[HN Gopher] Cost of developing new drugs may be lower than indus...
       ___________________________________________________________________
        
       Cost of developing new drugs may be lower than industry claims:
       trial
        
       Author : swores
       Score  : 196 points
       Date   : 2024-04-25 12:25 UTC (1 days ago)
        
 (HTM) web link (www.theguardian.com)
 (TXT) w3m dump (www.theguardian.com)
        
       | faeriechangling wrote:
       | >The extortionate cost of trials is used to justify high prices
       | of new medicines
       | 
       | Ridiculous! Totally wrongheaded. The extortionate cost of trials
       | is used to show that the pharmaceutical company lost money that
       | year to cheat on taxes.
       | 
       | It's additionally used to justify long and lengthening patent
       | terms for medicines, to save lives, by allowing companies to pay
       | for their research. Imagine if we instead had the public save
       | their money and instead used that money to say, fund research for
       | new medicines. People would DIE from a lack of progress!
        
       | czl wrote:
       | Say I run 10 trials that cost 10m each but only one of these
       | finds a drug that works. How much did the trial cost to discover
       | that drug? How much did it cost to discover that drug? 10m?
       | 10*10m?
        
         | valiant55 wrote:
         | 10M. Failure is still useful information so the other 9 trials
         | cost 10M each but didn't produce a viable product, but that
         | doesn't mean nothing of value was gained.
        
           | oneshtein wrote:
           | With just 10M in bank, you will fail and learn a lot.
        
             | okasaki wrote:
             | So like any business. Just because 90% of restaurants fail
             | doesn't mean the cost of running a restaurant is 10x of
             | what it actually takes to run a successful one.
        
               | FredPret wrote:
               | Of course it is. Investors have to pony up for 100% of
               | the restaurants, so society as a whole has to pay one way
               | or another for each economic experiment
               | 
               | EDIT
               | 
               | I should clarify - since investors know they have to pay
               | for 100% of restaurants, of which 90% will fail, they
               | price this in when they decide to invest in a restaurant.
               | 
               | Drug companies have to pay for all ten trials, not just
               | the one that works out.
               | 
               | Restaurants are a bad example because people invest in it
               | on an emotional basis. Drug trials are probably decided
               | on more the same basis as bond issues or insurance.
               | 
               | If the risk of failure is high, investors have to demand
               | a high premium or go broke.
        
               | spywaregorilla wrote:
               | Restaurants also price their food considering the risk
               | taken by the entrepreneur launching the restaurant; which
               | is substantially lower as its a high cash flow business
               | with immediate feedback for a low capital investment
        
               | tmnvdb wrote:
               | Restaurants fail very differently from drug trials.
               | 
               | They run at some % loss for a while until money or
               | investor patience runs out.
               | 
               | A drug trial that fails can be a 10 year process of
               | shoveling money in a pit, none of it to be ever seen
               | again.
               | 
               | It's a businesses famous for its low succes rates, which
               | can be from start to end less than 1 in 100.
               | 
               | Drug companies need to offer those who provide the
               | capital to run these experimental projects at huge losses
               | for years a way to recoup their losses - otherwise nobody
               | would be willing to fund the effort.
               | 
               | The way to do that is patent and charge absurdly high
               | prices for those few succesfull drugs that are developed
               | for as long as you can.
        
               | ipaddr wrote:
               | Sounds like a losing strategy for most customers and
               | businesses
               | 
               | Why not pool costs and split profits. Everyone gets
               | less.. less risk, less losses, less profits.
        
               | loeg wrote:
               | Fewer drugs developed.
        
               | lazide wrote:
               | Why have only a single winner get the proceeds of getting
               | a winning lottery ticket, when everyone could band
               | together, buy all the tickets, and split the proceeds?
        
               | heavyset_go wrote:
               | You're describing mining pools and they're incredibly
               | popular for their profitability compared to trying to
               | find a winning lottery ticket on your own.
        
               | lazide wrote:
               | Crypto != the lottery or drug development.
        
               | tmnvdb wrote:
               | That's already the case. This is why most drug companies
               | are quite large. And investors spread their investments.
               | Competing as a small startup is extremely hard compared
               | in this field compared to for example software.
               | 
               | Unless you're asking why there is not a single state-run
               | drug company doing everything, in which the case the
               | answer is scale has disadvantages, having some diverse
               | set of companies in a space like this has advantages, and
               | state run centralism has been debunked so many times I
               | can't be arsed.
        
         | pfdietz wrote:
         | It's worse than that. Say 100 companies run trials on their
         | drugs, and only one succeeds, and you buy that company. You
         | have to look not just at the company that ends up with the drug
         | that works, but the whole ecosystem of small companies that are
         | doing the exploration, hoping to hit it big and cash in by
         | being bought.
        
       | hi-v-rocknroll wrote:
       | Semaglutide retails for $17k USD/year in the US but costs only
       | $60 to make. Perhaps it could be argued that the autoinjectors
       | are "expensive", but not $17k/year and oral forms are coming
       | online to make this item moot. In limited circumstances,
       | excessive profits cross into the realm of price gouging and
       | shouldn't be allowed by regulatory enforcement.
        
         | pfdietz wrote:
         | The cost of manufacturing the drug is only relevant if the drug
         | can be discovered and proved effective by the Magic Drug Fairy.
         | 
         | Here in the real world, that manufacturing cost is largely
         | irrelevant.
        
           | narrator wrote:
           | This reminds me of P=NP. It's hard to find a sha256 with a
           | given number of leading zeros, but it's super easy to verify.
           | It's hard to make Microsoft Office, or a Pharmaceutical Drug,
           | but easy to see that they work. The confusion is at the root
           | of most economic fallacies.
        
           | willcipriano wrote:
           | > the Magic Drug Fairy.
           | 
           | Thats the government funded universities.
        
             | pfdietz wrote:
             | They do not, in fact, do the hard work of drug development.
        
             | philipkglass wrote:
             | The universities find compounds that work in cell cultures
             | or mice. They don't currently optimize candidate compounds
             | for use in humans or perform actual human clinical trials.
             | In theory, there's no reason that a government couldn't
             | fund all phases of drug development through final approval
             | and then manufacture new drugs without seeking a profit.
             | But most compounds that work in mice fail in clinical
             | trials, and human testing is a lot more expensive than
             | mouse testing.
             | 
             | There would need to be consistent support for such a drug
             | development program even though most attempts will fail and
             | "breakthrough" drugs will arrive irregularly, separated by
             | many years. It is politically difficult to maintain that
             | sort of long term support in a system where voters and
             | representatives are swayed by short-term arguments to cut
             | programs that don't show results.
        
           | vineyardmike wrote:
           | You say all this, while the literal title of the article
           | you're commenting on is _" The cost of developing new drugs
           | may be far lower than industry claims"_.
           | 
           | I think this comment perfectly proves that this is relevant.
           | 
           | Manufacturing is quite relevant. If the actual cost of
           | "discovered and proved effective" is far lower than claimed,
           | then manufacturability becomes a concern. If the cost of
           | discovery and proven effectiveness is borne by governments
           | and universities, then the manufacturing is the only cost
           | borne by the pharmaceutical companies.
        
             | pfdietz wrote:
             | The article appears to imply that the direct cost of
             | developing a successful drug is the relevant metric. It
             | isn't; the cost must include the indirect costs of
             | development on drugs that didn't pan out. And the vast
             | majority of drug candidates don't pan out, often in Phase 3
             | trials where much of the cost has already been sunk.
             | 
             | Put it another way: if making new drugs was so cheap and
             | easy, drug companies would be doing that in competition
             | with each other, and prices would be low as a result of
             | that competition.
        
