A very nicely written article (and I don’t say that often!) And the overall premise is spot on: while it’s a shame that the drugs failed, it’s okay, because we want companies to be taking bets on targets that might result in the next big drug to save or prolong lives. > In 2026, a BMJ Oncology analysis would give a clinical name to what had happened: “herding.” The authors estimated that nearly 49,000 patients had been enrolled in anti-TIGIT trials by pharmaceutical companies, at a cost of more than $3 billion, all because their fellow pharmaceutical companies were doing the same thing This is also spot on. I’ve been in the room when people have been infected by this peculiar competitive mania. Rational science takes a backseat to FOMO. But it’s also somewhat understandable: the model we have relies on companies making money to continue to exist and invest in further research and drug development. So of course, they all wanted a slice of the pie, no matter how wrong this was in retrospect. It’s just how the current system works, and it’s the least bad (?) system we’ve yet evolved for such sharing out of resources.
痛点分析发布于 2026/05/26
痛点为 AI 基于上游原始证据的初步提炼；未包含额外中国市场检索。
痛点
在生物制药研发中，企业面临一个核心痛点：当某个靶点（如TIGIT）被行业巨头追捧时，其他公司会因竞争压力和FOMO（错失恐惧症）而盲目跟风投入巨额资源，即使科学证据不足。文章和评论指出，这种“herding”行为导致近49,000名患者被纳入无效试验，耗费超过30亿美元，最终以失败告终。用户（研发决策者）原本的任务是理性评估靶点潜力并分配资源，但现有流程中，同行竞争和短期盈利压力扭曲了科学判断，造成巨大的资金浪费、患者风险增加以及研发效率低下。评论者mft_提到“理性科学被FOMO取代”，说明这种从众心理是决策摩擦的关键来源。
External Article
External article summary
2.8k words, 12 minute reading time
External Article
External article source
- Article title
- The ballad of TIGIT
- Host
- www.owlposting.com
§ Dossier
Selected HN comments
mft_
At the same time we see TIGIT targeted drugs failing, we are seeing the success of drugs against another white whale of cancer drug targets: KRAS. It's the most frequently mutated cancer activating gene out there, but has been declared "undruggable" for the 15-20 years I've been close enough to drug developers to have heard about it. Yet we're seeing clinical successes in recent trials with Revolution Medicine's daraxonrasib, and now there's blood in the water, with tons of new approaches going after it. The progress in biotech in the past few decades has been unbelievable , and lots of things that were considered impossible a few decades ago are now happening left and right. Whenever I hear that somebody thinks that technological progress has stopped, I just think that they've stopped looking in the right places for the huge advances that are going on.
epistasis
I love that failure is an option. Despite all the pressure from money, the science still won out. In a parallel universe, it would be hard to imagine that much money not altering the reported results significantly.
mrkeen
Anti-amyloid drugs work at reducing amyloid plaques. Only problem is that the idea that those plaques are the root cause for Alzheimer's was academic fraud.
kazinator
I don’t know how you type out an acronym 40 times and not say what it is the letters stand for. Even if the author doesn’t think it’s worth knowing, which in the long run it isn’t, how could I know that without hearing what it stands for? I had to leave the page to look it up.
sijourneyweezer
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