You may recall that when GlaxoSmithKline cut down the Research Triangle site, that "up to 450" employees were said to be transferred to a contract organization, Parexel. In many cases, these people were doing the same jobs, in the same buildings, but were now doing it for less money. (Something similar happened a few years back at Eli Lilly, in a deal with Covance).

Now comes word that up to 200 of those Parexel employees are being laid off anyway. So in the end, it bought them a few months on the way to the same destination. According to that story from local station WRAL, the CEO of Parexel had announced the cost-cutting efforts earlier this year, without going into details, under the name of the "Margin Acceleration Program".

So we can now add another one to the long list of euphemisms and doubletalk phrases used to describe the process of dumping hundreds of people out onto the sidewalk. And if you still work for Parexel, remember: you're working for a company that can use a term like "Margin Acceleration Program" and not crack the faintest vestige of a smile. Plan accordingly.

The day for the big Pipeline move is almost at hand! Friday's posts here will be the last on the Corante site, and the new one at Science Translational Medicine will go live on Monday morning. I'll post the new URL shortly.

I wanted to give everyone fair warning that although this domain will soon redirect to the new one, the timing may not be perfect. Any comments posted here after noon on Friday will not migrate - that's when the last update file to the new site will be sent over. I'll be turning commenting off on all the recent posts here, just as a safety measure.

I've been saying a lot of unkind things about Axovant, the insta-company that's taking a discarded GSK Alzheimer's candidate and running with it. But thanks to Adam Feuerstein, I have another company to roll my eyes about. They have a completely different Alzheimer's plan - they've taken a discarded Pfizer candidate and are running with it. The drug in question is azeliragon, formerly PF-04494700, targeting RAGE (the receptor for advanced glycation endpoints), and the company's press material about it includes a qualifying statement that you don't run across very often:

"Despite the 20mg/day dose being stopped by the DMC due to acute, reversible, concentration dependent cognitive worsening and the study being prematurely stopped for apparent futility, the study achieved its prespecified objective demonstrating a statistically significant 3.1 point different (p = 0.008) favoring azeliragon 5mg/day over placebo at 18 months in patients with mild to moderate AD."

That's in the ADASCog rating, but the overview goes on to say that "the study was not powered to show significant differences for global, functional, cognitive and behavioral secondary endpoints". Here are some publications on the trials themselves. Now, being generous, one could conclude that there's a chance for this to work - after all the 5mg/day numbers are, presumably, what they are. But at a 4x higher dose, big trial-ending trouble was seen, of just the sort that you can't have in Alzheimer's ("acute cognitive worsening"). And we have no idea where that kicks in between the two doses. This is a very, very tight window between what could be a good effect and what is certainly a very bad one, which is surely why Pfizer dropped the compound like it was giving off gamma rays and has not returned to it.

All Alzheimer's clinical candidates are longshots, by definition. But this one is a longshot longshot. I hope that people are only putting money into it that they can afford to lose, but I also hope that when I see elderly customers shuffling up to the lottery ticket register, and I think I'm wrong about that one, too.

So who are these people? The company is vTv Therapeutics (that's how they spell it), and they're heading for an IPO. The bio of their CEO, Stephen Holcombe, says that he brings "brings over 23 years of financial and managerial experience" to the table. Looking closer, though, that experience is with KPMG Peat Marwick, a cell phone company, and an e-commerce provider to the construction industry. Unless he's been hitting the books at night, and perhaps he has, one cannot guess that he knows anything about drug development. Their CSO is Carmen Valcarce, ex-Novo Nordisk. But the chairman of the board, that's the really interesting part: it's one Jeff Kindler, whom many will recognize as Pfizer's onetime CEO. And there are many ex-Pfizer employees who have opinions on how much he knows about drug development, for sure. His departure from the company was the subject of a truly bizarre article the next year, one that I think set off a lot of discontent among the non-executive-suite folks at the company.

So vTv is going to be interesting to watch. The Alzheimer's program isn't their only shot, as opposed to Axovant, I will give them that. But some of their other assets have been kicking around for a while, too, such as the ones from when the company was known as TransTech Pharma (like TTP339, a glucokinase activator). Azeliragon itself was originally a TransTech compound, licensed to Pfizer, but it boomeranged back to them after the Phase II results. The company has changed its name and rebranded itself as an Alzheimer's therapy play, and so off to the NASDAQ they go.

Word is this morning that Chemical and Engineering News has let at least 8 staff members go in a reorganization, including former editor-in-chief Maureen Rouhi. The magazine outsourced its advertising sales some months ago, rather than drumming these up internally, and what I'm hearing is that their projected ad revenues are way off since the changeover. I don't know if that's the main reason for these staff changes, but it certainly has to be a factor. . .

You may recall that Sanofi basically threw its hands up in the air some time back about its entire oncology R&D; efforts. Or, since they're so relentlessly French over there, perhaps it was the Gallic Shrug instead. Either one would fit - the company just wasn't seeming to get anywhere. So when that happens, what you do is you pay someone else to do it for you, and in this case, that would be Regeneron. The two companies announced a deal in immuno-oncology this week, and they are indeed paying:

Sanofi is committed to pay at least $1.8 billion in the rich deal, including a $640 million upfront, $750 million of the first $1 billion in costs to reach proof-of-concept data, half of the $650 million tab for developing the PD-1 drug REGN2810, with another $75 million being reallocated to this deal from another pact. The partnership also includes a special $325 million bonus milestone if they hit a high sales target.

There are two ways to look at this, and (at this point) a case can be made for either one. With all the money and effort being thrown around in this area, it's quite possible that Sanofi is late to the party here. On the other hand, it's a wide field, and there are surely surprises left in it, so this may be one of the "end of the beginning" situations instead. I lean a little more towards the latter, since I always have immunology filed away in my mind under "hideously complex with many key aspects unknown". But in that case, it's still true that Sanofi is, to some extent, hoping to get lucky in order to be a strong player in this area, and that's never a good thing to have as an explicit step in a business plan.

And while they would have been even further behind if they'd tried to catch up on their own, this deal does emphasize how much the company felt that their internal R&D; had come up short. They let a lot of people go, took a lot of loss on the whole effort, and now they're reaching in for at least another billion dollars more. . .

OK, let's stop doing this. Here's the head of the Fred Hutchinson Cancer Institute, telling people that "It is actually plausible that in 10 years we will have cures and therapies for most, if not all, human cancers". I object, on several grounds.

(1) Most, if not all? Although some great progress has been made in the last few years, we still face a number of all-too-common cancers for which a diagnosis is very bad news. Glioblastoma, renal cell carcinoma, hepatocellular carcinoma, the various pancreatic cancers - what do we have to offer? And although immunotherapy is great stuff, these aren't all good candidates, or not yet (and it's not like people haven't been looking at them in view of the latest techniques, either).

(2) Ten years is not a very long time, at least when you're talking about drug discovery and development. It would be best, to meet that timeline, if someone had something in hand right now. Maybe they get another year or so to find it, but that requires everything downstream to go pretty much perfectly. My guess is that Gary Gilliland, the Hutch president, is not sitting on a handful of potential cures that were found last week.

(3) This statement (as reported, anyway) leaves out the diagnostic angle. There has been progress here (a potential early diagnostic for pancreatic cancer was reported recently in Nature, for example), but a lot more is needed. Look at the case of Oliver Sacks: here is an extremely competent and acute physician, but the first diagnosis he had of liver cancer was when it was already metastatic. Not much we can do about that. Without better diagnostics, it's hard to see how we're going to achieve really impressive cure rates.

