Market Intelligence
In the latest episode of the In Vivo podcast, Russ Lebovitz, the co-founder and scientist behind San Diego's Amprion Diagnostics, discusses the role alpha-synuclein misfolding plays in neurodegenerative diseases and how early alpha-synuclein testing could mitigate the impacts of conditions ranging from Parkinson's disease to Lewy body dementia.
Exosome-based treatments hold promise, but their reality has not yet materialized in the form of compelling clinical data. Belgian biotech Exo Biologics’ CEO Hugues Wallemacq believes his company can help move the field forward, both through its own clinical programs and by offering high-quality exosomes to others in the field.
Christopher Anzalone is spearheading Arrowhead Pharmaceuticals' transformation from a development-focused to a commercial-stage biotech. The CEO touts an “almost plug and play” platform, a derisked development strategy and a busy pipeline with vast potential.
Profit warnings from CDMOs ring a warning bell that pharma is cutting its early research spend. What impact will spending controls and the tsunami of AI have on the pharmaceutical industry's R&D investments?
Datamonitor Healthcare analysts and podcast co-hosts Flora Mackay and Emma Wille discuss the complicated development of therapeutic psychedelics. They dwell on FDA involvement and advisory committees, alongside adverse event reporting and ethical concerns.
An interactive look at pharma, medtech and diagnostics deals made during August 2024. Data courtesy of Biomedtracker.
After years of heavy price and cost pressures that have taken a toll on firms operating in the US generics market, more recent quarters appear to have reflected a calmer and more predictable landscape.
Six $1bn+ alliances were penned in August. In the top alliance by deal value, ImmuneOnco Biopharmaceuticals licensed Instil Bio global rights (excluding China, Taiwan, Macau, and Hong Kong) to develop and commercialize its PD-L1xVEGF bispecific antibody IMM2510 and the next-generation anti-CTLA-4 antibody IMM27M. The deal could be worth over $2bn. The candidates have potential in treating advanced solid tumors.
After 10 years of promised investment following its Nobel Prize for iPS cell research, Japan is cautiously narrowing regulations around the conditional approval of cell therapies and cutting some reimbursement prices. Commercial success remains mixed and some products have been withdrawn from the market.
The second instalment of In Vivo’s three-part series delves into the therapeutic categories that will propel forecast pharmaceutical sales growth for 2025, focusing on blood malignancies, skin conditions and generalized cardiovascular disease.
The latest figures on uptake of rivals to AbbVie's Humira in the US show adalimumab biosimilars beginning to capture significant market share from the originator after an initially slow start in 2023.
Without a mega-merger like 2023’s Pfizer/Seagan takeout, M&A deals grew smaller during the first half of 2024, while volume rose. In alliance deals, H1 2024 activity somewhat mirrored activity from H1 2023.
The overall R&D productivity of the 30 largest public biopharma companies has increased despite a challenging global environment for investment and growth. Will hype cycles impact this picture in coming years?
Revenues from Rx and OTC pharmaceuticals are returning to the normal annual growth patterns seen during the past decade – the COVID-affected years excepted. In a 3-part series, In Vivo analyzes the market dynamics that support this trend, giving forecasts for individual therapy areas for 2025. This article focuses on the top three therapy areas by growth.
An interactive look at pharma, medtech and diagnostics deals made during July 2024. Data courtesy of Biomedtracker.
Three $1bn+ alliances were penned in July. In the top alliance by deal value, Dren Bio teamed up with Novartis for the discovery and development of therapeutic bispecific antibodies for cancer using Dren Bio’s proprietary targeted myeloid engager and phagocytosis platform. The deal could be worth up to $3bn. The companies will collaborate to advance selected targeted myeloid engager programs in oncology through clinical candidate selection, at which point Novartis will assume full responsibility for all remaining development, manufacturing, regulatory and commercialization activities. In the top M&A, Eli Lilly penned a definitive agreement to acquire Morphic Therapeutic for $57 per share or approximately $3.2bn. Morphic's pipeline includes integrin therapies for autoimmune and fibrotic diseases and cancer and is led by Phase IIb candidate MORF-057. The selective oral small molecule inhibitor of α4β7 integrin is being evaluated for ulcerative colitis and Crohn's disease. It could provide Lilly with a strong competitor to Takeda Pharmaceuticals' marketed IBD therapy Entyvio (vedolizumab). Financing reached $4.6bn in biopharma, $769m in devices, and $373m in diagnostics.
The global leaders in imaging have set full-year sales growth outlooks of low to mid-single digits, with China market headwinds due to prevail throughout 2024. Pent-up China demand will be the upside from 2025, industry believes.
Last year, In Vivo spotlighted some of biopharma’s most highly valued yet unpartnered assets. Now it’s time to see if deals have been struck and review how NPVs have changed.
The E in ESG: SUDs, reuse, disposables, refurbishing, reprocessed devices? Multiple panelists at the 2024 MedTech Forum addressed the role medtech manufacturers should have in the climate change challenge.
During Q2, biopharmas brought in an aggregate $22.8bn in financing and device company fundraising totaled $2.7bn; while in vitro diagnostic firms and research tools players raised $1.2m.