             | renewiltord wrote:
             | Yeah, I was discussing this with my wife the other day. She
             | spent about 10 minutes looking for a doodad and when she
             | eventually found it, I was quite surprised. It took mere
             | seconds to open that last drawer where she found it. She
             | could have just opened it first and saved herself almost
             | all of the 10 minutes.
             | 
             | It was a learning experience: always look in the place
             | where the thing is. It saves a lot of time. Her problem was
             | that she first checked all the places it wasn't.
        
               | aspenmayer wrote:
               | It's always the last place you look, because you'd need
               | to have lost your mind to keep looking after you'd found
               | it.
               | 
               | This is true even if you find it the first place you
               | look.
               | 
               | A big part of the issue is too readily discounting or
               | assuming where it isn't too early. It's often better to
               | methodically search sections and areas at a time in a
               | thorough process of elimination even of places you know
               | it isn't, just as a matter of practicality, and so the
               | process of elimination is actually fully eliminating
               | possibilities, and not just confirming biases.
        
           | maxerickson wrote:
           | I bet the manufacturing cost is the largely relevant factor
           | once the patents expire.
           | 
           | Which from the perspective of generic manufacturers, the
           | drugs are discovered and proved effective by the Magic Drug
           | Fairy.
        
             | eitally wrote:
             | Not particularly, but there really isn't much difference
             | between a generic drug plant and a branded factory. Same
             | machines, same kinds of people, basically all the same.
        
               | maxerickson wrote:
               | Yes, that is why once regulatory exclusivity is removed,
               | the market price tends to be based more or less on the
               | manufacturing cost.
        
         | ProjectArcturis wrote:
         | Microsoft Office retails for $250 but costs $0 to make. Perhaps
         | it could be argued that installation CDs are "expensive", but
         | not $250, and online downloads make this item moot.
        
           | aaomidi wrote:
           | Is there a difference between Microsoft Office and medication
           | that can help solve an endemic/pandemic of Obesity I wonder?
           | 
           | There are times where the government, can, and should drop in
           | and buy the entire IP associated with a medication. This
           | price should be set with a council of various
           | representatives, and it should not be something that the drug
           | manufacturing company can reject.
           | 
           | Most of the research here is already partially funded by the
           | tax payer through Government funds of colleges, etc etc
           | anyway.
           | 
           | This isn't even something unheard of. The US has the power to
           | unilaterally cancel patents.
        
             | spywaregorilla wrote:
             | > There are times where the government, can, and should
             | drop in and buy the entire IP associated with a medication.
             | 
             | For what price?
        
               | aaomidi wrote:
               | > This price should be set with a council of various
               | representatives, and it should not be something that the
               | drug manufacturing company can reject.
               | 
               | This is part of the cost of doing business. If a drug
               | company is going to close shop and want to go operate in
               | Europe or China, that's a risk we should be fine taking.
        
               | yorwba wrote:
               | Semaglutide was developed in Europe...
        
               | spywaregorilla wrote:
               | Ok great. So what's the price?
               | 
               | Drug X was funded for development for $XXX million
               | because it was perceived to have a strong positive
               | expected ROI dependent on selling the drug for $Y leading
               | to an expected value of $ZZZ million.
               | 
               | If you're offering $ZZZ million for it then the drug
               | companies won't complain but you're just having the
               | public pay the total cost up front. If you're offering
               | substantially less than $ZZZ million, then the drug
               | company will not invest $XXX million because you've just
               | slashed he potential ROI.
        
               | zaroth wrote:
               | The answer is to publicly fund the R&D and claim only
               | those drugs to be royalty-free.
               | 
               | Private R&D can still fund development and set prices how
               | they want. But they'll have to compete with publicly
               | funded alternatives.
               | 
               | The shame is that NIH already provides an incredible
               | quantity of funding, but it certainly doesn't result in
               | the US getting any better drug prices...
        
               | spywaregorilla wrote:
               | So, hypothetically, if the government is funding a
               | research team to cure X; and a private research team
               | discovers it first with no government funding, the US
               | should just accept that and pay full price
        
             | richwater wrote:
             | > help solve an endemic/pandemic of Obesity I wonder?
             | 
             | Solving obesity is free. For the vast majority of people,
             | Ozempic or Wigovy is solving a motivation/discipline
             | problem, not an obesity problem.
             | 
             | > This price should be set with a council of various
             | representatives, and it should not be something that the
             | drug manufacturing company can reject.
             | 
             | Any other authoritarian ideas? What a great way to destroy
             | innovation.
        
               | karaterobot wrote:
               | > For the vast majority of people, Ozempic or Wigovy is
               | solving a motivation/discipline problem, not an obesity
               | problem.
               | 
               | I'd invert that: on the scale of a population, motivation
               | and discipline are empirically not the cure for obesity.
               | The statistics and the studies are on my side here. I
               | agree that it would be convenient if that strategy, which
               | we've been trying for about 80 years now, suddenly turned
               | out to work. But my guess is doubling down on it wouldn't
               | be any more effective than it has been, so let's take
               | this new approach, which appears to work much better,
               | seriously.
        
             | squigz wrote:
             | > Is there a difference between Microsoft Office and
             | medication
             | 
             | Obviously not, silly. A product is a product. It doesn't
             | matter if it saves millions of lives, ends them, or nothing
             | in between - companies should be free to charge whatever
             | they want, and if you judge them negatively for that,
             | you're clearly in the wrong.
             | 
             | I can't believe I have to explain this!
        
               | renewiltord wrote:
               | The smartest thing we should do is make it profitable to
               | build software and make it not at all profitable to save
               | millions of lives. If we do it that way, people will work
               | on the latter to the exclusion of the former. In fact,
               | the more unprofitable we make the latter, the more of it
               | we'll get.
        
             | pkaye wrote:
             | Semaglutide is made by Novo Nordisk in Denmark. Maybe
             | Denmark could buy the IP and give it free to everyone?
        
             | pkaye wrote:
             | Semaglutide is made by Novo Nordisk in Denmark. Maybe
             | Denmark could buy the IP or cancel the patent?
        
             | RetroTechie wrote:
             | > Most of the research here is already partially funded by
             | the tax payer through Government funds of colleges, etc etc
             | anyway.
             | 
             | Why not take the extra step then? Government funds the
             | research, result is free-to-use for all.
             | 
             | Or: drug developed through research _mostly_ at public
             | institutions like universities etc? - > sorry, no patent
             | 'protection' then.
             | 
             | Pharmaceutical companies could then produce whatever they
             | consider worthwhile. But... squeezing buyers too hard?
             | Competitor will step in with a cheaper offer.
        
             | ProjectArcturis wrote:
             | Is your reasoning that people who create the most valuable,
             | life-saving products should be rewarded by having the
             | government break their parents?
             | 
             | And the research is not paid for by the taxpayer. The NIH
             | budget is $20B per year. Pharma R&D is $200B per year.
        
               | larkost wrote:
               | Actually, last year the NIH budget was $48B, 4/5ths of
               | that went straight out as grants for research, and
               | another 11% went to internal labs:
               | https://www.nih.gov/about-nih/what-we-do/budget
               | 
               | And you have to be very careful about what counts as R&D,
               | for example Merck reported $30B in R&D, but one half of
               | that was actual for mergers and acquisitions (of research
               | related companies). I have yet to find anyone who has
               | good numbers on this, which is why the study in this
               | article is interesting: it sounds like the article is
               | going to be very transparent about what it means.
               | 
               | And for absolute candor here, you have to remember that
               | once the NIH grants arrive at a university somewhere
               | between 15% and 60% (really, it varies wildly) is taken
               | off the top for University expenses, some of which are
               | related to the research (e.g.: building costs), and some
               | of which are not (arguably: university administration).
        
           | DaveExeter wrote:
           | If you only had to pay 20% of the retail price of Microsoft
           | Office, it would retail for $1250 and you would pay a $250
           | co-pay.
        