(4) Finally. . .no. You don't go around telling people that you're going to cure cancer, or Alzheimer's, or what have you. Cures are hard to find, and hard to prove, and most of the things that look like they're going to work actually don't. It is irresponsible to talk as if we're going to solve all these problems in such a way. Sure, tell people that we're making a lot of progress, tell them that we've opened up whole new avenues of therapy in the last few years and that we're excited about what could happen as we explore them, tell them that there's more potential than there's ever been. All true! But telling people that "most, if not all, cancers" are going to be cured in ten years? Over the line.

If you haven't seen it, Oliver Sacks has written a sort of self-elegy in the New York Times. As he announced some months ago, he has been diagnosed with metastatic liver cancer, which as most people know has an extremely poor survival rate at almost any time point you look at.

I have tended since early boyhood to deal with loss — losing people dear to me — by turning to the nonhuman. When I was sent away to a boarding school as a child of 6, at the outset of the Second World War, numbers became my friends; when I returned to London at 10, the elements and the periodic table became my companions. Times of stress throughout my life have led me to turn, or return, to the physical sciences, a world where there is no life, but also no death.

And now, at this juncture, when death is no longer an abstract concept, but a presence — an all-too-close, not-to-be-denied presence — I am again surrounding myself, as I did when I was a boy, with metals and minerals, little emblems of eternity. . .

Readers of his memoir, Uncle Tungsten, will recognize some of the themes of that book. Sacks himself gave me some early encouragement in the first years of this blog, in a letter I'm very happy to have (we talked about how much we each enjoyed copper sulfate). I know just what he means about seeking companionship in the nonhuman, too.

Different people react to the physical sciences in different ways, as I'm reminded these days while I go over the copy-editing for The Chemistry Book. What one person finds beautiful and timeless, another can find sterile and uninteresting. (The book's actually going well, by the way). Perhaps a proxy for this might be to look at the sorts of photographs someone takes on vacation, or out on a camping trip: how many of them feature people, versus objects and scenes? My own photography, I can say pretty definitively, tends towards the abstract: cloudscapes, algae, lichens, closeups of things like weathered rock faces and tree bark. That's not to say that I haven't taken many people-pictures over the years, too, but given a choice between (say) four people grinning in front of a tree and just the tree itself, I'm always going to work in a couple of shots of the latter, too.

Stanley Kubrick once said in an interview that "The most terrifying fact about the universe is not that it is hostile but that it is indifferent". I like that about it. There are bigger and older things out there than people.

As Bruce Booth noted on Twitter on Friday, the drop in Biogen's stock that day represents a loss of more money than all the venture capital funding in biopharma over the last four years. Here he is with more on the current funding boom, which is probably a bit different than it seems.

For one thing, the majority of the money has been provided by people other than than actual venture capitalists, and this money is going (quite disproportionately) to the larger players. (This makes figures on the "average funding" per company even more meaningless than usual). Booth is too nice a guy to say it in as many words, but the strong impression you get is that a lot of investors in this area are not willing (or able) to do the legwork of vetting and forming new companies themselves. Instead, they're very willing indeed to throw money at the big-name deals that others have already (implicitly) given the seal of approval to. It's a "me too" boom.

And as the post shows, it's really not leading to as many new companies as one would have expected - just richer ones. Is this a good thing? Probably not, to be honest. It is possible to throw too much money at an early-stage company, a (perhaps surprising) lesson that has been demonstrated numerous times. Big piles of cash make it easier to paper over problems that otherwise might get usefully addressed. Business plans that otherwise could have been stronger don't get the chance to improve, because hey, we've got the money anyway, so clearly things are fine.

Another problem is that the whole VC business is based on spreading around the risk. You fund a whole range of startups, in the full knowledge that most of them won't make it, and in the hope that the ones that do will more than make up for those losses. You know, kind of like drug development. But what about the people who aren't following that prescription, who are investing in early-stage biopharma, but in only a couple of the big ones? Those companies have (sad to say) pretty much the same chances of failure as everyone else. It's just that their failures are going to take a lot more money down with them.

So a lot of fresh money has flowed into biopharma, and not necessarily in an intelligent way. It could flow right back out again if something scares everyone - a couple of big unexpected clinical wipeouts, the threat of price controls, what have you. I can't blame people for taking the money that's on offer, but the punch bowl is not going to be refilled forever.

If you're a Biogen shareholder, you don't need me coming along to tell you that this has been a bad week. The Alzheimer's antibody news was just the warmup for the company's earning numbers, which made no one happy.

So what's going on over there? Reality, I'd say. The drug industry is ferociously competitive, and no one's earnings are safe. Clinical trials are still coming in with about a 10% rate of success overall, which is the sort of risk level that would send a lot of other industries fleeing in terror. Time and chance happeneth to them all. (And no, I'm not religious at all, but a lot of Ecclesiastes is just good common sense).

So yeah, Biogen as I write this is down about $70 a share, a solid 18% whacking. By the month, by the year-to-date, by the previous year, you're probably not happy if you've been holding the shares. But over the last five years, even with today's debacle, Biogen has beaten all the indices savagely. The five-year NASDAQ is up about 126%, and the five-year S&P; 500 is up 90%. Note: earlier figure was incorrect (typed something wrong into the database!), and these figures, as noted in the comments, do not reflect dividends. But then, they don't reflect taxes on those dividends, either. . . Biogen is up 485% over that span, and you know what? Hardly anything ever goes that well in this business for that long, on that large a scale. That's a terrific run.

So if you're a Biogen shareholder right now, sure, you're wondering about the company's earnings prospects, its pipeline, whether or not it's going to do some sort of acquisition (rumors are out there about Isis, and probably others). Worthy questions, and I don't know the answer to any of 'em. If you bought the company's stock back early this year on the basis of (say) those Phase I Alzheimer's results, well. . .you know what happens, most all the time, when you live by the sword, right? If you didn't, well, you do now. But if you've been a longer-term shareholder, you really don't have much to complain about.

I've been meaning to link to this piece by Wavefunction, "The fundamental philosophical dilemma of chemistry". You may be wondering what that is, but he's got a good candidate: the extreme difficulty of doing controlled experiments at the molecular level.

Much of chemistry is about understanding the fundamental forces that operate within and between molecules. These forces come in different flavors: strong covalent bonds, weak and strong hydrogen bonds, electrostatic interactions, weak multipolar interactions, hydrophobic effects. The net interaction or repulsion between two molecules results from the sum total of these forces, some of which may be attractive and others might be repulsive. Harness these forces and you can control the structure, function and properties of molecules ranging from those used for solar capture to those used as breakthrough anticancer drugs.

Here’s how the fundamental dilemma manifests itself in the control of all these interactions: it is next to impossible to perform controlled experiments that would allow one to methodically vary one of the interactions and see its effect on the overall behavior of the molecule. In a nutshell, the interactions are all correlated, sometimes intimately so, and it can be impossible to change one without changing the other.

That's for sure. The same problem works its way all through organic chemistry - we can't have aromatic rings without them being flat, for example. Fluorine is simultaneously small and extremely electron-withdrawing, and those properties can't be separated cleanly. The way that carbon bonds to other carbons, the polar character of a nitro group, the hydrogen-bonding propensity of OH substituents, the shape of a nitrile - all these things (and uncountable more examples) come as a package, with size, electron density, bond strength and many other variables intimately tangled. I'm not going to get a new nitro group, and my chemical wish list will remain forever unfulfilled. Large parts of the menu come as combination plates, and no substitutions are allowed.

