Market Intelligence

The Good, The Bad, And The Uncertain: Trump’s Second Administration And The Rx Industry

 
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The pharma industry arguably suffered none of the downside risks that were possible during the first Trump administration, and their relationship with Biden could not have gone much worse. And while they may hope a Trump return could help their fortunes, having RFK Jr. supervising the FDA is likely not the prescription they want.

Combos, New MOAs, And Oral Formulations Of Injectables: Lilly’s Immunology Strategy

 
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In a competitive immunology landscape, Eli Lilly is looking for novel agents, oral formulations of injectables, and combination therapies that can optimize response and expand the patient pool.

Generics Industry Hungry For More After Showing Larger GLP-1 Appetite In 2024

 
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GLP-1 drugs like Ozempic and Mounjaro have shaken up pharma, crossing firmly over into the mainstream while netting fortunate suppliers billions of dollars in the process. As patent expiry approaches for first- and second-generation products, generics manufacturers are gearing up to take a share of the spoils.

Deals In Depth: October 2024

 
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Ten $1bn+ alliances were penned in October, and three exceeded $2bn.


The BIOSECURE Act: What Does It Mean For The Off-Patent Industry?

 

As China faces the potential loss of a big customer base, the US off-patent industry starts to look for new relationships elsewhere. While building domestic manufacturing capabilities would be the ultimate American dream, the government has yet to offer the carrot, not just the stick.

The Future Of Inflammation: The Inflammasome And Beyond

 
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Novel targets for managing inflammation hold the promise of greater efficacy and safety for diseases not widely viewed as inflammatory in nature.

Uncertainty Remains Over The Future Of Regulatory Data Protection In The EU

 
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As talks continue on the EU pharmaceutical legislative reform proposals, drug firms may have to wait some time before they find out what the future periods of regulatory data protection and orphan market exclusivity will be.

Commercialization 3.0: Achieving New Product Success In Health Care’s New Era

 
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Despite the importance of developing and commercializing new products to fuel pharma revenue growth, it is estimated that approximately up to 50% of drug launches fail to meet financial expectations. We explore how to maximize product success in pharma's value era.


China Makes Its Presence Felt In Asia 100 Sales

 
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While Japanese firms still dominate the money spinners in Asia, companies from China and, lesser so, India are starting to stand out from the crowd.

Dealmaking Quarterly Statistics, Q3 2024

 
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During Q3, biopharma merger and acquisition deal value reached $11.7bn and drew in $33.1bn in potential deal value from alliances. Device company M&A values reached $8.2bn, while in vitro diagnostics and research tools players’ M&A activity totaled $86.3m.

The Practice-Changing Drugs That Will Graduate In 2025

 
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A wealth of new therapies are set to successfully graduate from the pipeline in 2025. Within this cohort are a mixture of therapeutic areas, drug classes, first-time approvals, label expansions, and treatments that will meaningfully change how diseases are treated.

Korea Lays Out Roadmap For Use Of AI Across Drug Development

 
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The five-year roadmap aims to expand support for AI research and development in essential health care and new drug development, as well as advance medical data usage systems and enable its safe use.


Winning With Partnerships: How To Turn A Three-Decade-Old Biotech Profitable

 
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Since taking on the CEO role at Theratechnologies in 2020, Paul Lévesque has made it his priority to beef up the company’s commercial portfolio and look for partnerships on potentially high-value programs. Now, the Canadian biotech is turning a profit for the first time in many years.

Big Biotech’s ROI Overshadowed By Big Pharma But Exceptions Exist

 

While big pharma has significantly higher R&D and acquisition expenditures, certain biotechs have outperformed in terms of ROI and have substantial potential for future growth with their strong pipeline assets.

Podcast: Alpha-Synuclein Testing Comes of Age

 
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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. 

For Nascent Exosome Field, One Company’s Win Is Everyone’s Gain

 
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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.   


Arrowhead Moving Into Commercial Territory

 
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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.

Pharma’s Future: More Development With Less Dollars

 
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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?   

Podcast: The Colorful Landscape Of Therapeutic Psychedelics

 

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.  

Deals Shaping The Industry, August 2024

 
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An interactive look at pharma, medtech and diagnostics deals made during August 2024. Data courtesy of Biomedtracker.