A Shifting Market Environment and Strategies Fueling Innovation in Prostate Cancer Treatment
Blockbuster drug patent expiration, advances in enabling technology, and the emergence of personalized medicine for prostate cancer treatment create a landscape worth examining.
A Shifting Market Environment and Strategies Fueling Innovation in Prostate Cancer Treatment
Published in Nature Biotechnology
Authors: Michael Casasanta, PhD , Nicholas Frame, PhD & Oded Ben-Joseph, PhD, MBA
Abstract:
• Exploring strategic decision-making within the prostate cancer market; a look at the intersection of innovation and opportunism
• We explore how leading companies are adapting to maintain and grow market leadership in an environment of patent expiry, technological advancement, and regulatory landscape shifts
• There has been a flurry of transactional activity in the space among medical device and pharmaceutical companies in recent years
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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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