This is why we get in endless discussions over how to make a molecule bind to some protein more tightly - we can't do the ideal clean experiments to see what's really going on:

It is therefore very hard, if not impossible, to pin down a change in binding affinity resulting from a single kind of interaction with any certainty, because changing a single interaction potentially changes all interactions; it is impossible to perform the truly controlled experiment. Sometimes these changes in other interactions can be tiny and we may get lucky, but the tragedy is that we can’t even calculate with the kind of accuracy we would like, what these tiny increments or reductions might be. The total perturbation of a molecule’s various interactions remains a known unknown.

Of course, looked at from a practical perspective, this is what keeps a lot of us (precariously) employed. In the end, there are so many dependent variables that the only thing to do is try a whole range of things, and hope that something becomes clear enough to work with. And that's just for binding - when you get downstream to pharmcokinetics, toxicology, and so on (whole-animal issues), the fundamental variables get so tangled that no one even dreams of unraveling them. There's nothing for it but brains, luck, and plenty of hard work, dang it all.

This is not going to make anyone happy at the National Institute of Standards and Technology: a surreptitious meth lab recently blew up inside one of the buildings. So far, there have been no arrests, but I can safely predict that if they find someone, it'll be a person with an abnormal amount of nerve. . .

Good news out in San Diego: Lilly has announced that they're expanding their research site there, adding up to 130 positions with a focus on immunology.

The area really needs some of this. San Diego's biopharma scene has, by all accounts I've heard (and from what I've seen personally) been in decline over the last few years - relative decline at the very least, and probably on the absolute scale as well. There are a lot of excellent people out there, and a lot of good work being done. I hope that this is a sign of revival.

Atomic force microscopy, a technique that has given us images of individual atoms and molecules, has racked up another success. A collaboration between the IBM-Zürich group (who have done so much in this area) and a group at the University of Santiago de Compostela (in Spain) has determined the structure of a reactive intermediate, and it's not what one would have thought.

They're working from a di-iodo derivative of the flat structures shown, and that turns into what can be variously drawn as a diradical (at top), an aryne (in the middle) or a cumulene (at bottom). You can change one into another by just moving electrons around, but the real species is probably a lot more like just one of them: but which one? This is not an easy question to answer by traditional physical organic chemistry, at least at this level of detail, but what if you could just reach down, pluck the iodines off a single molecule, and look at the result?

That's the bizarre question that AFM lets you ask. The microscope tip (at high voltage) was used to break the iodo bonds, and then the isolated molecule was imaged (shown). Comparing bond lengths and angles, it looks a lot more like a cumulene than the other alternatives. It's possible that being adsorbed onto a surface alters things as compared to a solution reaction, but under these conditions, a cumulene is apparently what you get.

And as that Chemistry World article says, this same technique can now be used for many other mechanistic questions. For those of us who grew up, scientifically, with mental pictures of fleeting reactive intermediates, things that could only be speculated on by watching the indirect evidence they leave behind. . .well, this is a bit spooky. But AFM images have always had that effect on me. Eventually, this will come to seem normal. And I wonder how far that will go? Can atomic force microscopy ever become a standard analytical technique - want to know a structure, just run the AFM tip over it? We're a long way from that now (you'll notice that the great majority of these sorts of papers come from just that IBM lab), but ruling out advances instrumentation is not the way to bet. I'm not expecting a walk-up instrument any time soon, but this looks like far too useful and powerful a technique to keep down for too long.

OK, we have some Alzheimer's data to talk about this morning. Biogen's antibody aducanumab, about which people have been wildly enthusiastic, showed very little effect on mental decline at a 6mg dose, the company reported today. Note that the Phase I data that got all the attention was at 3mg and 10mg (with better results at the higher dose), but that the 3mg dose was still positive.

That, though, was a smaller and less powered trial. And the first thing that has to be learned from watching clinical research (especially for a disease like Alzheimer's) is that you cannot draw conclusions until you see a large, well-run data set. Ignore this advice at your peril. The list of promising-looking Alzheimer's ideas that have evaporated on contact with a larger trial is long and terrible.

What's interesting is that aducanumab did seem to show the expected reduction in amyloid, which makes a person wonder (yet again) what it takes to draw that connection, assuming that it can be drawn. Biogen's getting ready to go into a big Phase III (2700 patients), and that, of course, is where we'll see what's actually going on. If anything.

Meanwhile, Eli Lilly has released more data from the extended trial of their own antibody, solanezumab. That one's gotten a lot of attention over the last few years as well (especially recently), as the company continues to develop it in the face of not-all-that-compelling clinical results. And by gosh, today's data are. . .not all that compelling. The company claims that they're seeing more effect in the patients who started the therapy earlier, but (as that link from Adam Feuerstein shows), not everyone is buying that interpretation. The effect they're seeing may well be clinically meaningless.

Lilly is already going on with another Phase III in mild, early Alzheimer's patients, chasing what they see as a real result and trying to make the most of it. With one hand, I cheer them on - Alzheimer's is an awful disease, we can't do a damn thing for it, and a new therapy is desperately needed. It's actually sort of inspiring to see a company put so much money on the line in an attempt to do something about it. But with the other had, I'm wiping my brow as I shake my head. I've never been able to convince myself that solanezumab is much good. I think that marginal Alzheimer's drugs are far, far more likely to flop than they are to hang on and become the first-in-class that companies dream of. And I wish that weren't so.

There's a new paper on chemical probes out in Nature Chemical Biology, and right off, I have to disclose a conflict of interest. I'm a co-author, and I'm glad to be one. (Here's a comment at Nature News, and here's one at Science). The point of the article is that (1) many of the probe compounds that are used in the literature are inappropriate at best, and junk at worst, and (2) it's time to clean up this situation.

How bad is it? Try these examples out:

. . .For instance, LY294002 was originally described in 1994 as a selective inhibitor of PI3 kinase and remains advertised as such by nearly all vendors. Yet by 2005, it was already clear that the compound inhibited many other proteins at the concentrations used to inhibit PI3 kinase. In the meantime, a large number of more selective and more well-characterized PI3 kinase inhibitors have become available.
The availability of these new inhibitors certainly obviated the need for LY294002 as a chemical probe, and it should be discarded as a selective research tool. Yet a search
of Google Scholar in 2014–2015 alone for ‘LY294002 and PI3 kinase’ returned ~1,100 documents.

And why not? You can still find people using staurosporine as a PKC inhibitor, even though it's a kinase blunderbuss. Similarly, dorsomorphin is not a good choice to inhibit AMPK signaling, and chaetocin is a terrible excuse for a selective histone methyltransferase probe. I've written about others on this blog, as bad or worse.

But these things are all over the literature. People can't keep up, or don't, with the literature showing that these compounds (and many others) are problematic, and the suppliers keep selling them. Far too many researchers look something up in the catalog, see it listed as a "selective XYZ inhibitor", and believe every word. Both the suppliers and the investigators are at fault, and the result is that the scientific literature ends up with garbage piles and oil slicks floating all over it.

Good probe compounds are not easy to find. Seeing one in somebody else's paper places you at the mercy of their literature-searching skills if you don't do some checking of your own. Ordering one up from a catalog proves nothing more than that company's ability to sell it to you. To try to remedy this situation, this new paper also includes the launch of a web site, a wiki-based compendium of validated probes. The hope is that this will become a resource that everyone can turn to, a one-stop-shop that will save a lot of time, money, effort, and frustration.

