Sleuth @sleuthinsights
Done-for-you biopharma decision intelligence sleuthinsights.com Joined February 2024-
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Get in touch to uncover white space opportunities and BD strategies for your pipeline programs
Get in touch to uncover white space opportunities and BD strategies for your pipeline programs
If you're a biotech developing next-gen obesity treatments, here's how you can position for BD success with Pharma I asked @sleuthinsights to analyze 700+ obesity biotech portfolios against Pharma's strategic gaps - two key positioning strategies emerged: 1. Focus on…
Landscape of OXR2 targeting drugs attacking narcolepsy Yesterday, Takeda announced it's oral OXR2 agonist cleared two Phase 3 studies in narcolepsy, opening up a >$3B peak sales opportunity I asked @sleuthinsights to pull together a competitive landscape and flag why analysts…
Adding on to the analysis below, one popular follow up question was 'how many of these M&A targets did pharma have an existing relationship with?' We ran the numbers and broke it out by company. Some takeaways: • Overall, ~24% of targets had some prior relationship across all…
Adding on to the analysis below, one popular follow up question was 'how many of these M&A targets did pharma have an existing relationship with?' We ran the numbers and broke it out by company. Some takeaways: • Overall, ~24% of targets had some prior relationship across all… https://t.co/TaFgmUsG0p
Competitive landscape for targeted therapies in oncology (TO) 425 assets across 19 pharma companies, segmented by tumor type, phase of development, modality and ownership If you'd like a PDF copy or if I missed any key assets, let me know below! Some takeaways & stats:
Snapshot of M&A and IPO activity from 2013 - 2024 YTD in the ADC space A few takeaways:
Grading 10 notable single-asset driven M&A deals from 2016-2019 Some takeaways: • Goes without saying, BD is tough. Not only do you have to manage clinical risk, but even if the asset works well, you could get steamrolled by a slightly better positioned competitor or be unable…
Gene therapy landscape Pulled together 42 companies and charted the preclinical and clinical assets of each, segmented by approach and vector Some takeaways:
CMS released final negotiated prices for the first 10 Medicare Part D drugs under the IRA today. See below for the official list with additional data points around timing of generic entry + some initial thoughts: • The median time-on-market for selected drugs was ~11.5 years,…
Public market performance of AI-enabled drug developers (a subset of the #TechBio space) How they've performed (and why they've struggled): Following several high-profile IPOs, shares of AI-enabled drug developers briefly peaked in Q1'21, before underperforming every quarter…
Novel FDA drug approvals so far this year (with segmentation by manufacturer, indication and supporting clinical trials) Quick takeaways: • This excludes diagnostics, drugs approved via the 505(b)(2) pathway and source plasma • In total, we see 32 drugs (7 biologics) across…
Cell Therapy IPO and M&A Activity From 2013 to Today The dominant strategy has evolved alongside the broader capital markets: Early on we saw more transformative M&A (Gilead / Kite in 2017, Celgene / Juno in 2018), while 2019-2021 saw an explosion of IPOs as public demand for…
ADC Market Map We charted ~70 clinical-stage companies advancing 35+ unique payloads into 3 core mechanisms of action. Some takeaways: • An ADC is essentially 3 modular components: an antibody, a payload (typically chemo) and a linker that connects the two. The idea is to…
The 6 currently approved FDA CAR-T cell therapies are expected to generate ~$10B in WW sales by 2028 - we broke out historical and projected sales over time below Exhibit 1: FDA-Approved CAR-T Cell Therapies Sales Over Time Following initial approvals in 2017, these autologous…
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