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The drug industry wants us to think Martin Shkreli is a rogue CEO, but he isn't

222 点作者 rottyguy超过 9 年前

19 条评论

impostervt超过 9 年前
My daughter, like many kids, has an allergy that requires us to have epipens on hand. There was a good article the other day about how the owner of epipen have raised the price of epipen from $57&#x2F;pen in 2007 to over $400&#x2F;two-pack of pens today. I don&#x27;t think you can get just one pen, btw.<p>I think the difference is they didn&#x27;t raise the price in one fell swoop. Frogs in boiling water, etc, etc.<p><a href="http:&#x2F;&#x2F;www.bloomberg.com&#x2F;news&#x2F;articles&#x2F;2015-09-23&#x2F;how-marketing-turned-the-epipen-into-a-billion-dollar-business" rel="nofollow">http:&#x2F;&#x2F;www.bloomberg.com&#x2F;news&#x2F;articles&#x2F;2015-09-23&#x2F;how-market...</a>
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Spooky23超过 9 年前
The entire health sector is rotten to the core. The fate of two of my friends is a great example of where priories lay.<p>One is a registered nurse. She has seen her overall compensation shrink over the last 5 years as hospitals merge into regional cartels and medical practices consolidate. These cartel entities play rough, breaking unions and shipping in visiting nurses to keep wages low. Fortunately, her husband got a job with better insurance -- her family plan on his insurance costs less than her individual coverage.<p>The other person is a pharma sales rep. She makes about 2-3x the nurse, gets a car, and usually wins 1-2 vacations to beach resorts or Vegas every year. For awhile it was peddling a viagra competitor, now she has a stable of different drugs to push.<p>So when I hear about of the money needed for &quot;research&quot;, from companies with huge sales forces pulling down $100-150k plus cars, etc... My first thought is &quot;bullshit&quot;
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csense超过 9 年前
There are lots of problems here:<p>(1) Medicine has a very inelastic demand function. If you need substance X to stay alive, you&#x27;ll pay anything to get it.<p>(2) Costs are hidden from consumers. If insurance &#x2F; Medicare is paying for it, it literally makes no difference to the end user if it&#x27;s $5, $50, or $50,000.<p>(3) Free-market forces are distorted by patent monopolies and lack of diversity in the supply chain. With a patent, you can crank up the price as high as you want. Ditto if you&#x27;re the only supplier and it&#x27;ll take some time for competitors to bring production online, or you can deny them access to samples for the equivalence testing your competitors need to prove to regulators that their drug is the same as your drug.<p>(4) Broken incentives for developing new drugs. A patient&#x27;s going to be taking a drug to treat their diabetes &#x2F; ED &#x2F; high blood pressure for the rest of their life, whereas something like an antibiotic is only taken for a couple weeks. Guess which one is more profitable, hence attracts more R&amp;D money?<p>What&#x27;s the solution? I don&#x27;t know. Maybe market reforms to align the incentives; perhaps even bounding pharmaceutical companies&#x27; profit margin to some multiple of their costs (but of course you&#x27;d have to be careful about the wording of the regulation and auditing for compliance, to make sure it can&#x27;t be gamed by e.g. deliberately inflating the costs). Or perhaps even some kind of socialism where the government tells people what to produce or how much to sell it for (agricultural subsidies might be regarded similarly -- the government is deliberately manipulating the market to push down the price and push up the supply of goods necessary to sustain life, so shocks don&#x27;t result in lethal shortages).<p>Bernie Sanders at one point talked about replacing patents for new drugs with prizes, but I think he may have given up on that.
on_超过 9 年前
This is a symptom, not a problem. Drug prices are a good measure of how we are doing on healthcare policy and insurance regulation. It looks like poorly. It costs 2.5B dollars to develop a new drug. The regulatory hurdles are MASSIVE. We have a complicated and extremely compromised healthcare system that is focused on providing insurance when it should have been providing better healthcare. There is no easy answer here, but companies are going to want to make profits and the system incentivizes them to spend money developing a few critical drugs, holding on to the patent and pricing it as high as possible, the dev costs are passed to the insurance companies which are passed on to you in premiums as well as inflation, as insurance companies operate much like a bank. This comes full circle into the role that banks play in lending and increasing the money supply.<p>Possible answers. Tighter fiscal policy, patent reform, smarter testing, looser regulations on known compounds, google x prize like gov&#x27;t or private funding for cures, distributed computing using algorithms to evolve a cure (will be interesting to see what happens with that patent)<p>[0]<a href="http:&#x2F;&#x2F;www.scientificamerican.com&#x2F;article&#x2F;cost-to-develop-new-pharmaceutical-drug-now-exceeds-2-5b&#x2F;" rel="nofollow">http:&#x2F;&#x2F;www.scientificamerican.com&#x2F;article&#x2F;cost-to-develop-ne...</a>
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phkahler超过 9 年前
The colchicine story reminds me of the Red Yeast &#x2F; Lovastatin story. Red Yeast is a traditional Chinese medicine that can lower cholesterol due to several compounds it contains. Lovastatin was identified in it, put through trials and is now the standard for lowering cholesterol. Meanwhile, the gov has said you can&#x27;t sell Red Yeast Rice with lovastatin in it, so they allegedly remove it.<p>As a single datum, I was told I needed to be on statins, and when I balked, my heath care professional said I could try RYR for 3 months and if it didn&#x27;t work I&#x27;d need a prescription for statins. My cholesterol dropped 97 points in 3 months. I said &quot;so I don&#x27;t need statins?&quot; She said shes never seen that kind of drop with statins, so no.<p>So yeah, take stuff from nature, patent it, then get the natural version banned, profit!