It has only a few compounds in it as of this morning, but I plan to send in some suggestions of my own this week. (One of those is for a separate list of probes that are Not Recommended, so that people can find those as well). The plan is to put up editing functions soon so that people can do this themselves. I encourage people to send in feedback - this is an opportunity to try to fix a number of longstanding problems in the literature, and without something like this, these problems will only get worse.

Ideally, I'd like to see references to the site in the supplier catalogs, and attention paid to its listings by reviewers and authors alike. The excuses for using worthless chemical probes have never been good ones, and with any luck, there eventually won't be any such excuses left at all.

Replication of scientific results is a big deal these days, as anyone following the scientific literature is aware. Actually, you don't have to even be doing that - plenty of reports have made their way into the lay press about trouble with reproducibility. There are a number of efforts underway to both reproduce published research and to estimate how large the problem really is.

But there's a new paper that suggests that plain replication won't fix the underlying defect: publication bias. As long as you have to show positive results to have a good chance of getting your paper published, the literature will be skewed. And unless the replication studies have statistical power better than the original work, they're likely to just cloud up the issue even more. Replication studies will have publication bias, too - at the moment, they're hot, but that won't always be the case.

I agree with the authors that systematic publication bias is a big threat to scientific research. Let's start off down at the retail level, experiment by experiment. I think that if most of us (both in industry and academia) look back on our work, we'd find that the majority of the experiments we've done in our careers have never been published anywhere at all. I'm sure that's true in my case. To be sure, many of them aren't of much interest, but their value is non-zero, too.

Imagine a world - not our own, for sure - where every chemistry notebook is tied to some central, searchable repository of data. Those of us who work in the drug industry already experience a tiny bit of this, with electronic notebook systems. We can indeed search every experiment that someone in the company has committed to a notebook (and you'd better be committing them all to the notebook, if you know what's good for you). A hypothetical worldwide notebook infrastructure would be something to see; the number of compounds in it would be many, many times those found in Chemical Abstracts. A lot more chemistry has been done than anyone knows about.

But as you go up the scale from "Hey, I made this compound once" or "Hey, I tried this reaction, and that time it didn't seem to work", publication bias becomes even more of a killer. People decry (and rightly) the way that drug companies may decline to publish negative results on their own experimental compounds (although keep in mind, clinical trials do fail, publicly, and the requirement to register them is a big step in getting rid of this problem). But professors decline to publish things, too, even though the effect on public health isn't so potentially large. It could be worth knowing that Professor Y's group tried to find a stereoselective way to make Cycloaddition X work with better stereochemistry, and failed. But no one ever will - the time and effort spent by Professor Y to write up those results will almost certainly be wasted, because no one will publish the paper, and it would be perceived as doing no credit to the group even if it were. There are only so many hours in a day, particularly when it's grant-renewal or tenure-decision time.

Such bias really starts to hurt for the bigger results and the claimed breakthroughs, and that's what most people are thinking about when they think about a reproducibility problem. The advice given in that Retraction Watch post is sound: only conduct studies that are well-powered, statistically. It's harder, longer, and more expensive to do it that way. But your chances of producing something that can be believed in are far higher. The problem is, too many people are more concerned with producing something that can make a big splash on everyone's list of publications. . .

Unless you've had to take care of an NMR facility, you might not have realized how many large chunks of ferromagnetic material might be moving around close to your building, and how much stray radio-frequency noise is banging around. Here's a story on the University of Minnesota, where a research building sits right next to a light rail line, and I can easily believe that they're having problems. A lot of folks in Cambridge and Boston can tell you stories about the trains (above and below ground) and their effects on NMR experiments.

It's not just electromagnetic effects, of course. Good old vibration will hose things up, too, since a high-field NMR magnet needs very precise positioning of the sample and the probe for a sharp spectrum. That's why the big magnets are always sitting on top of very expensive vibration-damping legs, and the bigger the magnet, the more impressive the technology that goes into canceling out the shakes. But radio noise is a real killer. The more machines you have, and the more nuclei you observe, the higher your chances of picking up police radios, having your observed frequencies wander into the commercial FM band (good luck there), and who knows what else.

Sometimes you can get around a specific problem by running your NMR at a bit less than its rated strength, which shifts the corresponding RF-observation windows. That seems like a shame at first (after all, you certainly paid for a 400 MHz magnet or what have you), but it's a lot better to have a clean spectrum at 380 than it is to have unpredictable crap at 400. Good luck to the folks at Minnesota with their light-rail problems, though. At least they know where the noise is coming from!

I've bemoaned the Axovant IPO here a couple of times already. Via Jean Fonteneau on Twitter (his full Axovant coverage is here), we have the chart at left. In case you were wondering how "research" and "recommendations" are done on a stock like this, well, this should provide as clear an example as anyone could want. What a lovely business.

Here's a case that total synthesis is still a big part of the chemistry world, as shown by an analysis of papers with that phrase in their title. This follows up on a post here from a couple of years back (based on this one from the Baran group at Scripps), which looked at the same phrase as found in papers in the Journal of the American Chemical Society.

The two graphs make an interesting counterpoint. The JACS one shows a definite decline starting around 2000, while the whole-literature one shows a steady increase through that period, topping out at around 500 articles/year in 2011 and remaining steady after that. So what's going on? There are several possibilities, most of them not mutually exclusive.

(1) The editors at JACS may well have made a decision in 2001 to publish fewer total synthesis papers than they used to. That's an artificial distinction, in one way, but it's also worth remembering that "What JACS publishes" is supposed to be, ideally, "What's important in the entire field of chemistry". That ideal is filtered through a human editorial staff and their biases, but that's what they're aiming at.

(2) Similarly, it's possible that the first graph in Naturalproductman's post was affected by some adjustment at Pubmed in 1999 or so. I don't know how to find out what journals were indexed by them for any given year, but they might have added a bolus of more chemistry-centric titles around that time. Usefully, he also has a graph from SciFinder data, which shows a rise in the 1970s and 1980s that the Pubmed chart doesn't pick up, suggesting to me that there is an effect based on the journals being indexed. (The SciFinder graph does, however, seem to show that second takeoff around 2000). Which brings me to my next point. . .

(3) These new charts probably needs to be corrected for the total number of papers being published. My understanding is that the sum of scientific publications has been growing (rather wildly), and the increase that Naturalproductman's plots show may be partly an effect of the number of new journals, especially the online-only ones. A plot of total synthesis papers as a percentage of total chemistry papers would be harder to do, but I think that might cancel out quite a bit of the rise. I find it hard to credit that there was a sudden surge in total synthesis papers starting in 1999.

(4) Building on that point, it would also be interesting to see where all these total synthesis papers are showing up. Are they holding steady in the higher-tier journals, or (as the JACS graph might suggest) are they moving downmarket? Plots of this sort would be interesting for scientific topics in general, but I don't recall seeing many, partly because they would presumably be a fair amount of work to produce.

I'm not convinced (or not yet) that total synthesis is in that healthy a shape, but I'd welcome more data. If anyone knows a good way to produce the plots I mention above, please pass them along (or feel free to try them yourself an send along the results!)

I'm back! That's probably the longest stretch where I haven't blogged anything since about 2002, and it did feel strange at times. But I have more details on what's coming up for "In the Pipeline". The entire site - comments, archives, and all - is indeed moving, to Science Translational Medicine. They're revamping things over there, and part of that includes adding this blog to their mix. I've been in discussion with them for some time about the whole process, and I think it's going to work out really well.

