RxDataLab Research

My research ranges from quick analyses of market movements and companies to comprehensive deep dives on therapeutic areas and companies. All pieces are grounded in data and designed to cut through industry noise. I also publish educational guides on how I perform my research and publish general news and opinions in the blog.

UMAP visualization of the competitive clinical trial landscape colored by phase.

Sep 15, 2025 • Nicholas George

Mapping Competitive Biotech Landscapes with Embeddings

How we use embeddings of clinical trial features to visualize and analyze the competitive biotech landscape.

Methodology

Eikon Therapeutics fundraising activity based on form D filings with the SEC.

Jun 22, 2025 • Nicholas George

Eikon Therapeutics Talks Platforms but Bets Big on Acquired Oncology Assets

Eikon Therapeutics has raised over $1B and claims to have a revolutionary drug discovery platform, but its clinical pipeline remains dominated by acquired oncology assets. This report analyzes Eikon’s funding, trials, and patent strategy to assess whether its platform is delivering.

Newsletter Brief Report

Plot of the number of rare epilepsy interventional studies started per year from 2018 through June 2025.

Jun 10, 2025 • Nicholas George

Bright Minds's Spike Wasn't Random- It was Serotonin

After Lundbeck’s $2B acquisition of Longboard, investors scrambled for serotonin analogs. Here’s why Bright Minds was the target and what it says about the future of rare epilepsy drug development.

Newsletter Brief Report

Plot of Active and Granted Investigational New Drugs (IND). IND receipts and Active IND's rose in 2020.

Oct 7, 2024 • RxDataLab Team

A Surge in Investigational New Drug Activity

Visualizing the rise in Investigational New Drug (IND) receipts and active INDs during 2019-2020. With no major regulatory changes, the spike appears linked to the COVID-19 pandemic, raising questions about how it shaped drug development.

Density plot showing the distribution of time to generic approval for drugs approved in 2000 that are still produced

Sep 15, 2024 • RxDataLab Team

What Proportion of Drugs Approved in 2000 Have Generics in 2024?

81% of drugs approved in 2000 have generic equivalents in 2024. We will dive into how we used the Orange Book to answer this question, and how we approach these problems.

Plot showing the extra exclusivity of drugs with and without the patents challenged by the FTC

Aug 30, 2024 • Nicholas George

FTC Orange Book Patent Challenges

The FTC recently challenged over 100 Orange Book patent listings for drugs including blockbuster Ozempic. In fact, up to 89% of claimed patents were challenged for certain drugs. Here we dive into what was challenged, whether it matters, and what happens now.

Plot of GLP1 publications in pubmed showing increasing references of GLP-1. It highligts 2015, when the Novo Nordisk paper was published

Jul 29, 2024 • Nicholas George

The GLP-1 Clinical Trial Landscape in 2024

Glucagon-Like Peptide-1 (GLP-1), Semaglutide, and other GLP-1 targeting drugs are involved in many clinical trials as of July 2024. Here, we cover some of the conditions with active clinical trials that may not be getting as much attention as the weight loss and diabetes cases.