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steve19超过 9 年前
I am not arguing for or against the drug industry, but naming a few drugs with price increases is meaningless.<p>Telling me some random generic has gone up in price means nothing to me . For all I know, that might be an old fashioned drug hardly any doctors prescribe and the price increases is required in order to keep it available for the few people who require it... or it could just as easily mean the company has a monopoly and is price gouging consumers.<p>There needs to be a weighted index, or multiple indexes, of drugs weighted by how important they are. Not sure how to define importance in this context, but quantity sold would be a good start, maybe another index weighted by average expenditure per patient per year and another weighted by lives saved.<p>Edit: Downvoters, I did read the article. An unweighted group of any product is not very useful from an economics perspective. That is why the CPI is weighted.<p><a href="https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;Consumer_price_index" rel="nofollow">https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;Consumer_price_index</a>
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gkoberger超过 9 年前
It&#x27;s likely more nuanced than this, but at the end of the day, he&#x27;s getting paid a lot of money to be the bad guy. He&#x27;ll be &quot;fired&quot;, and then he&#x27;ll go on to do it again somewhere else. He even flat out admitted it (before deleting the tweet):<p>&quot;@matthewherper great question, I guess we will find out. I take the pain for my investors&quot;<p>-Martin Shkreli (@MartinShkreli) September 21, 2015<p><a href="http:&#x2F;&#x2F;www.independent.co.uk&#x2F;news&#x2F;people&#x2F;hedge-fund-trader-martin-shkreli-hits-back-at-critics-after-raising-price-of-hiv-drug-by-5000-10511960.html" rel="nofollow">http:&#x2F;&#x2F;www.independent.co.uk&#x2F;news&#x2F;people&#x2F;hedge-fund-trader-m...</a>
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digi_owl超过 9 年前
Looking over the anecdotes here, i find myself thinking that big pharma is just an example of the &quot;profit uber alles&quot; mentality that has been rampant in the corporate world since at least the 80s (if not before).<p>An interesting set of documentaries in that regard may be The Mayfair Set: <a href="https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;The_Mayfair_Set" rel="nofollow">https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;The_Mayfair_Set</a><p>It recounts, from a British point of view, the rise of a type of finance capitalist that revolved around strip mining established companies.<p>I think part 3 touched on how by the time the people that started it got cold feet about it all, it had become institutionalized thanks to pension funds and similar.
refurb超过 9 年前
I&#x27;m sorry, but I have to nitpick on the AARP graph showing the average annual rate of price increases for 227 drugs.<p>Anytime I see data that is a <i>subset</i> of the real data set, I have to wonder why they did that. Why not the average annual rate of price increases over all prescription drugs? Why only 227 of them?<p>Also, I disagree with this quote: <i>&quot;Only when a 46 percent discount was applied to a pricy Hepatitis C treatment, Harvoni, did it become a good health care value -- at about $40,000 per year.&quot;</i><p>That&#x27;s patently untrue. Hell, CTAF (California technology assessment forum, which assessed drugs for MediCal) found that Harvoni, at it&#x27;s full price of almost $90K <i>was</i> cost effective. The real problem is that it would cost too much to treat everyone.
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logn超过 9 年前
Public utilities which have monopolies set prices according to a regulated process: <a href="https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;Utility_ratemaking" rel="nofollow">https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;Utility_ratemaking</a><p>Given the patents and difficult FDA approval processes, it might make sense to regulate drug prices similarly to public utilities.<p>I&#x27;m all for free markets. But when there&#x27;s zero competition, you can&#x27;t still treat things like a free market.
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WalterBright超过 9 年前
Generally, when massive price oddities become commonplace, it&#x27;s evidence of government distortions of free market operation. Trying to blame it on &#x27;rogue&#x27; CEOs is an exercise in futility.