Here are some of the main points, which should answer some of the likely questions: (1) all the archived posts (and comments) are moving over. After thirteen years, there's an awful lot of content around here, and (for better or worse!) none of it is going to be lost. (2) The blog will continue to be editorially independent - my posts are not going through any review by Science; I'll be flailing away at the keyboard just as I always have. (3) The focus of the blog won't be changing, either. I realize (and so does STM) that I'm in sort of an odd position, working in the drug discovery business and writing about it publicly at the same time, and that's one of the big reasons they invited me over. (4) Comments will, of course, be enabled at the new location. The commenting community around here is really a big part of the site, and nothing will be done to mess around with that. (5) The plan is for the corante.com domain to automatically redirect any Pipeline traffic to the new URL(s). Update: I forgot to mention (6) - the blog will be open-access, and not behind any sort of paywall.

As for when the big switchover takes place, I don't quite have a firm date, but sometime in August would be a good bet. We want to make sure that everything over at the new site has been banged on and shaken from several directions before launching it, and the STM folks have a lot of other things they're fixing up in addition to this blog. I also need to be sure that the exit from the corante.com domain is as clean as possible on this end. As soon as we've got a date, I'll announce it, naturally.

So that's the story. I'm looking forward to another phase of "In the Pipeline", and I hope that everyone makes the migration with me!

Things have been busy around here, and I have several topics stacked up to discuss that I haven't been able to get to yet. But they'll have to wait a bit. I wanted to let everyone know that the rest of this week, and all of next week, the site will be going quiet.

That's partly to take a bit of summer break, but there will also be work going on behind the scenes. On my return, the move of "In the Pipeline" to a completely new site will be imminent. Part of the reason for this hiatus is to make sure that all the archives, etc. are in good shape, and to get caught up on that sort of thing. I'll have many more details on Monday the 20th, when regular blogging resumes. It'll resume at this same address, but I (and you) won't be here for very much longer after that. The new platform will be very visible, very well-trafficked, and technically up to date and supported in every way, and I look forward to the changeover.

If something monumental happens in the next two weeks, I'll emerge with commentary on it, but otherwise, I don't expect to post again until the 20th. See you then!

Add another potential target to the longevity list: this paper in Cell (open access, actually) provides evidence that the well-known Ras-ERK-ETS pathway is also involved in lifespan. This is work in Drosophila, which is one of the usual places to look for this sort of thing.

Figure 6 in the paper proposes a way to tie several longevity targets together - insulin signaling, PI3K/AKT, these current Ras/ERK results, and Aop-Foxo. Do any of these apply to mammals? The authors think they may well:

. . .This role of cAMP/PKA in aging may be conserved in mammals, as disruption of adenylyl cyclase 50 and PKA function extend murine lifespan (Enns et al., 2009; Yan et al., 2007). However, cAMP/PKA are not generally considered mediators of Ras function in metazoa. Instead, our data suggest that signaling through Erk and the ETS TFs mediates the longevity response to Ras. Interestingly, fibroblasts isolated from long-lived mutant strains of mice and long-lived species of mammals and birds show altered dynamics of Erk phosphorylation in response to stress (Elbourkadi et al., 2014; Sun et al., 2009), further suggesting a link between Erk activity and longevity. Importantly, the ETS TFs are conserved mediators of Ras-Erk signaling in mammals (Sharrocks, 2001). Investigation of the effects of Ras inhibition on mammalian lifespan and the role of the mammalian Aop ortholog Etv6 are now warranted.

This work in fruit flies relied on trametinib, an MEK inhibitor used in oncology, and you would have to wonder what its effects would be in humans who don't have metastatic melanoma. It would seem certain that no one in that position has ever taken it since its Phase I trials (and those must not have been for very long). The authors strongly suggest taking a look at this, and it's going to be interesting to see if someone takes them up on it.

Cryo-electron microscopy has been scoring some real successes lately as a structural biology technique. Anything that provides protein structures without having to crystallize proteins is of immediate interest, of course, and I think we can expect a lot more work in this area. Here's a review on the current state of the art, for those who are into this sort of thing. I'd say that right now, getting solid high-resolution structures of random unknown proteins via EM is still an edge-of-what's-possible technique, but it's nowhere near as far out on the fringe as it used to be. Worth keeping an eye on.

Readers who have worked in the NJ pharma world will be familiar with the big research campus in Summit. I go back far enough to remember it from my first round of job interviews, when it was still Ciba-Geigy. (I was on my post-doc in Germany at the time, and I'd already been asked if I would consider a job in Basel. I think my reasoning was that New Jersey was just about as much a foreign country to me, so they flew me back there for another round). Summit then became a Novartis site, but that one was eventually dwindling, as I recall, in favor of other locations. Schering-Plough picked it up in 2000 and put a good amount of money into it, but when Merck bought them, the site was closed completely in 2013.

Now Celgene has bought it, as part of their expansion over the last few years, and I'm sure that the town of Summit (and many other folks in New Jersey) are glad to hear it. The state's pharma industry has been in undeniable decline for some years now - something that would have been nearly unthinkable back when I was interviewing at Ciba-Geigy. I'm always glad to see a research campus being used for its intended purpose, rather than being bulldozed or just left empty, unsold, and unused. We have too many of those already!

Oh, man. Here's another example of an old, sad story - just a little fakery at the beginning, and here's what it leads to:

Government prosecutors said (Dong-Pyou) Han's misconduct dates to 2008 when he worked at Case Western Reserve University in Cleveland under professor Michael Cho, who was leading a team testing an experimental HIV vaccine on rabbits. Cho's team began receiving NIH funding, and he soon reported the vaccine was causing rabbits to develop antibodies to HIV, which was considered a major breakthrough. Han said he initially accidentally mixed human blood with rabbit blood making the potential vaccine appear to increase an immune defense against HIV, the virus that can cause AIDS. Han continued to spike the results to avoid disappointing Cho, his mentor, after the scientific community became excited that the team could be on the verge of a vaccine.

He's now been sentenced to 4 1/2 years in prison for faking research reports, and to repay the NIH $7.2 million in misused grant money. This was an extensive program of faked results (see this post at Retraction Watch from 2013, when the Office of Research Integrity made its report on the case). This went on for years, with the results - presented at multiple conferences in the field - being the basis for an entire large research program.

How someone ends up in this position, that's what you wonder. But it's a classic mistake. Fred Schwed, in Where Are the Customer's Yachts?, laid out the equivalent situation in investing. I don't have the exact quote to hand, but it was something like "They got on the train at Grand Central Station - they were just going uptown to visit Grandma. But the next thing they knew, they were making 80 miles an hour, at midnight, through Terre Haute, Indiana". In a more somber key, Macbeth experiences the same feeling in Act 3, scene 4: "I am in blood. Stepped in so far that, should I wade no more, returning were as tedious as go o'er." It's such an old trap that you'd think that people would be looking out for it more alertly, but I supposed that the people who fall into it never think that it'll happen to them. . .

In case you were wondering, you can add "MAO-B inhibition" to the long, long list of Things That Don't Do Any Good For Alzheimer's. I'm not sure how much hope anyone had for that program (at either Roche or Evotec), but the potential payoff is so huge that a lot of marginal ideas get tried. At least this was in Phase II, and not Phase III; there's always that. . .

Chris Viehbacher, ex-Sanofi, has reappeared at a $2 billion dollar biotech fund.

Viehbacher is clear, though, that Gurnet will be founding companies as well as looking outside the red-hot fields like oncology. To find value these days, you have to look outside of the trendiest fields, he says. And you're also not going to find much in the way of innovation at huge companies like Sanofi.