           | ipaddr wrote:
           | But it costs 0 to download from thepiratebay. Until a
           | piratesickbay exists a monopoly exists and prices need to
           | drop.
        
             | silverquiet wrote:
             | Interestingly, there are also places to get generic
             | semaglutide. I'll admit to some interest in the idea
             | myself, but so far I've not been willing to roll the dice
             | on that process.
        
           | hi-v-rocknroll wrote:
           | Most people don't need Microsoft Office to survive. And, the
           | price of Ozempic is $83 in France. American patients are
           | being outright ripped off, and this is not an isolated
           | incident.
        
         | adammarples wrote:
         | Exactly why "developing" drugs is mentioned
        
         | bhk wrote:
         | But they need these huge margins to pay for the politicians and
         | media coverage (or absence thereof) that allow them to do what
         | they do.
        
           | hi-v-rocknroll wrote:
           | Martin Shkreli approves because some medications just don't
           | cost enough for the benefits they provide. When we
           | reductively reduce the value of human life to QALY and
           | profits, part of our humanity slips away.
           | 
           | PS: I can't currently afford semaglutide but require it to
           | offset the side-effects of mirtazapine. Resting HR: 110(!),
           | BP: 175/95, BMI: 32.0. Perhaps I should find a cheap way to
           | visit France or maybe someone in France would send me a
           | year's worth if I paid them.
        
             | heavyset_go wrote:
             | > _PS: I can 't currently afford semaglutide but require it
             | to offset the side-effects of mirtazapine_
             | 
             | What side-effects? I take the same medication.
        
         | 0cf8612b2e1e wrote:
         | The first pill of a drug costs $1 billion to make. The
         | remainder are all $0.01 a piece.
        
           | willcipriano wrote:
           | 900 million or so of the total is used in the most important
           | part of drug safety, share buybacks.
        
             | ProjectArcturis wrote:
             | Wait, these companies are making PROFITS that they're
             | returning to INVESTORS??? I don't know whether to call 60
             | Minutes, the FBI, or The Daily Worker.
        
           | geysersam wrote:
           | In that sense it's not so different from digital content.
           | Another arena where IP concept from the last century are a
           | bad fit
        
           | itopaloglu83 wrote:
           | Sure. The drug companies should be able to recoup their
           | initial investment and also make a healthy profit as well.
           | Nobody expects them to develop and manufacture something for
           | free.
           | 
           | However, this must be based on their actual cost and not an
           | arbitrary figure, which in the article was revealed to be
           | roughly $34M real cost compared to $3B as it was advertised
           | for lobbying purposes.
           | 
           | What is the best way to protect private ventures but also
           | prevent them from sucking the public funds and the entire
           | population dry? Transparency. Let's see where the money is
           | being spent and compare it with other companies to see what's
           | really happening here. The society doesn't allow vital
           | resources like water, and recently internet be priced at
           | extraordinary numbers, and control how much profit you can
           | make. Maybe there should be even a cap at 100% profit, or
           | 300%, or let's say 500%. But once a company starts selling a
           | life saving drug at 17 thousand times the cost of developing
           | AND manufacturing it, then there's something definitely wrong
           | in that industry and the market must be investigated.
        
             | s1artibartfast wrote:
             | This trial used drugs that were first developed 90 years
             | ago, and the people running the trial didnt do any
             | development work, just bought them off the shelf. Check in
             | on the cost of Semaglutide in 80 years.
        
         | SkyPuncher wrote:
         | "But it only costs X" is not a great argument. Most of tech
         | jobs would be gone if things had to be within a fraction of
         | what they cost to deliver.
         | 
         | The world runs on value. Coat is simply a limiting factor in
         | the floor that something can be made for.
        
         | aantix wrote:
         | That's like saying "It took them five minutes to enter these
         | lines of code. Why are we paying them so much!?!?!?"
        
           | jfoutz wrote:
           | We really did this wrong. We should get paid for every time
           | the lines are run.
        
             | tompccs wrote:
             | That's SaaS
        
           | abecedarius wrote:
           | More directly, like "it costs, like, a penny to download the
           | software to the client, why do we pay so much?" Marginal cost
           | vs. amortized development.
           | 
           | (Making a limited point separate from my general opinions of
           | Big Drug, etc.)
        
           | heavyset_go wrote:
           | We can look at what those drugs retail in other countries to
           | see how much price gouging is going on. Turns out it's a lot.
        
           | davisr wrote:
           | In your example, if it did take a programmer 5 minutes, and
           | they don't have any real accountability anyway (not like a
           | real engineer), then why _are_ we paying them so much?
        
           | Der_Einzige wrote:
           | SWEs are massively overpaid. News at 11...
        
         | heavyset_go wrote:
         | I've seen on-patent medications sell for $500 to over $4000 a
         | month for a 30-day supply. Those same medications cost between
         | $20 and $40 in sane countries, and none of them included
         | autoinjectors, they were just simple pills for simple
         | conditions.
         | 
         | It was also NIH research and money that lead to discovery of
         | the drugs in the first place.
        
           | ceejayoz wrote:
           | My most recent Skyrizi shot (one mililiter, once every 12
           | weeks) cost $23,685.03. https://imgur.com/s5q4ZEt (That three
           | cents at the end kinda made me laugh.)
           | 
           | It's about 1/10th that in the UK (not even counting the NHS's
           | "confidential discount");
           | https://www.spglobal.com/marketintelligence/en/news-
           | insights....
        
       | holoduke wrote:
       | Sometimes I think that this attitude will cause the western world
       | to become a second tier world. How can you build a sustainable
       | world where this level of greed is accepted and even lobbied into
       | political levels.
        
         | MostlyStable wrote:
         | "It is not from the benevolence of the butcher, the brewer, or
         | the baker, that we expect our dinner, but from their regard to
         | their own interest. "
        
         | Aerbil313 wrote:
         | The dead sibling comment really exposes how a good fraction of
         | people in the western world think.
         | 
         | But truly greed was the real primary motivator of technological
         | progress for the past centuries. Not the desire to benefit
         | humanity.
         | 
         | They say greed kills the greedy person.
        
         | aantix wrote:
         | A pharmaceutical company can capitalize on current successes
         | and have enough to hire 1,000 research scientists for future
         | developments.
         | 
         | Or they could take "just enough", hire 10 research scientists,
         | and potentially not make the next breakthrough. Or the company
         | just dies.
        
       | FredPret wrote:
       | Drugs may be overpriced.
       | 
       | There is probably some bloat in drug development. But then again,
       | maybe not. I'm not an expert.
       | 
       | What I do know is that drugs have gotten dramatically better in
       | the short amount of time I've been alive.
       | 
       | The other thing we all know is that the source of this article,
       | The Guardian and their friends, have a shitlist of industries and
       | institutions it loves to hate.
       | 
       | Ask yourself: will they ever write a positive article about a
       | defense contractor, a bank, big pharma, a US billionaire, or a
       | landlord, even if said entity walks on water and then saves a
       | million babies and the penguins and the world?
        
         | pfdietz wrote:
         | People who don't like prices of new drugs are free to not use
         | those drugs.
         | 
         | They want to have the benefits of the existence of drugs
         | without paying the cost of discovering the drugs and bringing
         | them to market. It's pernicious entitlement, made more
         | outrageous by complaining about the greed of those actually
         | providing the new drugs.
        
           | AlexandrB wrote:
           | Ah yes exciting new drugs like insulin[1] and epinephrine[2].
           | I'm also certain that someone going into anaphylactic shock
           | is extremely well positioned to make a considered decision on
           | whether they like the prices of new drugs like epinephrine or
           | not.
           | 
           | [1] https://www.rand.org/pubs/articles/2021/the-astronomical-
           | pri...
           | 
           | [2] https://www.vox.com/policy/23658275/epipen-cost-price-
           | how-mu...
        
