Dx Experts See Demand for OTC Self-Tests, Tempered by Lack of Reimbursement
Article By Greg Cima / January 11, 2024
In the immediate wake of the COVID-19 pandemic, there was initial enthusiasm that over-the-counter self-administered tests would see an upshot as some believed the widespread use of antigen-based COVID-19 tests would carry over to tests for other indication.
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A Panic Letter and the Quiet Reset of American Biotech
This article examines the quiet but profound reset underway in U.S. biotech, triggered by a rare combination of forces: delayed or reduced federal funding, large pharma cutting mid-stage partnerships, and venture capital pulling back as exits evaporate. Based on insights from Dr. Stanislav Glezer, it reveals a market splitting in two — with capital chasing late-stage and very early assets while Phase 1–2 companies are stranded in the middle. The piece also exposes how government uncertainty, shrinking NIH support, and overlooked patient-behavior realities are forcing founders to rethink their entire company lifecycle. In today’s environment, survival requires new strategies, new geographies, and a deeper understanding of human factors that no protocol can fix.
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Outcome Capital Life Science Market Pulse, October 2025
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