"My conclusion is that you can't have truly disruptive thinking inside big organizations," says Viehbacher. "Everything about the way a big organization is designed is about eliminating disruption."

In Viehbacher's view, Big Pharma is still trying to act in the way the old movie studios once operated in Hollywood, with everyone from the stars to writers and stunt men all roped into one big group. Today, he says, movie studios move from project to project, and virtually everyone is a freelancer. In biopharma, he adds, value is found in specializing, and "fixed costs are your enemy."

He's right about that disruption problem at big companies, although he raised eyebrows when he said something similar while still employed at a big company. (Sanofi tried to put those comments in the ever-present "broader context" here). A large organization has its own momentum, but even if its magnitude is decent, its vector is pointed in the direction of keeping things the way that they are now. To be sure, that requires finding new drugs - it's a bit of a Red Queen's race in this business - but a lot of people would be fine if things just sort of rolled along without too many surprises or changes.

If that was ever a good fit for this industry, it isn't now. That makes it nerve-wracking to work in it, for sure, because if you feel that your job is really, truly safe then you're wrong. There are too many unpredictable events for that. I was involved in an interesting conversation the other day about investors in biopharma (and how passionately irrational some of the smaller ones can be), and we agreed that one reason for this is the large number of binary events: the clinical trial worked, or it didn't. The FDA approved your drug, or it didn't. You made your expected sales figures, or you didn't. And those are the expected ones, with dates on the calendar. There are plenty of what's-that-breaking-out-of-the-cloud-cover events, too. Trial stopped for efficacy! Trial stopped for tox! Early approval! Drug pulled from the market! It's like playing a board game with piles of real money (and with your career).

So Viehbacher's right on that point. But I part company with him on his earlier comments (basically, that if he was going to get anything innovative done at Sanofi, that he was going to have to go outside, because no one who wanted to innovate was working at a company like that in the first place). Even large companies have good people working at them - believe it or not! And some of them even have good ideas, too. But it can be harder for them to make headway in a large organization, he is right about that.

Longtime readers might recall that every so often I hit on the topic of the "dark matter" of drug target space. We have a lot of agents that hit G-protein coupled receptor proteins, and plenty that inhibit enzymes. Those, though, are all small-molecule binding sites, optimized by evolution to hold on to molecules roughly the size that we like to make. When you start targeting other protein surfaces (protein-protein interactions) you're heading into the realm where small molecules are not the natural mediators, and things get more difficult.

But all of those are still proteins, and there are many other types of biomolecules. What about protein/nucleic acid interactions? Protein/carbohydrate interactions? Protein-lipid targets? Those are areas where we've barely even turned on the lights in drug discovery, and past them, you'd have to wonder about carbohydrate/carbohydrate systems and the like, where no proteins are involved at all. None of these are going to be straightforward, but there's a lot to be discovered.

I'm very happy to report on this new paper from the Cravatt group at Scripps, which makes a foray into just this area. A few years ago, the group reported a series of inhibitors of monoacylglycerol lipase, as part of their chemical biology efforts on characterizing hydrolases. That seems to have led to an interest in lipid interactions in general, and this latest work is the culmination (so far) of that research path. It uses classic chemical-biology probes that mimic arachidonyl lipids and several other classes (oleoyl, palmitoyl, etc.). Exposing these to cell proteomes in labeling experiments shows hundreds and hundreds of interactions taking place, the great majority of which we have had no clue about at all. The protein targets were identified by stable-isotope labeling mass spec (comparing experiments in "light" cells versus "heavy" ones carrying the labels), and over a thousand proteins were pulled in with just the two kinds of arachidonyl probes they used (with some overlap between them, but some unique proteins to each sort of probe - you have to try these kinds of things from multiple directions to make sure you're seeing as much as possible).

As well as including many proteins whose functions are unknown, these lists were substantially enriched in proteins that are already drug targets. That should be enough to make everyone in the drug discovery business take a look, but if you're looking for more, try out the next part. The team went on to do the same sort of lipid interaction profiling after treatment of the cells with a range of inhibitors for enzymes involved in such pathways, and found a whole list of cross-reacting targets for these drugs that were unknown until now.

They then turned their attention to one of the proteins that was very prominent in the arachidonyl profiling experiments, NUCB1 (function unknown, but apparently playing a major role in lipid processing and signaling). Taking the arachidonyl probe structure and modifying it to make a fluorescent ligand led to a screening method for NUCB1 inhibitors. 16,000 commercial compounds were tested, and the best hit from this led to a series of indole derivatives. These were taken back around in further labeling experiments to determine the actual site of binding on NUCB1, and they seem to have narrowed it down (as well as gotten a start on the specific binding sites of many of the other protein targets they've discovered). There are also profiles of cellular changes induced by treatment with these new NUCB1 inhibitors, along with hypotheses about just what its real function is.

Holy cow, is this ever a good paper. I've just been skimming over the details; there's a lot more to see. I strongly recommend that everyone interested in new drug targets read it closely - you can feel a whole landscape opening up in front of you (thus the title of this post). This is wonderful work, exactly the kind of thing that chemical biology is supposed to illuminate.

When you look at the stock charts of the major pharma companies, there's not a lot of excitement to be had. Until you get to Eli Lilly, that is. Over the last year, the S&P; 500 is up about 5%, and most of the big drug stocks are actually negative (Merck -0.4%, Sanofi down 6%, J&J; down 7%, AstraZeneca down 13%). Pfizer pulled away from the index in February, and has held on to that gain (up 13% from a year ago), but Lilly - those guys were doing about as well as Pfizer until the last month or two, but have just ratcheted up since then, for a 1-year gain of over 32%. Why them?

It's all Alzheimer's speculation, as this Bloomberg piece goes into. And as has been apparent recently, Alzheimer's is getting a lot of speculation these days. BIogen really revved things up with their own early-stage data a few months back, and since then, if you're got an Alzheimer's program - apparently, any Alzheimer's program whatsoever - you're worth throwing money at. Lilly, of course, has been (to their credit) pounding away at the disease for many years now, expensively and to little avail. One of their compounds (a gamma-secretase inhibitor) actually made the condition slightly worse in the treatment group (more here), while their beta-secretase inhibitor failed in the usual way. But they've also been major players in the antibody field. Their solanezumab was not impressive in the clinic, except possibly in the subgroup of early-stage patients, and Lilly (showing a great deal of resolve, and arguably some foolhardiness) has been running another Phase III trial in that population.

They also extended the existing trial in that patient group, and are due to report data on that effort very soon - thus the run-up in the company's stock. This is going to be very interesting, for sure - it would be great for Alzheimer's patients (and for Lilly) if the results are clearly positive, but that (sad to say) is the least likely outcome. (I'm not just being gloomy for the sake of being gloomy - Alzheimer's antibodies have had a very hard time showing efficacy under any circumstances, and the all-mechanisms clinical success rate against the disease is basically zero). The same goes, of course, for the new Phase III trial itself. Things could well come out clearly negative, with the possible good results from the earlier trial evaporating the way subgroup analyses tend to when you lean on them. Or - and this is the results I fear the most - there could be wispy sorta-kinda hints of efficacy, in some people, to some degree. Pretty much like the last trial, after which Lilly began beating the PR drums to make things look not so bad.

The reason I think that this would be the worst result is that there is so much demand for something, for anything that might help in Alzheimer's that there would be a lot of pressure on the FDA to approve Lilly's drug, even if it still hasn't proven to do much. And this latest trial really is its best chance. It's in exactly the population (the only population) that showed any possible efficacy last time, so if the numbers still come out all vague and shimmery under these conditions, that's a failure, as far as I can see. No one wants to be in the position of explaining statistics and clinical trial design to a bunch of desperate families who may be convinced that a real Alzheimer's drug is being held up by a bunch of penny-pinching data-chopping bureaucrats.

