Page 136 - Binder2

• Molecules designed in isolation
• Trials structured for speed, not longevity
• Delivery routes chosen for convenience, not
immunological harmony
• Manufacturing pipelines optimized for scale, not
immune purity
• Clinical failure managed downstream, after
tolerization sets in

It’s a model that prioritizes the first response over the
lasting one.
A model that pushes immune rejection off the balance sheet
and into the future.
And it’s a model that’s now beginning to break.

Because the cracks are widening:

• Patients are churning through therapies faster than
ever.
• Payers are questioning the ROI on biologics with
18-month shelf lives.
• Biosimilars are exposing the cost of weak immune
durability.
• And trust in the category—among clinicians and
patients alike—is eroding.

So what comes next?

A platform model—where biologics are no longer built as
isolated products, but as parts of a durable, immune-
compatible system.

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