Separating Signal from Noise: Investment Implications in Alzheimer’s Disease

Abstract Alzheimer’s disease, having a large U.S. patient population, is associated with significant health and economic detriments. Historically, drug discovery efforts have yielded limited success, however, multimodal information and understandings on novel targets are improving. Scientific consensus suggests that the future Alzheimer’s landscape will resemble diabetes, with incremental treatment innovations over time. Organizations can build […]
The End of Empiricism: Merck Bets Big on Biomarker-Led Oncology

Background: ASCO 2025 and the Normalization of Precision At ASCO 2025, precision medicine no longer presented as an aspirational ideal. It has become a practical necessity. Across tumor types and modalities, the most prominent development programs were those guided by biomarker-driven patient selection. Biomarkers have become central to clinical trial design, regulatory alignment, and […]