Profitable companies and non-Profitable Biotech companies (rising stars) have developed innovative drugs for treatment of chronic and non chronic diseases. In the next five years the distinction between mature biotech companies and large global pharma is likely to disappear as investment in R&D and acquisition start delivering and Market Cap match the large global pharma. Dividend and consolidation could be the future drivers and continue to attract long term investors. Optimism prevails around the future of this sector as a whole which was reflected in the unprecedented rally in shares in 2012.
This trend continued in the next five years driven by launch of Innovative drugs catering to unmet needs in Alzheimer’s, HCV, osteoporosis, RA, Psoriasis, MS, Dyslipidemia, Cystic fibrosis, Cancer and orphan diseases. Drug approvals and label expansion of existing portfolio of launched drugs and data from late stage pipeline drugs should maintain the growth momentum and investors interest.
The early part of the previous decade (2010-20) was spent recovering from the big acquisitions made by this sector but followed by the exercising of some restrain for similar large acquisitions as investors wanted to see the returns reflected in the top-line and EPS. However in- licensing of early or mid stage compounds or small acquisitions continued since the Rising Stars kept throwing the bait by taking risks and innovate using novel technology platforms or validating novel targets for treating diseases.
Patent expiry impact was also modest as majority had “not so easy to copy” biologics and other drugs in their portfolio. They, however were not complacent and were not leaving any stones unturned to meet the challenges as well as exploring emerging market opportunities with local partners. Favorable regulatory environment finally saw biosimilar mAbs entry in regulated markets The optimism of biosimilar players is reflected in the maturing pipeline. Para IV Filing from other generic players continues to pour leaving room for surprises and volatility.
Moving forward the sector should see a strategic rise of the digital mindset and further adoption of transformative and augumentative technologies. While mergers & acquisitions can still expect a sharper focus despite being more traditional, external innovation should result in a meaningful shift in culture through innovative and creative partnerships with both new entrants and less traditional companies.
There will be an increasing demand for even more transparency and disclosure and a need for real relationship-driven partnerships will encroach across all sector stakeholders including regulators, patients, advocacy groups and also to outsourcing players critical to the supply chain. Data will be a dominating force behind new revenue models and crucial to understanding and delivering an exceptional patient experience. Pricing will continue to exert much pressure, increasing access to drugs, growth of gene and cell therapies, and uncertain trade policies will further change the dynamics of the market.
Industry News
- Biotech Financing: How to Secure a Lead Investorby Yali Friedman on October 29, 2024 at 7:01 pm
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- Unlocking the Full Potential of Your CDMO Partnership: Strategies for Successby DrugPatentWatch on October 29, 2024 at 5:27 pm
In the rapidly evolving landscape of biotechnology and pharmaceutical development, contract development and manufacturing organizations (CDMOs) have become essential partners Source
- Top 10 CDMO Services You Didn’t Know You Neededby DrugPatentWatch on October 28, 2024 at 8:36 pm
The pharmaceutical industry relies heavily on Contract Development and Manufacturing Organizations (CDMOs) to streamline the drug development and manufacturing process. Source
- How to Craft a Winning Biotech Funding Strategyby Yali Friedman on October 28, 2024 at 1:12 pm
Crafting a Winning Biotech Funding Strategy: A Comprehensive Guide Navigating the complex landscape of biotech funding is crucial for the Source
- The Persistent Problem: Why Hospitals Keep Running Out of Generic Drugsby DrugPatentWatch on October 27, 2024 at 3:32 pm
A troubling trend has emerged in recent years, leaving both healthcare providers and patients grappling with an unexpected challenge: the Source
- DrugChatter: Can pre existing conditions affect vascepa coverage?by DrugChatter on October 26, 2024 at 12:25 pm
Can Pre-Existing Conditions Affect Vascepa Coverage? Understanding Vascepa and its Coverage Vascepa, also known as icosapent... https://www.Drugchatter.com/chat/24805/can-pre-existing-conditions-affect-vascepa-coverage/ Source
- DrugChatter: How does lipitor affect breathing?by DrugChatter on October 26, 2024 at 11:19 am
How Does Lipitor Affect Breathing? Understanding the Connection As one of the most widely prescribed cholesterol-lowering... https://www.Drugchatter.com/chat/23839/how-does-lipitor-affect-breathing/ Source
- DrugChatter: Can lipitor affect food cravings?by DrugChatter on October 25, 2024 at 8:58 pm
Can Lipitor Affect Food Cravings? Understanding Lipitor and Its Effects on the Body Lipitor, also known as atorvastatin,... https://www.Drugchatter.com/chat/53266/can-lipitor-affect-food-cravings/ Source
- DrugChatter: When should i seek lipitor medical help?by DrugChatter on October 25, 2024 at 8:57 pm
When Should You Seek Medical Help for Lipitor? As one of the most widely prescribed cholesterol-lowering medications, Lipitor... https://www.Drugchatter.com/chat/47217/when-should-i-seek-lipitor-medical-help/ Source
- DrugChatter: Can red yeast rice fully replace lipitor?by DrugChatter on October 25, 2024 at 8:57 pm
Can Red Yeast Rice Fully Replace Lipitor? As the world grapples with the rising tide of high cholesterol and heart disease,... https://www.Drugchatter.com/chat/7875/can-red-yeast-rice-fully-replace-lipitor/ Source
- DrugChatter: How does lipitor impact lipid metabolism?by DrugChatter on October 25, 2024 at 8:55 pm
