Pfizer's "grapevine" has been hammered! is divesting early-stage rare disease research, selling some of its major assets...

The industry view is that whether it is Big Pharma, Biotech or CRO, all have high investment and long cycle times
.
Pipeline commissioning, enterprise structure optimization, daily management and operation will determine the distance
of enterprise progress.
Careful consideration of capacity layout and asset optimization is a compulsory course
for all pharmaceutical companies.
Pfizer's divestiture of the Durham plant is the result of careful consideration of the layout of production capacity - a break from the false "boom" of repeated construction of drug production and excessive idle rate of production equipment
.
Once, viral vector-based gene therapy was the brightest star
in biotechnology.
But over time, questions about safety, efficacy and commercialization began to come to light
.
For example, Pfizer's two viral vector-based gene therapies, both used to treat rare diseases, ended up in bad luck
.
In December 2021, fordadistrogene, a gene therapy for Duchenne muscular dystrophy (DMD).
The phase III clinical trial of movaparvovec was suspended
due to the death of 1 patient in the phase Ib study.
After revising the protocol, in April 2022, Pfizer announced that the US FDA had allowed the trial to continue
.
September 2022, Pfizer and Sangamo Therapeutics announced it will restart gene therapy giroctocogene fitelparvovec Phase III clinical trial, re-recruiting subjects, which delayed the trial by 2 years
from the original plan.
A Pfizer spokesperson said, "In the future, Pfizer will no longer emphasize investment in new virus-based gene therapies and focus on non-virus-based gene therapies that leverage the infrastructure established by the company, such as lipid nanoparticle technology
.
" It is not difficult to see that Pfizer has indeed been "tossed" enough
.
But this does not mean that they will give up the rare disease market
that has been heavily invested for more than ten years.
As one of Pfizer's six major businesses, now is the time
to "pick the fruit".
The proportion of related revenue has increased year by year, from 4% in 2017 to 8%
in 2021.
Total revenue soared from an average of approximately $2.
2 billion in 2017-2019 to $3.
5 billion
in 2021.
Pfizer informed employees that while it may not conduct new rare disease research, the company will include early rare disease research such as rare blood diseases (excluding neurology and cardiology) and platforms such as gene editing, and transfer its early rare blood disease program to the cancer research and development department
.
This is Pfizer's optimization of asset structure, reducing the proportion of unstable assets, and increasing the number of high-quality pipelines in order to achieve stability
in the future.