And this brings us to TauRx. I still get mail about them, seven years after they made big news with a methylene-blue-based Alzheimer's therapy program. When last heard from, they were in Phase III, with some unusual funding, but there were no scientific results from them for a while. The company, though, has published several papers recently (many available on their web site), talking about their program.

Here's a paper on their Phase II results. It's a bit confusing. Their 138 mg/day dose was the most effective; the higher dose was complicated by PK problems (see below). When you look at the clinical markers, it appears that the "mild" Alzheimer's patients were hardly affected at all (although the SPECT imaging results did show a significant difference on treatment). But the "moderate" Alzheimer's treatment group showed several differences in various cognitive decline scores at the 138mg/day dose, but no difference in SPECT at all. Another paper, from JBC talks about compound activity in various cell models of tau aggregation. And this one, from JPET, is their explanation for the PK trouble. It appears that the redox state of the methylene blue core has a big effect on dosing in vivo. There are problems with dissolution, absorption (particularly in the presence of food), and uptake of the compound in the oxidized (methylene blue) state (which they abbreviate as MTC, methylthioninium chloride), but these can be circumvented with a stable dosage form of the reduced leuco compound (abbreviated as LTMX). There's apparently a ph-dependent redox step going on in gastric fluid, so things have to be formulated carefully.

One of the other things that showed up in all this work was a dose-dependent hematological effect, apparently based on methylene blue's ability to oxidize hemoglobin. It's not known (at least in these publications) whether dosing the reduced form helps out with this, but it's potentially a dose-limiting toxicity. So here's the current state of the art:

Although we have demonstrated that MTC has potential therapeutic utility at the minimum effective dose, it is clear that MTC has significant limitations relative to LMTX, which make it an inferior candidate for further clinical development. MTC is poorly tolerated in the absence of food and is subject to dose-dependent absorption interference when administered with food. Eliminating the inadvertent delayed-release property of the MTC capsules did not protect against food interference. Therefore, as found in the phase 2 study, MTC cannot be used to explore the potential benefit of higher doses of MT. Nevertheless, the delayed-release property of the MTC capsules permitted the surprising discovery that it is possible to partially dissociate the cognitive and hematologic effects of the MT moiety. Whether the use of LMTX avoids or reduces the undesirable hematologic effects remains to be determined. . .

The Phase III trials are ongoing with the reduced form, and will clearly be a real finger-crossing exercise, both for efficacy and tox. I wish TauRx luck, though, as I wish everyone in the AD field good luck. None of us, you know, are getting any younger.

A reader sent along this link to an article at the New York Review of Books on the relentless emphasis on STEM jobs. The viewpoint of its author, Andrew Hacker, was preordained: he's a political scientist who started a controversy about ten years ago with an editorial wondering if mathematical education (we're talking up to the level of algebra) is even necessary or desirable. So he's not going to be a big booster of any push into science or engineering.

But keeping those biases in mind, he does take a useful tour through what I see as the error at the other end of the spectrum. I'm not ready to say (along with Hacker) that gosh, hardly anyone needs algebra, let alone anything more advanced. But I'm also not ready to say that we've got a terrible shortage of anyone who does know such things. That link quotes Michael Teitelbaum, and the NYRB article is partly a review of his Falling Behind, which is a book-length attempt to demolish the whole "STEM shortage" idea. He also notes another book:

James Bach and Robert Werner’s How to Secure Your H-1B Visa is written for both employers and the workers they hire. They are told that firms must “promise to pay any H-1B employee a competitive salary,” which in theory means what’s being offered “to others with similar experience and qualifications.” At least, this is what the law says. But then there are figures compiled by Zoe Lofgren, who represents much of Silicon Valley in Congress, showing that H-1B workers average 57 percent of the salaries paid to Americans with comparable credentials.

Norman Matloff, a computer scientist at the University of California’s Davis campus, provides some answers. The foreigners granted visas, he found, are typically single or unattached men, usually in their late twenties, who contract for six-year stints, knowing they will work long hours and live in cramped spaces. Being tied to their sponsoring firm, Matloff adds, they “dare not switch to another employer” and are thus “essentially immobile.” For their part, Bach and Warner warn, “it may be risky for you to give notice to your current employer.” Indeed, the perils include deportation if you can’t quickly find another guarantor.

Here's Matloff's page on the subject, and his conclusions seem (to me) to ring unfortunately true. I can't come up with any other way to square the statements and actions of (to pick one example) John Lechleiter, CEO of Eli Lilly. So I'm in an uncomfortable position on this issue: I am pro free-trade, and philosophically I'm pro-immigration (especially the immigration of the sorts of talented, hard-working people that all these US companies want to bring in). That philosophical leaning of mine, though, is predicated on these people being able to pitch in to a growing economy, but not if they're just being used as a means to dump existing workers in favor of cheaper (and more disposable) replacements. And I hate sounding like a nativist anti-immigration yahoo, and I similarly hate sounding (at another end of the political spectrum) like some kind of black-bandanna-wearing anti-corporate agitator. (As mentioned above, I'm also not happy about finding myself in some agreement with some guy whose other positions include the idea that algebra should be dumped from schools as a useless burden). I look around, and wonder how I ended up here. Strange times.

Bruce Booth has a long post on external R&D; in biopharma. He's mostly talking about some of the newer ways to do that, rather than traditional deals and outsourcing. These include larger companies partnering with VC firms to launch smaller ones, large investments in the smaller players with specific rights to buy some of the successes, etc. But the larger players have to be able to keep their hands off:

That said, a number of large companies have also been attempting to do this on their own, without venture involvement at last initially; as far as I can tell, these have had limited “success” to date. GSK’s experiment with Tempero Pharmaceuticals is a good example: founded around great science, the idea was to create a standalone biotech with its own governance that GSK could leverage for Th17 projects in the future. Unfortunately, although the research programs advanced, the company appears to have been unable to escape the gravitational pull of the GSK organization – accessing internal research infrastructure led to conformity, financial costs were all consolidated leading to compliance and internalization, and its employees were eventually just integrated back into GSK.

Then you have the corporate-backed venture capital operations that many companies have set up. People are arguing about the direct benefits that these investment groups provide, but there's little doubt that they help keep the whole ecosystem of small company formation going, and that's definitely worthwhile.

The various precompetitive consortia are another aspect. I've wondered how some of these are going, myself - there's not a lot of hard information yet for some of them. And finally, there are the attempts by several companies to set up their own "skunk works" type groups, apart from the main organization. To my eye, these have even more risk of being swallowed back up by the main company's organizational style and attitude than those officially launched companies (like the GSK example above). It's not just the drug industry - plenty of other sectors have seen attempts at "With us but not of us" branches (e.g., Saturn and GM), and it's very hard to do.

Bruce is looking on the bright side, though:

By bringing high doses of innovative creativity from the “periphery” – via the above-mentioned biotech experiments enabled by external innovation – a leadership team can inoculate their R&D; organization’s culture with different strains of thinking, different intellectual antigens to prime new ways of doing things. Simple strategic proximity and openness can afford real opportunities for this interaction if done at significant scale, where the “periphery” achieves a meaningful mindshare (and budgetary support) of the organization.

