Scrip Perspectives
From continuing consolidation on the home market, big pharma appetite to double down on capability centers and notable R&D advances including traction by a second CAR-T cell therapy, the Indian market looks set for an eventful 2025. Scrip spoke to a cross-section of experts to encapsulate some of the key trends in the first instalment of this two-part roundup.
More than 30 biopharma executives, investors and industry experts shared their views on the environment for funding and deal-making in the year to come. With a patent cliff looming over big pharma at the same time as technology opens manifold possibilities for new approaches to drug discovery and development, the general view is that 2025 will be a busy year for partnering, with a trend towards earlier-stage deals and milestone-dependent payments.
PE firms Advent and Carlyle drove the biggest M&A deals in human and animal pharmaceuticals in India during 2024, a year that also saw Lupin strike deals with Eli Lilly and Boehringer Ingelheim to further its ambitions in the fast-growing diabetes space. Which segments look hot and what are the expected trends for deal making in 2025?
More than 40 industry executives shared their views on where the biopharma industry stands as it enters the new year. Innovation remains the sector’s driving force, but after two years of capital constraint, due diligence is key.
Throughout 2024, Chinese firms as sole sponsors initiated a total of seven global Phase III trials that including US sites. BeiGene, Genfleet and InnoCare are expected to add four similar studies this year.
While quieter than some recent years, 2024 did produce several clinical trial readouts destined to have an impact on their respective markets. Here, in roughly chronological order, Scrip takes a look at the 10 clinical stories that got readers clicking the most over the past 12 months.
A flurry of big readouts are expected in the supercharged obesity/diabetes space, with Novo Nordisk looking to make up ground against its rival Eli Lilly.
Scrip picks five key themes that dominated biopharma developments in 2024 and look set to continue to influence the industry throughout this year.
The year’s new drugs included the first drug approved for non-alcoholic steatohepatitis (NASH) and two drugs for primary biliary cholangitis (PBC).
The biopharma sector has once again experienced highs and lows this year. With just a week left, and in no particular order, Scrip takes a look at five of the biggest stories of 2024.
Keytruda, Ozempic and Dupixent were the three best-selling drugs by global revenues in the third quarter. AbbVie’s long-time cash cow Humira finally exited the top 10, slipping to 16th place.
Keytruda and Ozempic held their positions as the number one and two best-selling drugs in the world in the second quarter, while Eli Lilly’s Mounjaro shot to sixth place.
INFOGRAPHIC: Deal volume for both M&A and alliances fell in 2023, but average valuations rose appreciably. Antibody-drug conjugates for cancer drove high-value acquisitions and partnerships.
A rundown of the ten most valuable drug launches expected in 2024 from both big pharma and some first-to-market companies.
While not expected to be quite so busy as previous years, 2024 will still see many pivotal clinical trial readouts that should create a splash. Here are ten (plus a few extras) that have caught Scrip’s eye for one reason or another, eg, for being the first readout for a novel drug class, having the potential to take a product in a new lucrative direction, for maybe being able to succeed where a rival has already failed or even for having been a long time coming.
In this second instalment on key trends playing out in India, Scrip talks to industry leaders on the marked shift in GMP norms that could potentially resize Indian manufacturing, large player interest in the CDMO space and M&A activity, where PE firms may be the “most aggressive” buyers.
The arrival of an indigenous CAR-T cell therapy, a shot at GLP-1s and Parkinson’s disease, strides into adjacencies and an “easy revenue stream” formula for products set to lose exclusivity are some of the striking developments seen playing out in India. Industry leaders, including Cipla’s CEO, share their views with Scrip on some of the key trends in the first instalment of this two-part roundup.
Biotech founders and executives in China are having to embrace continuing uncertainty around funding as the light at the end of the tunnel still appears a way off, but partnerships and alternative financing routes are providing some relief.
M&A activity in 2023 began with March’s $43bn mega-deal for Seagen, but only one eight-figure takeout has occurred since. Still, the values are higher overall than seen in 2022 and might indicate a gradual return to larger deals.
In a tough R&D environment, delivery technology-based new drug development activities by Korean firms are poised to remain robust in 2024.