place.
âś… No automatic approvals
âś… FDA retains full discretion
âś… Only trusted international regulators with strong evidence standards are considered
Patient safety isn’t compromised; it’s prioritized.
Learn more about #FAIRAct today: bit.ly/4qHo5fR
#PatientSafety #FDA #HealthPolicy
