The "significant scale" part is a key, I'd say. I think that many of the failures in these approaches have been when a company wants to do something different, but not, you know, really all that different. Just different enough for Wall Street to like them again, or different enough so that you can go to the CEO (or the board) and tell them how innovative you've been in shaking things up. But if you're not unnerved and excited, wondering what's going to happen next, maybe hopeful and maybe somewhat scared, then thing haven't been shaken up. Those emotions, and the mental attitudes that go along with them, are part of the small-company secret sauce that you're trying to get ahold of. Without them, you haven't accomplished what you're trying to accomplish, but not everyone really wants them as much once they've started to experience them.

In order to capture the tangible and intangible value from external R&D; models, organizations have to overcome a set of established, pervasive, and frequently corrosive mental models that prevent successful engagement in the ecosystem. These are challenging to unwind and impair many organizations today. . .

. . .“Protecting our interests”. This is one of the most pernicious of mental models that renders many Pharma groups incapable of creative external R&D;, and is based in the paranoia that everyone is out to screw you. Lawyers are paid to be conservative, think about every scenario, extract every protection possible, and create piles of paperwork. I’m convinced that Pharma’s corporate deal lawyers suffocate more creative deals than they are able close – they are the ultimate “Deal Prevention Officer” inside of many companies.

The post goes on to list several more of these - go over and have a look, and if you work at (or have worked at) a large company, you'll recognize them. Getting around or over these, as Bruce says, is essential. But no one quite has a defined set of steps for doing that (despite many consultants who will sell you just such a list). In the worst organization, that paranoia mentioned above, that everyone is out to screw you, has infected the employees in their dealings with their own upper management. And if things have progressed that far, you're going to have trouble reinvigorating the R&D; by any means whatsoever.

But for organizations that can make the leap, the sorts of models described in the post are definitely worth a look. It's too early, in most of the cases, to say how the returns are on them, but it's a good sign that several companies have taken serious attempts at doing things differently.

Here's a good overview of phenotypic screening from a group at Pfizer in Science Translational Medicine. It emphasizes, as it should, that this is very much a "measure twice, cut once" field - a bad phenotypic screen is the worst of both worlds:

The karyotype of a cell represents one of its most fundamental and defining characteristics. A large number of tumor-derived cell lines display substantial genetic abnormalities, with some extreme examples bearing in excess of 100 chromosomes as opposed to the expected 46. By that measure, the widely used human monocytic THP-1 cell line would fare well considering its overall diploid character. Nonetheless, triploidy is observed for four chromosomes and monoploidy for another, along with the entire deletion of chromosome X and substantial chromosomal rearrangements. A simple question pertains: Is this a monocyte? In other words, can we expect a faithful representation of all of the functions of a primary human monocyte from such a cell?

Using primary tissue from human patients has its own problems - availability, variation from batch to batch, limited useful lifetime in culture - but those are (in most cases) worth living with compared to the limitations of too-artificial cell lines. The authors also emphasize care in picking what ways you'll stress or stimulate the cells to mimic a disease state, and making sure that the assay readouts are as closely matched as possible to clinical end points.

The track record of gene expression readouts such as reporter gene assays is lackluster with respect to phenotypic drug discovery; no recent (>1998), first in class, small-molecule drug has originated from such an assay. A potential explanation is that mechanisms influencing gene expression represent only a fraction of all mechanisms affecting a given phenotype. . .An in-house study aimed at discovering previously unknown mechanisms leading to the up-regulation of apolipoprotein E (ApoE) secretion compared confirmed hits obtained in the same cellular system using reporter gene and enzyme-linked immunosorbent assay readouts. Although the reporter gene assay successfully identified compounds that provide large increases in ApoE secretion, it missed half of the overall hit set. . .

None of these recommendations are easy, and (from an impatient perspective) all they're doing is slowing down the implementation of your screen. Detail after detail, doubt after doubt! But your screening idea needs to be able to stand up to these, and if you just plunge ahead, you run a serious risk of generating a large amount of complicated, detailed, irrelevant data. The worse kind, in other words.

Every drug program, and every screen, rests on a scaffolding of assumptions. You'd better be clear on what they are, and be ready to justify them. In a target-directed screen, a big one is "We know that this is a key part of the disease mechanism", and (as the number of failures in Phase II show us), that's not true anywhere as often as we'd like. Phenotypic screening dodges that one, a big point in its favor, but replaces it with another big leap of faith: "We know that this assay recapitulates the human disease". You pays your money, and you takes your choice.

I truly enjoyed this look at Dr. Robert David Perlmutter of "Grain Brain" fame, another branch of the same intellectual family tree as Drs. Mercola and Oz. Wonderful cures! Suppressed by evil forces! Under our noses all along! Exactly the opposite of the wonderful cures claimed by the same guy in the 1990s. . .uh, what? Fun stuff. But it won't convince the true believers; nothing will.

I've heard from sources this morning that the folks at Bristol-Myers Squibb in Wallingford have received, out of the blue, one of those sudden sitewide meeting announcements that often portend big news. I'll leave the comments section of this post for updates from anyone with more info - I'll be out of communication for a while this morning at the ChemDraw event.

Update: OK, the press release has just come out. The company is going to open up a big new site in Cambridge, and here's the key part:

In Cambridge, Bristol-Myers Squibb scientists will focus on the company’s ongoing discovery efforts in genetically defined diseases, molecular discovery technologies and discovery platform chemistry in state-of-the-art lab space. In addition to relocating up to 200 employees from its Wallingford, Conn. and Waltham, Mass. sites, and a limited number from its central New Jersey locations, the company expects to recruit scientists from the Cambridge area. As part of this transition, the Waltham site is expected to close in early 2018. The existing site in Wallingford will also close in early 2018 with up to 500 employees relocating to a new location in Connecticut.

You may recall the report of the synthetic analgesic tramadol as a natural product from Cameroon, and the subsequent report that it was nothing of the kind. (That's the paper that brought the surprising news that local farmers were feeding the drug to their cows). Now the first group (a team from Nantes, Lodz, and Grenoble) is back with a rebuttal.

They note that previous report, but also say that tramadol has been isolated from samples in a bioreserve, where human cattle grazing is prohibited. The rest of the paper goes on to analyze isolated tramadol samples by NMR, looking for variations in the 13C levels to try to come up with a biosynthetic pathway. Isotopic distribution is the way to do that, for sure - the various synthetic steps used to make a compound (and its precursors) can be subject to kinetic isotope effects, and over time, these can build up to recognizable signatures. An example of this is the identification of endogenous human testosterone versus the plant-derived material found in supplements.

The authors go over how the various structural features found in tramadol have also been noted in other natural products, and propose some biosynthetic pathways based on these and on the observed 13C ratios (which they report do vary from synthetic samples). Probably the strongest evidence is from the methyl groups, which show evidence of having been delivered by something like S-adenosylmethionine. Overall oxygen isotope ratios are also apparently quite different than commercial samples.

So the battle is joined! The confounding factors I can think of, off the top of my head, are possible differences in the synthetic routes (and thus isotope ratios) of the commercial material used here (from Sigma-Aldrich) and the material available in Cameroon. But then, the authors state here that their samples were obtained from a part of the nature reserve where people are not farming cattle. None of us are exactly in a position to judge that - I'm not going to the boonies of Cameroon to find out - but if they're right about that, it's also a good argument in their favor.

But the only way to really resolve this is to grow some African peach trees, feed them labeled precursors, and see if strongly labeled tramadol comes out the other end. This paper says that such an experiment is "not currently feasible", but I have to wonder if there's an arboretum somewhere that has such trees in it (and if such trees produce tramadol already). There will surely be another chapter to this story - or two, or three.