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crdoconnor超过 9 年前
Meanwhile, Obama nominates Robert Califf as FDA chief. A guy who has been feeding at the pharma trough for several years:<p><a href="http:&#x2F;&#x2F;hcrenewal.blogspot.sg&#x2F;2015&#x2F;09&#x2F;turn-that-door-around-physician.html" rel="nofollow">http:&#x2F;&#x2F;hcrenewal.blogspot.sg&#x2F;2015&#x2F;09&#x2F;turn-that-door-around-p...</a>
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refurb超过 9 年前
The colchicine case is an interesting one if you dig down into the details.<p>Colchicine has been used for hundreds (?) of years. It never went through phase 3 trials and it was never officially approved by the FDA. Instead it was grandfathered in.<p>This made the FDA pretty uncomfortable [1] and I can&#x27;t blame them. How do you properly regulate a drug where there is little to no data outlining it&#x27;s efficacy and safety? So, the FDA decide to dangle a carrot in front of drug developers. If you formally take a grandfathered drug through the approval process, you will be awarded with something call &quot;data exclusivity&quot; (it&#x27;s not a patent). For a period of 3 or 5 years (it depends on the filing), the FDA will not approve another form of the drug. In addition, they will tell&#x2F;force all the other grandfathered manufacturers to stop selling their versions.<p>Statement from the FDA: <i>Colcrys is the only FDA-approved single-ingredient oral colchicine product available on the U.S. market. Approved by the FDA in 2009, Colcrys’ prescribing information contains important safety data and recommendations on drug interactions and dosing not available with unapproved products.</i>[2]<p>Of course this is a pretty attractive carrot for a drug company. Spend $X now and you&#x27;ve got a captive market where you can recoup your R&amp;D spend and make a profit over 5 years. Plus <i>the heavy hand of the FDA will help you get rid of competitors!</i>.<p>Due to the the FDA regulatory process, it shouldn&#x27;t be surprising that the cost of colchicine went up, it&#x27;s pretty much had to in order to pay for the FDA approval. Did it have to go up 5000%? No, probably not. But it did have to go up if the FDA wanted an approved version since producing a grandfathered, unapproved drug is pretty cheap compared to an FDA approved one. What made the colchicine case particularly unfair was that the company didn&#x27;t actually run any trials. They just collected all the trial data that already existed (mostly published papers) and submitted that data.<p>Another great example is Mr. Mucus, the cold medicine, it was the exact same play. In fact, a VC firm backed the entire process. The got the active ingredient approved by the FDA (again, it had been grandfathered in) and the FDA forced all other competitors off the market. This blog post has all the details [3]. Suffice to say, Aisling Capital made a 15x return off that investment. And that&#x27;s why you see Mr. Mucus ads all over the place.<p>[1]<a href="http:&#x2F;&#x2F;www.fda.gov&#x2F;downloads&#x2F;Drugs&#x2F;GuidanceComplianceRegulatoryInformation&#x2F;EnforcementActivitiesbyFDA&#x2F;SelectedEnforcementActionsonUnapprovedDrugs&#x2F;ucm119899.pdf" rel="nofollow">http:&#x2F;&#x2F;www.fda.gov&#x2F;downloads&#x2F;Drugs&#x2F;GuidanceComplianceRegulat...</a><p>[2]<a href="http:&#x2F;&#x2F;www.fda.gov&#x2F;NewsEvents&#x2F;Newsroom&#x2F;PressAnnouncements&#x2F;ucm227796.htm" rel="nofollow">http:&#x2F;&#x2F;www.fda.gov&#x2F;NewsEvents&#x2F;Newsroom&#x2F;PressAnnouncements&#x2F;uc...</a> [3]<a href="http:&#x2F;&#x2F;biotechtranslated.com&#x2F;2011&#x2F;08&#x2F;09&#x2F;how-to-make-the-fda-your-friend&#x2F;" rel="nofollow">http:&#x2F;&#x2F;biotechtranslated.com&#x2F;2011&#x2F;08&#x2F;09&#x2F;how-to-make-the-fda-...</a>
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mercurial超过 9 年前
Wouldn&#x27;t all these problems disappear if the entire drug industry was nationalized? Once you remove the profit angle, there is no more incentive to raise prices dramatically, make minute changes to a molecule to extend your patents, or only focus research on medicine which is the most likely to make money.
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wiz21c超过 9 年前
I worked for Johnson&amp;Johnson in Belgium years ago. On each desk of the open space I was on, there was a small &quot;manifesto&quot;. The title was : &quot;we work for the good of our patients and investors&quot;. Yes, patients and investors put on the very same level.
zaidf超过 9 年前
Me and my siblings have a genetic mutation that requires us to take Colchicine 3 times&#x2F;day for the rest of our lives so needless to say I am glad to see the drug industry being exposed.
pbreit超过 9 年前
It&#x27;s refreshingly that we are losing our appeal for pure moneymaking. I&#x27;m not sure the attempted t was to portray him as a rogue so much as a jerk. And the article doesn&#x27;t refute that.
rokhayakebe超过 9 年前
I, for one, would like to see drugs increase very sharply similarly to what this guy did.<p>Reason is we need a consumer reform, and not a government reform which is a temporary solution.<p>The entirety of pharmaceutical R&amp;D is $161 B globaly. If half of Americans were contributing $100 monthly to a pool, we could fund it entirely and make every drug available for free.I would love to see this done outside of the government.<p>We MUST stop depending on government for Health, and Education. While they intend well (I truly believe they do individually as people), as an aggregate they are not able to solve these issues at scale.
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roflchoppa超过 9 年前
people are jerks, they justify it by saying its business. Have I had an option for medicine provider I would go with the one thats not abusive to its employees.<p>but i grow all my medicine out of the ground.
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