Market Intelligence

The medtech industry has been disrupted by tariffs and China’s volume-based procurement policies. While India is expected to emerge as a key long-term growth market, near-term upside may come from a potential rebound in EU attractiveness following the MDR reform proposals in December 2025.

It’s time for In Vivo's 18th annual Deals of the Year contest. We've chosen 15 nominees across three categories – Top M&A, Top Alliance, and Top Financing – and now it’s your turn to pick the winners.

Thirteen $1bn+ alliances were penned in December, and three exceeded $2bn. In the top alliance by deal value, OTR Therapeutics and Zealand Pharma entered a potential $2.5bn multi-program agreement in which the partners will co-discover and co-develop innovative therapies for metabolic diseases.

In a busy month for triple-digit percentage average price rises for generics in the UK, repaglinide led the pack in December.

An interactive look at pharma, medtech and diagnostics deals made during December 2025. Data courtesy of Biomedtracker.

The US ranibizumab market has seen more than its fair share of ups and downs, with the latest developments vastly reducing biosimilar penetration and allowing Lucentis to recapture around 90% of the market. Generics Bulletin looks at the reasons why.

Alexion is leveraging long standing C5 leadership to expand into proximal complement targets and alternative pathway drugs, pairing longer acting and subcutaneous options with genetically guided precision medicines.

An interactive look at pharma, medtech and diagnostics deals made during November 2025. Data courtesy of Biomedtracker.

Industry warns healthcare infrastructure – not manufacturing – may be the real bottleneck as cell therapies eye mass-market diseases.

Investors and analysts say cell and gene therapy is entering a disciplined “phoenix” phase, with selective risk taking, AI enabled platforms and new pricing models redefining how one time cures attract capital.

Four $1bn+ alliances were penned in November, and three exceeded $2bn. In the top alliance by deal value, Valo Health entered into a potential $3bn collaboration with Merck KGaA to advance therapeutic discovery in Parkinson’s disease and related disorders.

With two late-stage lupus assets finishing recruitment and a newly acquired nephrology franchise running three concurrent Phase III programs, Biogen is making its most significant commitment yet to immunology beyond its legacy MS business.