Latest from Edwin Elmhirst
Evaluate Pharma’s top 10 list of unpartnered mid-stage obesity assets shows that few credible challengers to Novo’s Wegovy and Lilly’s Zepbound remain available.
The five therapy areas forecast to achieve the highest growth between 2024 and 2030 include a mixture of the more obvious (MASH) and less high profile (glioma). In some cases, which companies will seize market share remains up for grabs.
Novo, Sanofi, Gilead, Lilly and Bayer are among the big pharmas with the fewest expected US exclusivity losses from 2026-2030.
Licensing deals have been growing in popularity over outright acquisitions in the pharmaceutical industry over the past decade. Licensing deals have doubled in number from 2015 to 2024, while M&A activity has decreased post-COVID. We consider the advantages of licensing deals and review notable licensing deals from the past 10 years with the potential to deliver high value relative to their initial investment.
Big pharma once again fails to dominate the top 20 expected best sellers from products due for launch this year. Small-to-medium pharma account for nearly half the list, while Vertex has two products in the top five.
Summit Therapeutics hit the stock market heights in 2024, along with a handful of biotech with novel therapies and platforms, while Moderna was dragged down by shrinking COVID-19 vaccine sales.