             | FredPret wrote:
             | I am of course talking about new drugs. There are lots of
             | really great new ones.
             | 
             | That doesn't mean there aren't shitheads taking advantage
             | of things like insulin etc.
             | 
             | But just because they're also being assholes with regards
             | to insulin et al, doesn't mean that developing new drugs
             | isn't genuinely very expensive, and that those drugs aren't
             | genuinely very good.
        
             | rufus_foreman wrote:
             | >> Ah yes exciting new drugs like insulin
             | 
             | The older type of insulin is $35 a month. There are
             | exciting newer types and delivery methods of insulin that
             | are more expensive. The drug companies developed better
             | versions because they expected it to be profitable to do
             | so. They will develop even better versions in the future if
             | they expect it to be profitable to do so.
        
             | loeg wrote:
             | Insulin is a bad example because the old formulation is
             | very cheap. The expensive variant is a new, better drug
             | that was recently developed.
             | 
             | People going into anaphylaxis aren't buying epi pens. You
             | buy them in advance.
        
           | s_dev wrote:
           | > People who don't like prices of new drugs are free to not
           | use those drugs.
           | 
           | I recall in economics class, life saving/altering medicine
           | being one of the genuinely few products that had a perfectly
           | inelastic demand. Not all drugs are life saving or essential
           | but then you do have Martin Shkreli's in the world.
        
           | bongodongobob wrote:
           | No, we want people to have healthcare regardless of how much
           | money they have. The research can be paid for by taxes as we
           | all benefit from it as a society.
        
           | dlisboa wrote:
           | That's a rather reductionist view of it. Companies don't
           | exist in a vacuum, they have a social contract. It seems in
           | your view there's nothing we can complain about them as we
           | can always just not buy the drugs, freeing them of any
           | scrutiny.
           | 
           | But society create rules for companies to exist within, many
           | of which are broken, but without which the never ending
           | search for profits would do more harm than good. Society even
           | provides these companies with their intellectual labor,
           | training them in high schools and universities, which is not
           | paid back by them in full (maybe partly if that) either in
           | grants or in compensation for these workers.
           | 
           | Maybe this is an offshoot of the anarcho-capitalism mindset
           | that is popular these days where companies can do absolutely
           | no wrong and we should all be thankful they exist to judge
           | whether we're worthy enough to not die of diabetes.
        
             | ryandrake wrote:
             | Not only do companies not exist in a vacuum, but they have
             | no inherent right to exist in the first place. Companies
             | are _graciously allowed_ to exist because the state (a
             | proxy for the people) approves them, the state grants their
             | charter, the state provides them the corporate veil and
             | limited liability they often abuse... Companies only exist
             | because we the people decided that the public good they are
             | supposed to serve outweighs their downsides. And we the
             | people _should also_ be able to decide that a particular
             | company should not exist, if that company operates against
             | the public good.
        
           | emperorcezar wrote:
           | People who don't like prices of food are free to starve.
           | 
           | They want to eay without paying the cost of bringing food to
           | market. It's pernicious entitlement, made more outrageous by
           | complaining about the greed of those actually providing the
           | food.
        
           | notaustinpowers wrote:
           | I hope you never become a diabetic when you get older!
           | 
           | An old coworker of mine dropped dead on her lunch break
           | because her insulin was unusable when it got too warm during
           | shipment. Her insurance said they would not pay for another
           | month's doses until the next month and she'd have to pay
           | $2,000 out of pocket. Which isn't the kind of money a poor
           | girl from the middle of nowhere South Carolina has.
           | 
           | And now she's dead...because she was $800 short of raising
           | that money from a GoFundMe...
           | 
           | But I sure am happy that her insurance company beat their
           | quarterly earnings estimates!
        
             | FredPret wrote:
             | That's fucked-up and I'm sorry that happened.
             | 
             | Clearly things could be much better.
             | 
             | But that doesn't mean the system as a whole isn't a huge
             | net positive.
             | 
             | The right approach is tweaking, not destroying.
        
               | notaustinpowers wrote:
               | IDK about your philosophy, but any death that is 100%
               | unavoidable invalidates the entire system of business
               | that has been built.
               | 
               | Nothing in this world is above a life. Not money, not
               | profit, not a quarterly bonus. _Zilch, nada, zero._
               | 
               | I'm biased, obviously, but by principle, I refuse to
               | accept a system that accepts avoidable deaths as a
               | "necessary" consequence of their business model.
        
               | FredPret wrote:
               | Yes but when you talk about system-wide decisions, it's
               | not really clear which one will save the most lives.
               | 
               | If drug companies are made to sell drug x cheaper, maybe
               | they end up charging more for drug y, or now they can no
               | longer afford to invent drug z.
               | 
               | So we can look at someone dying for lack of $800 and say
               | that's clearly a big mistake, but it's not clear what
               | trade-offs and adjustments would make the system solve
               | this problem without also making even worse mistakes
               | elsewhere.
               | 
               | To measure our system, the best you can probably do is
               | population-wide stats, like life expectancy, infant
               | mortality, maybe average height (healthier populations
               | being taller). On those metrics, we're making tremendous
               | progress.
        
               | thethirdone wrote:
               | > IDK about your philosophy, but any death that is 100%
               | unavoidable invalidates the entire system of business
               | that has been built.
               | 
               | Assuming you meant _avoidable_ , I don't think there is
               | ANY system of business that avoids EVERY avoidable death.
               | Often saving each life may be 100% possible, but it may
               | not be possible to save every life. As a real example, I
               | would guess most civilians in Gaza that will die in the
               | next month could have their death avoided if their
               | singular life were the #1 priority of every around them.
               | However, I do not think the humanitarian crisis in Gaza
               | can be entirely solved within the next month so that no
               | civilian will die (even assuming cooperation from both
               | sides and massive external aid).
               | 
               | The absolutism in your comments is not conducive to
               | productive conversation. I would guess there are many
               | people on HN that are too pro capitalism and don't
               | recognize how it fails many people, but being absolutist
               | to the point of impossibilities does not make you
               | convincing.
        
               | notaustinpowers wrote:
               | Sorry, yes I meant avoidable.
               | 
               | I'm aiming this in terms of businesses and corporations,
               | not international conflicts and wars.
               | 
               | Ultimately, when it comes to businesses and corporations
               | that are in direct connection with life and death (e.g.,
               | drug companies, architecture firms, power companies,
               | water companies, etc), then everything must be done
               | within their power to ensure that the risk of death is
               | minimized as much as humanly possible. Either by de-
               | prioritizing profits, ensuring equitable access, or any
               | other measures that are necessary.
               | 
               | I understand that a company has to make a profit
               | somewhere. But a drug company that manufactures a drug
               | for $4/pill and then selling it for $10,000/month to
               | treat a disease that will kill without it - all while
               | using taxpayer funds/grants/federal money to fund the
               | research is heinous, greedy, and antithetical to what it
               | means to be a human in a society.
               | 
               | Private power companies (like my local one, Georgia
               | Power) making $2bn/year charging $180/month for a 1
               | bedroom, 660sqft apartment is criminal. Especially as I
               | understand and knew many families growing up that would
               | spend half their month with no power until their next
               | paycheck.
               | 
               | It's on me that my original comment was absolutist, but
               | it's my principles.
        
         | CogitoCogito wrote:
         | > What I do know is that drugs have gotten dramatically better
         | in the short amount of time I've been alive.
         | 
         | How do you know this? How do you measure "better"? Something
         | like QOL improvement per dollar? Have you done (or read) some
         | large study on this or something?
        
           | zer00eyz wrote:
           | Were curing forms of cancer that would have killed you
           | decades ago.
           | 
           | HIV, in my life time was a death sentence. Now people are
           | living almost full lives.
           | 
           | Less dead people is a pretty good metric for drug
           | development.
        
             | pfdietz wrote:
             | The advances in oncology are startling.
        
             | cal5k wrote:
             | You forgot to mention that we can now effectively "cure"
             | obesity with GLP-1 receptor agonists.
             | 
             | Oh, and as a nice little bonus they also curb substance use
             | disorder!
        
             | heavyset_go wrote:
             | In sane countries, HIV drugs cost dozens of dollars per
             | month. In the US, those same HIV drugs retail for thousands
             | of dollars for only a 30-day supply.
             | 
             | Similarly, companies that patent HIV drugs purposely hold
             | off on bringing new, better drugs to market until the
             | patents for their old drugs expire. For example, Gilead
             | held on to Descovy and timed its launch to conveniently
             | match up with the patent expiration of their drug Truvada.
             | It's planned obsolescence in drug form.
             | 
             | Truvada had common complications like kidney damage and
             | failure, and bone density loss, that Descovy mitigated. Had
             | Gilead brought Descovy to market sooner, instead of holding
             | on to it until Truvada's patent expiration, people could
             | have had the option to choose between the two drugs, and
             | those at risk of complications wouldn't have received
             | needless kidney damage/failure and bone deterioration from
             | their only option on the market.
             | 
             | During Truvada's patent period, Gilead raised prices
             | practically every year, and a drug that already cost $2k a
             | month suddenly cost over $4,500 a month towards the end of
             | its patent protection period. In other countries, it cost
             | $40.
             | 
             | Gilead is now doing the same thing with Descovy, charging
             | $2,600 a month with rising prices for a drug that costs far
             | less in sane countries.
             | 
             | Just because things might be "better", doesn't mean they're
             | perfect, and doesn't mean they don't need to improve.
             | 
             | As an aside, these are drugs that prevent the acquisition
             | of HIV in the first place. AIDS could virtually be
             | eradicated in the US if HIV prophylaxis was widespread and
             | affordable.
        
           | krapht wrote:
           | The measure in healthcare is QALY, or quality-adjusted life
           | year.
        
           | spiderxxxx wrote:
           | They've been marketed better. I wouldn't say they are more
           | effective. Still, if you have a problem and your doctor
           | prescribes you a drug, you should ask if it's the most
           | tested, reliable drug, or just the latest.
        
         | notaustinpowers wrote:
         | There is nothing positive about:
         | 
         | - Companies that profit from murder.
         | 
         | - Companies that profit billions by charging poor people more
         | money.
         | 
         | - Companies that profit by (essentially) extorted thousands of
         | dollars from people with the only other option being death.
         | 
         | - A person who profits by underpaying labor and creating false
         | supply/demand.
         | 
         | - A person who profits by extorting $1,000/month minimum from
         | people with the only other option being homelessness (which is
         | now a felony in many cities!)
         | 
         | I don't care if Jesus came down from Heaven and told me to love
         | these people. I do not care about companies or people who
         | profit off of restricting the _basics of survival_ from your
         | average, everyday person.
         | 
         | And get this bud, they don't care about you either! If Northrop
         | Grumann could make $10,000,000 by turning you into a fine red
         | mist they'd push that button before the ink on the check was
         | dry.
        
           | FredPret wrote:
           | > "- Companies that profit from murder."
           | 
           | Holy conspiracy theory batman
           | 
           | > "- Companies that profit billions by charging poor people
           | more money."
           | 
           | Would you prefer that companies that serve poor people stop
           | doing so? Because that would only raise prices for products
           | poor people use. Supply and demand - it's the only sure thing
           | in economics.
           | 
           | > "- Companies that profit by (essentially) extorted
           | thousands of dollars from people with the only other option
           | being death."
           | 
           | The companies _created_ an alternative option to literally
           | dying, and you call this extortion? Would you prefer they not
           | offer this option at all?
           | 
           | > "- A person who profits by underpaying labor and creating
           | false supply/demand."
           | 
           | Underpayment is only possible in some dreamworld. If workers
           | are being underpaid, then by definition they can get better
           | pay by switching jobs. Why aren't they? And if they can't get
           | better pay, then they aren't being underpaid - they're being
           | paid market rates.
           | 
           | > "And get this bud, they don't care about you either! If
           | Northrop Grumann could make $10,000,000 by turning you into a
           | fine red mist they'd push that button before the ink on the
           | check was dry."
           | 
           | The basics of survival are provided by greedy, psychopathic,
           | for-profit cybernetic organisms called corporations.
           | 
           | And life has never been better, especially for the very
           | poorest.
           | 
           | I would suggest that you look at some hard data in this
           | regard, rather than defining your own parallel economic
           | reality in which you can be so very satisfied in your anger.
           | 
           | If you want a hug, Northrop Grumman or your landlord or big
           | pharma just don't do cuddly. Get a dog or a friend. If you
           | want results that are measurable as housing provided, years
           | of life added, or fighter jets built, or tons of wheat
           | produced, then get a corporation.
        
             | notaustinpowers wrote:
             | Tell me, what do defense contractors produce? Because I'm
             | telling you right now Lockheed Martin doesn't make $1.5
             | billion this quarter by making friends.
             | 
             | I'd prefer that banks stop making billions each year with
             | junk overdraft fees. It's not like $35 is going to change
             | their quarterly earnings but $35 can buy cheap groceries
             | for a week until their next payday.
             | 
             | If they use taxpayer grants and funds to research new drugs
             | then I find that it's only fair to be treated like any
             | other taxpayer-funded thing, make it free or cheap for the
             | public like national parks, USPS, and the DMV. You don't
             | get to socialize the funding and then privatize the
             | profits.
             | 
             | I'm sorry that I dream and hope to work towards of a better
             | future for everyone! Enjoy the "greedy, psychopathic"
             | corporations you seem to fight so hard for. Maybe they'll
             | let you live in their new "utopia" city in California if
             | you bark enough for them.
        
               | FredPret wrote:
               | In each case, you take the most negative aspect of the
               | corporation and blow it out of proportion.
               | 
               | Lockheed Martin makes weapons. Weapons seem like a great
               | thing to have when it's the only thing preventing your
               | country from being invaded. (and by the way, we've never
               | lived in a time with fewer battle deaths per 100k
               | people).
               | 
               | Banks charge overdraft fees. But they also provide secure
               | transactions, storage of value, and they pool capital.
               | This is a critical service without which there'd be no
               | economy at all.
               | 
               | Drug companies are not little angels with perfect
               | behaviour. But without them, a lot of us would currently
               | be dead.
               | 
               | And so on and so on.
               | 
               | We live in a complex world. If you only look for the
               | worst, that's exactly what you'll find. If you look for
               | hard facts, you'll see that there's never been a better
               | time. Perhaps you would then ask - who benefits from
               | keeping you continually outraged? Only the media, and a
               | certain type of politician, and late-night comedy hosts.
               | Certainly not you, and definitely not the rest of the
               | world.
        
         | kwhitefoot wrote:
         | The article is mostly not about drug development as a whole,
         | merely the cost of trials. All that is being asked is that the
         | cost of trials be public information.
        
       | pfisherman wrote:
       | Without comment on the broader subject of drug pricing -
       | especially in the US - this article leaves out enough relevant
       | information that I would consider it to be intellectually
       | dishonest.
       | 
       | Where did they run the trials? Across how many sites? Do they
       | plan to apply for marketing approval in the US or EU? Are they
       | the manufacturer? Did they beat the cost of setting up the supply
       | chain and manufacturing facilities prior to the phase 2/3 trials?
       | 
       | The answers to those first three questions will have a huge
       | impact on the price tag.
        
         | PinkSheep wrote:
         | > US or EU?
         | 
         | I'm a bystander, but the gist I got from the official lists and
         | trials is that each EU country needs it's own approval with the
         | gov agency. It may be that "being EU" has equalized
         | requirements to an extent, but each wants their own.
         | (bureaucracy kills?)
         | 
         | One example I read about was a yet experimental drug made by a
         | Swiss company, but the trials only run in and for the US for
         | financial and market reasons.
        
           | pfisherman wrote:
           | USD has the FDA and EU has the EMA. I am not sure how EMA
           | interacts with each individual country.
           | 
           | While regulatory agencies may consider data generated from
           | trials in other jurisdictions, they may ask questions about
           | whether those data and conclusions and relevant and
           | generalizable to their patient populations and health care
           | systems.
           | 
           | There are also ethics to consider. Sure it may be cheaper to
           | run trials in developing countries. But at what point does it
           | become exploitative? Keep in mind that we are talking about
           | human experiments, which is very serious business.
        
           | frodo8sam wrote:
           | No the EU has the EMA which approves drugs for all European
           | countries in collaboration with national drug agencies. And
           | the EMA FDA and japanese agency are pretty well aligned. So
           | approval by one will typically mean you also meet the
           | requirements for the others. Notable exceptions are the
           | recent Alzheimer drugs.
        
         | s1artibartfast wrote:
         | The drugs are all previously developed and approved by other
         | companies, some as early as the 1950s. They ran the trials in
         | Kazakhstan, India, and similar developing countries.
         | 
         | They have no manufacturing and supply chain, because they buy
         | commercially available generics off the shelf for pennies.
         | 
         | There is a lot to say about pricing, but the guardian is
         | shamelessly spreading disinformation.
         | 
         | https://endtb.org/sites/default/files/2023-11/Leaflet%20endT...
        
       | TehCorwiz wrote:
       | If the cost of developing the drug were relevant then every
       | country would pay roughly the same for the same drug from the
       | same company. They don't.
        
         | foota wrote:
         | This doesn't make sense. Pricing could very reasonably vary by
         | country in order for a company to try to capture more revenue
         | though price discrimination.
         | 
         | This says nothing about whether this is done to cover the costs
         | of development or not. Only an altruistic company wouldn't vary
         | the prices.
        
         | acover wrote:
         | Why? A monopoly would want to charge more to richer customers.
        
           | willcipriano wrote:
           | The poorest customers would just resell what they buy to the
           | richest ones in a functioning market.
        
       | MisterDizzy wrote:
       | Drug companies are unambiguously out of control. Some of these
       | new molecules don't even need to be invented, they're just
       | legally distinct repackaging of something they can't gouge on
       | anymore. These companies could, if they had an incentive to do
       | so, research effective off-label uses of existing drugs, say. But
       | there's no money in that. There is a ton of money in making
       | legally distinct "new" drugs that do the same thing as newly-
       | generic drugs. It's unacceptable what they get away with.
       | 
       | Covid ought to have been the final straw that brought all sides
       | together to do something about drug companies.
        
         | nimbius wrote:
         | that we so rapidly transitioned to --and away from-- a rapid,
         | effective and universal free COVID vaccine for the majority of
         | americans in such a relatively short period of time without any
         | sincere discussion or commentary from news media or public
         | policy officials really spoke volumes to me about the kind of
         | national policy the United States is either pursuing with
         | conscientious determination, or blithe indifference.
         | 
         | we could have done covid style vaccines for a litany of other
         | incredibly dangerous yet common causes of death in the US like
         | flu shots and HPV, but we dont. we charge real moneys for these
         | things as though the cost of the development of the drug itself
         | isnt borne almost exclusively by the taxpayer.
        
           | ericmcer wrote:
           | The government was paying just Pfizer like 50bn a year for
           | Covid vaccines, I'm sure if you add up all the manufacturers
           | they were easily paying 100bn a year from 2021-2023. I don't
           | have all the math but I am guessing it ended up costing at
           | least $500/yr to vaccinate a person.
           | 
           | That is a long ways from free, there is just the bit of
           | abstraction that allows corporations to rob us blind. If we
           | had to go get $500 out of an ATM and hand it to the pharmacy
           | everyone would have been throwing a fit. Bundle it in with
           | the taxes that get silently pulled from your paycheck before
           | you even get it though? No biggie.
        
             | ceejayoz wrote:
             | Any cite for this?
             | 
             | https://www.kff.org/coronavirus-covid-19/issue-brief/how-
             | muc... says as of a year ago the _total_ across _all_
             | manufacturers for _multiple_ years was $30B, at a per-dose
             | cost of $20.69. Given how dismal booster uptake has been
             | and the cessation of free vaccination in the fall, I
             | _severely_ doubt the last year has seen the extra $70B you
             | assert.
        
           | a_wild_dandan wrote:
           | I have no idea why you're being downvoted. Is it because we
           | do give out flu shots & such?
        
           | serial_dev wrote:
           | Rapid, effective, and free? I give you rapid, whatever the f
           | that means for a vaccine.
           | 
           | Effective? My whole family was vaxxed, yet everyone got
           | COVID. We have friends who are on their 5+ jab, and they
           | still get it. Of course, after this became painfully clear to
           | everyone, big pharma quickly started to erase history and
           | move the goalpost, and they still disappoint somehow.
           | 
           | Free? Maybe free as in you don't need to take your cash and
           | pay for it, but I can assure you, it cost a ton of tax payer
           | money, benefits are unclear, it's based on government funded
           | research, and somehow big pharma made enormous profits which
           | will make sure they will never be held to account.
           | 
           | I'm also surprised that we finally transitioned away from
           | this farce, because for 2-3 years, it felt like they will do
           | everything to force it onto you and vilify anyone who asks
           | questions.
        
         | acchow wrote:
         | What's stopping people from using the old packaging when the
         | patent expires?
        
           | ceejayoz wrote:
           | They stop making it, and pay generic manufacturers not to.
           | 
           | https://www.nbcnews.com/business/business-news/drug-firms-
           | st...
           | 
           | > Known as "reverse settlement payments," or "pay-to-delay"
           | deals, the financial arrangements are a unique but common
           | practice in the pharmaceutical industry. Essentially, they
           | allow drug manufacturers in some instances to pay competitors
           | not to manufacture generic versions of their products,
           | thereby ensuring that they maintain patent protection for as
           | long as possible.
        
             | RandomBK wrote:
             | How is this not a blatent antitrust violation?
        
               | ceejayoz wrote:
               | The story of that particular legal saga is well laid out
               | at https://www.theatlantic.com/ideas/archive/2023/06/phar
               | maceut....
               | 
               | FTC is trying, but it's one of many places in society
               | where money speaks loudly. https://www.ftc.gov/news-
               | events/topics/competition-enforceme...
        
           | foota wrote:
           | There's a convoluted process that they can game to extend
           | their exclusivity with the FDA see e.g.,
           | https://time.com/6336840/patent-manipulation-insulin-prices/
        
           | sowbug wrote:
           | "People" are the same drug companies that would rather use
           | their manufacturing capabilities for high-margin on-patent
           | drugs.
           | 
           | For a particularly sad example, certain kinds of testicular
           | cancer are considered curable with off-patent drugs like
           | cisplatin and etoposide. But those drugs are often
           | unavailable simply because nobody wants to manufacture such
           | low-margin drugs. See, for
           | example,https://www.fiercepharma.com/pharma/oncology-drug-
           | shortage-c....
        
         | kristopolous wrote:
         | It wasn't because it has always and will always be about the
         | leverage and execution of power asymmetries.
         | 
         | There's no magic hand or market forces working in the public
         | favor, it's competing factions exercising power.
         | 
         | We will continue taking a bath on everything until we organize
         | and exercise power. It's not about "voting" with your wallet
         | because that doesn't set the rules. The terms of engagement
         | need to change.
         | 
         | Things don't have to be this way, there is no "natural law" and
         | things won't change due to prudence. That's all just classic
         | hustling tactics - other countries don't operate this way.
        
         | RcouF1uZ4gsC wrote:
         | > Covid ought to have been the final straw that brought all
         | sides together to do something about drug companies.
         | 
         | If anything, Covid demonstrated the value of drug companies.
         | What was the economic cost of Covid, just from the shutdowns,
         | not including the deaths and disability? I am sure it ran into
         | the trillions.
         | 
         | So the drug companies made $100 billion dollars while producing
         | an economic surplus of trillions? Sounds like a great deal to
         | me.
         | 
         | I want developing new drugs to be insanely profitable. I want
         | the smartest people to go into finding new cures for diseases
         | instead of into thinking about how to drive "engagement" to
         | maximize ad revenue, or playing financial games on Wall Street.
         | 
         | What were the revenues of Apple, Facebook, Google, Microsoft
         | during Covid?
        
       | streptomycin wrote:
       | _Its own bill for landmark trials of a four-drug combination
       | treatment for drug-resistant tuberculosis came to EUR34m
       | (PS29m)._
       | 
       | Okay, how does that compare to what pharma companies spend? The
       | article cites some unrelated numbers, doesn't actually compare.
       | 
       | A quick Google search says:
       | 
       |  _The average cost of phase 1, 2, and 3 clinical trials across
       | therapeutic areas is around $4, 13, and 20 million respectively._
       | 
       | So... not really that different? What's the big deal here?
        
         | throwaway35777 wrote:
         | Don't successful drugs also have to pay for the failed trials?
        
           | kurthr wrote:
           | And also for failed executive pay, and failed lobbying, which
           | are much more expensive. In some cases (like Aduhelm) the
           | marketing started before it was shown to have efficacy... so
           | you have to pay for that very expensive failure too.
           | 
           | https://www.washingtonpost.com/business/2024/03/08/eli-
           | lilly...
        
           | jrsdav wrote:
           | This is essentially true. Pharma is incredibly expensive (for
           | lots of different reasons), with R&D taking up a huge portion
           | of those costs.
           | 
           | So yes, it's safe to assume that part of the accounting
           | around those published costs in the billions are all of the
           | failed _candidates_ that never even made it to _trials_ (the
           | failure rate varies depending on the area of biology and the
           | type of drug, but it 's generally around 9 out of every 10
           | candidates [1]. By the time you get to trials, that ratio
           | gets even more abysmal).
           | 
           | Disclaimer -- I work for Recursion, a company built around
           | this very problem.
           | 
           | - [1]: https://www.sciencedirect.com/science/article/pii/S221
           | 138352...
           | 
           | - [2]: https://www.recursion.com
        
             | mc32 wrote:
             | R&D takes lots, but so does compliance --for good reason.
             | But compliance costs a lot of money, directly and
             | indirectly. Lots of people, lots of inefficient processes,
             | etc.
        
             | tomrod wrote:
             | Why do the phase testing not prevent overindexing failed
             | projects?
        
           | darth_avocado wrote:
           | Yes. They also have to pay for the $4.2B the companies spend
           | on lobbying efforts in 2023.
           | 
           | https://www.nbcnews.com/investigations/lobbyists-spent-
           | recor...
        
             | ProjectArcturis wrote:
             | Seems like a lot, but in the context of $200B spent on R&D,
             | 2% spent on warding off confiscation is probably money well
             | spent.
        
         | Retric wrote:
         | The S.
         | 
         | "Its own bill for landmark trialS of a four-drug combination
         | treatment for drug-resistant tuberculosis came to EUR34m
         | (PS29m)"
         | 
         | You're also looking at the cost from from 2015 to 2016 where a
         | single phase 3 trial was already 20m and $41,117 per patient.
         | https://www.linkedin.com/pulse/clinical-trial-budget-example...
        
           | nickff wrote:
           | I don't understand the difference you're trying to point out.
           | You're both talking about the total cost for a testing a
           | combination of drugs which required multiple phases, each of
           | which is deemed a different trial. Am I wrong? What
           | difference are you trying to highlight with the "s"?
        
             | Retric wrote:
             | Each of those different phases would have cost ~26 million
             | (30% inflation on 2015 prices).
        
           | cameldrv wrote:
           | The super high clinical trial costs also mean problems for
           | any drug that isn't expected to have a large effect size,
           | because it's hard to get statistical significance.
           | 
           | Some trials have been controversially going for a surrogate
           | endpoint, which makes the stats easier since you can get a
           | continuous variable instead of a binary one, but that's also
           | how you get aducanumab, which reduces amyloid plaque, but
           | it's unclear if it actually helps in alzheimers. Despite this
           | they charge $56k a year.
        
         | darth_avocado wrote:
         | Cost of developing a new drug:
         | 
         | - $10M research infra - $30M clinical trials - $200M executive
         | pay - $200M lobbying - $600M sales and marketing
         | 
         | Clearly clinical trials are too expensive and it takes too much
         | to develop new drugs.
        
           | ceejayoz wrote:
           | See also: Hollywood accounting. It's fairly easy to make
           | something look expensive if you put your mind to it.
        
             | lotsofpulp wrote:
             | Not applicable here because no one is discussing drug
             | companies negotiating percentage commissions with their
             | scientists.
             | 
             | If Novartis was committing fraud by misstating expenses,
             | they would be harming their own executives who get paid in
             | equity. And if they were inflating expenses, they would,
             | eventually, get beat by Merck/Pfizer/Lilly/myriad other
             | competitors.
             | 
             | Edit to respond to below comment:
             | 
             | Hollywood accounting is not fraud because there are no laws
             | requiring media makers to categorize and report expenses
             | and income a certain way for the purposes of satisfying
             | compensation agreements with their vendors
             | (actors/producers/directors/etc). It all depends on each
             | individual contract.
             | 
             | A publicly listed business, however, has to comply with
             | myriad rules regarding reporting of cash flow and assets,
             | so it is always nonsensical to bring up Hollywood
             | accounting when discussing official financial figures
             | reported to the SEC.
        
               | ceejayoz wrote:
               | _Look_ expensive and _actually_ expensive aren 't the
               | same, nor is creative accounting always _fraud_. That 's
               | the entire point of Hollywood accounting (which, in the
               | Hollywood example, helps equity like Disney
               | shareholders).
        
           | darby_eight wrote:
           | It's almost like the market is extremely poorly suited for
           | developing drugs
        
             | nradov wrote:
             | Do we have examples of non-market systems that have proven
             | to be consistently more effective for developing drugs?
        
               | sudosysgen wrote:
               | Yes, universities and public research labs. What they
               | aren't effective at, however, is financing trials, so
               | unless we find a way to overhaul that issue we have to
               | deal with pharma companies.
        
         | downrightmike wrote:
         | How much of that is Universities doing all the leg work?
        
           | streptomycin wrote:
           | Not much, universities basically never pay for clinical
           | trials.
        
             | larkost wrote:
             | This is true, but it should also be pointed out here that
             | Universities are where almost of all the initial research
             | into finding and vetting candidate drugs happens, mostly on
             | grants from the government. On the whole that is enormously
             | costly, and the drug companies only step in to develop the
             | drug once the lab tests are promising.
             | 
             | It used to be that all of the profits went to the drug
             | companies, but more recently Universities have started to
             | claim a portion of the patent royalties, and thus the
             | profits. I believe the first big example of this is the
             | University of Wisconsin's royalties on Warfarin (blood
             | thinner used as medicine in humans, and in large doses as a
             | rat killer).
        
       | squigz wrote:
       | For those in favor of drug companies charging exorbitant amounts
       | of money for life-saving medication in order to recoup their R&D
       | costs (and we'll be generous and believe their reasoning and
       | numbers)... it follows that, once they've recouped their costs,
       | they should lower the price, right?
        
         | ryandrake wrote:
         | Yea, just like road and bridge tolls go away once the project
         | that the toll was supposed to pay for completes... Fat chance!
        
           | squigz wrote:
           | This might be shocking to some, but yes, that should indeed
           | be how it works.
        
         | tmnvdb wrote:
         | Unfortunately not, It follows that we set the length of drug
         | patents at a high enough level that, on average, drug companies
         | can continue their work of inventing drugs.
         | 
         | In other words, they will sometimes make a unseemly profit on a
         | monopoly position, but at least the existence of that
         | possibility creates the incentive for development of drugs.
         | 
         | The alternative is to kill the whole industry.
         | 
         | Sorry - the world is not ideal.
        
         | aantix wrote:
         | No.
         | 
         | Because there are infinite hypotheses for drug improvement,
         | disease management, and cure.
         | 
         | And for the company to pursue that research, they need to
         | capitalize on current successes.
         | 
         | The company needs to be able to survive in downturns.
         | 
         | Just like any company.
        
       | ano-ther wrote:
       | I'd be eager to learn more, but it seems that they have only
       | published the topline figures [1] and some of their methodology
       | [2]. Details will follow in a journal.
       | 
       | Perhaps worth noting that development cost account for more than
       | the phase 2-3 studies and that cost are lower for combinations of
       | known drugs. But yes, 34 million is a lot less than 3 billion.
       | 
       | [1] https://msfaccess.org/precedent-setting-move-towards-drug-
       | de...
       | 
       | > *Total costs were EUR33.9 million. While the topline results
       | were presented at the WHO PPRI conference, the full detailed
       | costs of the clinical trial have been submitted for a peer-review
       | publication to a journal. In the full publication, the costs are
       | broken down into 27 cost categories, by year, and by trial site,
       | in order to offer a high level of transparency.
       | 
       | [2] https://msfaccess.org/transparency-core-clinical-trial-
       | cost-...
        
         | lotsofpulp wrote:
         | If the authors were correct, they would have investors throwing
         | money at them, and they would be competing with the existing
         | drug companies, no? They are the second or third most
         | profitable businesses in the world.
         | 
         | Who would write a research paper instead of founding drug
         | companies if they had the secret sauce to cutting expenses that
         | drastically.
        
         | javiramos wrote:
         | I would love to know the shortcut to developing a commercially
         | viable drug for $34M.
        
           | s1artibartfast wrote:
           | If I understand the trial[1] correctly, the "shortcut" is
           | running a trial with small molecule drugs that were invented
           | 90-20 years ago, commercially developed by someone else, and
           | are now off or going off patent.
           | 
           | Shameless propaganda from the guardian to put this in
           | contrast with new biologic molecules.
           | 
           | https://endtb.org/endtb-clinical-trial-results
           | 
           | https://en.wikipedia.org/wiki/Bedaquiline
           | 
           | https://en.wikipedia.org/wiki/Delamanid
           | 
           | https://en.wikipedia.org/wiki/Clofazimine
           | 
           | https://en.wikipedia.org/wiki/Linezolid
           | 
           | https://en.wikipedia.org/wiki/Quinolone_antibiotic
           | 
           | https://en.wikipedia.org/wiki/Pyrazinamide#History
        
       | cde-v wrote:
       | Corporations lying to inflate prices and profits? Impossible! Our
       | perfect markets wouldn't allow for this.
        
       | lr4444lr wrote:
       | I'm not clear from the article whether this also accounts for
       | recouping the cost of _failed_ drugs.
        
         | Lendal wrote:
         | Good point. Yep it sure would be nice if every drug worked out,
         | every project was wildly successful, every new hire was a
         | wonder-kid, every investment only went up and to the right.
         | That would make all the math so much easier wouldn't it?
        
         | darby_eight wrote:
         | ...or the industry refusing to research a drug because of
         | expense estimates!
        
         | ProjectArcturis wrote:
         | It's clear that it does NOT.
        
       | fifteen1506 wrote:
       | Maybe if pharmaceuticals were also insurance companies prices
       | would drop to pay less income tax? Or a variant thereof.
        
       | tompccs wrote:
       | You can't compare running a clinical trial for a drug targeting a
       | communicable disease in the developing world to trials for
       | treatments of complex diseases in rich countries where you need
       | serology, histopathology and radiological endpoints.
       | 
       | Worth noting as well that J&J have shut down their entire
       | division in communicable diseases because it was so unprofitable
       | for them.
       | 
       | (Source: I work in this industry)
        
         | thomassmith65 wrote:
         | Was it 'unprofitable' as in 'losing money', or 'unprofitable'
         | as in 'not worth the time'? If it's the latter, I don't have
         | enough information about the rest of J&J to draw any
         | conclusions.
        
           | s1artibartfast wrote:
           | Financially, they are the same.
           | 
           | If you can make more money by not doing X, than doing X, it
           | doesnt matter.
        
             | interstice wrote:
             | That rules out just about any non regulated altruism. Eg
             | open source
        
               | s1artibartfast wrote:
               | Charitable donations and altruism are outside the scope
               | of financial analysis.
               | 
               | You can donate time or money even if you are running a
               | loss in real, nominal, or opportunity costs.
        
         | s1artibartfast wrote:
         | Just to build on this, many drug and device companies
         | specifically run early trials in the developing world or
         | eastern Europes specifically _because_ the costs are so much
         | lower.
         | 
         | Part of the costs are labor and materials, the majority is
         | regulatory burden. It is a well established financial de-
         | risking activity before spending the hundreds of millions more
         | for a US/EU trial.
         | 
         | Edit for visibility:
         | 
         | The drugs in this trial are all previously developed and
         | approved by other companies, some as early as the 1950s. They
         | ran the trials in Kazakhstan, India, and similar developing
         | countries. They have no manufacturing and supply chain, because
         | they buy commercially available generics off the shelf for
         | pennies.
         | 
         | There is a lot to say about pricing, but the guardian is
         | shamelessly engaging in disinformation.
        
       | darby_eight wrote:
       | Wow this is absolutely shocking
        
       | aga98mtl wrote:
       | If their claim is true, should they not do it themselves and make
       | a lot of money? It would help their mission greatly to have a few
       | extra billion dollars.
        
       | RcouF1uZ4gsC wrote:
       | From the page: >I hope you appreciated this article. Before you
       | move on, I wanted to ask if you would consider supporting the
       | Guardian's journalism as we enter one of the most consequential
       | news cycles of our lifetimes in 2024.
       | 
       | I have research that shows that the costs of journalism is a lot
       | lower than the Guardian claims. I was able to type up a bunch of
       | words (at my typing speed of 50 words per minute it took me
       | around 1 hour to type 3000 words) into an article, and put them
       | up on a website hosted on a $5/month VPS. Anyone can come read my
       | article for free.
        
       | kazinator wrote:
       | The cost of developing drugs is high because of all the drugs
       | that fail, after requiring lots of money to develop. You can't
       | just look at the successful drug and say that's the cost. There
       | are drugs that don't get to the trial stage, so also you can't
       | just look at trials, even if you include failed ones.
       | 
       | The researchers cited in this article seem to be promulgating the
       | fallacy that we need only look at the cost of a successful drug
       | trial, and that's the cost. The drugs magically appeared out of
       | nowhere, for free, and equally magically, they are working drugs,
       | so we already know our trial will succeed. It's just a charade we
       | have to go pay for to get the government's rubber stamp, and then
       | it's all good!
        
         | redserk wrote:
         | What about the public funding that led to research and
         | presumably went towards some of the failed attempts?
         | 
         | It sounds like there's simply not enough information to gauge
         | if pharmaceutical companies are being honest about their claims
         | of R&D costs.
        
       | bloppe wrote:
       | This does not even talk about pre-clinical research, which I
       | thought was a pretty big component of "development".
        
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