The Impact of Lipitor on Lipid Metabolism: Unraveling the Mechanisms Lipitor, a widely prescribed statin, has been a cornerstone... https://www.Drugchatter.com/chat/484/how-does-lipitor-impact-lipid-metabolism/ Source
- Exploring the Economics of Biotechnology: Cost vs. Benefitby Yali Friedman on October 25, 2024 at 1:05 am
Exploring the Economics of Biotechnology: Cost vs. Benefit Introduction Biotechnology, the application of engineering and technology to the life sciences, Source
- How to Manage Regulatory Challenges in Generic Drugsby DrugPatentWatch on October 24, 2024 at 11:09 am
The generic drug industry faces significant regulatory challenges that can impact the quality and safety of these life-saving medications. With Source
- Prioritizing Patient Centricity in Generic Drug Developmentby DrugPatentWatch on October 23, 2024 at 8:00 pm
The pharmaceutical industry has faced significant challenges in recent years, including the loss of patents, increased regulatory scrutiny, and rising Source
- Using Google Patents to Find Drug Patents? Here’s 15 Reasons Why You Shouldn’tby DrugPatentWatch on October 23, 2024 at 1:30 pm
When it comes to patent searches, especially in the pharmaceutical industry, accuracy and comprehensiveness are crucial. While Google Patents is Source
- DrugChatter: What are the potential side effects of combining lurbinectedin and immunotherapy?by DrugChatter on October 22, 2024 at 5:53 pm
Combining Lurbinectedin and Immunotherapy: Understanding the Potential Side Effects What is Lurbinectedin? Lurbinectedin,... https://www.Drugchatter.com/chat/22165/what-are-the-potential-side-effects-of-combining-lurbinectedin-and-immunotherapy/ Source
- CDMO Collaboration Tips for Better Resultsby DrugPatentWatch on October 22, 2024 at 4:51 pm
The biopharmaceutical industry has witnessed a significant shift towards outsourcing, with contract development and manufacturing organizations (CDMOs) playing a crucial Source
- DrugChatter: How can i qualify for discounted yervoy treatment?by DrugChatter on October 22, 2024 at 3:43 pm
Qualifying for Discounted Yervoy Treatment: A Comprehensive Guide What is Yervoy? Yervoy, also known as ipilimumab, is... https://www.Drugchatter.com/chat/45268/how-can-i-qualify-for-discounted-yervoy-treatment/ Source
- DrugChatter: Can lipitor and glucosamine be taken together?by DrugChatter on October 22, 2024 at 12:59 pm
Can Lipitor and Glucosamine Be Taken Together? A Comprehensive Guide As we age, our bodies undergo various changes that... https://www.Drugchatter.com/chat/408/can-lipitor-and-glucosamine-be-taken-together/ Source
- DrugChatter: How long after stopping lipitor did discomfort subside?by DrugChatter on October 22, 2024 at 11:47 am
How Long After Stopping Lipitor Did Discomfort Subside? Lipitor, a popular cholesterol-lowering medication, has been widely... https://www.Drugchatter.com/chat/22965/how-long-after-stopping-lipitor-did-discomfort-subside/ Source
- A new, updated account of poroid fungi in North Americaon September 4, 2024 at 6:31 pm
Poroid fungi, commonly known as “polypores,” are among the most frequently encountered fungi throughout the year because of their large size and longevity. Despite the common presence of poroid fungi in North America, most guides include only a limited selection of these fungi. Poroid Fungi of North America, by Leif Ryvarden, offers a necessary, updated account
- Few anti-immigration users dominate most of UK-based anti-immigration content on Twitter with rapid spread and high polarizationon September 4, 2024 at 6:25 pm
A study of more than 200,000 tweets from 2019 and 2020 finds that anti-immigration content spreads faster than pro-immigration tweets and that a few users disproportionally generated most of the UK-based anti-immigration content. Andrea Nasuto and Francisco Rowe of the Geographic Data Science Lab at the University of Liverpool, UK, present these findings in the
- Agriculture accelerated human genome evolution to capture energy from starchy foodson September 4, 2024 at 6:23 pm
Over the past 12,000 years, humans in Europe have dramatically increased their ability to digest carbohydrates, expanding the number of genes they have for enzymes that break down starch from an average of eight to more than 11, according to a new study by researchers from the U.S., Italy and United Kingdom. Credit: Peter Sudmant,
- As dogs age, their owner-assessed quality of life predictably declines, with higher mortality seen at quality of life below 76% of the maximum score – though many dogs have high quality of life even when at predicted lifespanon September 4, 2024 at 6:19 pm
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- Samples from bottled water, tap water and household-treated tap water in San Francisco Bay Area indicate that all sources may have potential health risks, largely from trihalomethaneson September 4, 2024 at 6:17 pm
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- Young male northern elephant seals are captured on camera returning to a deep sea cabled observatory off Canada’s British Columbia coast, demonstrating new insight into fish foraging behavioron September 4, 2024 at 6:13 pm
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- Both cats and dogs often enjoy playing fetch with their ownerson September 4, 2024 at 6:11 pm
Although more common in dogs, 4 in 10 pet cats also choose to play fetch with their owners, Mikel Delgado from Purdue University, US, and colleagues report in the open-access journal PLOS ONE, publishing September 4, 2024. Credit: Leeza Kolesnikov, CC-BY 4.0 (https://creativecommons.org/licenses/by/4.0/) Although more common in dogs, 4 in 10 pet cats also choose
- Collaborative research to benefit coastal flounder populations and fisherson September 4, 2024 at 6:09 pm
Four faculty members from three departments in the College of Natural Resources and Environment have received $1.7 million from the National Science Foundation to fund research into the dynamics of socio-environmental factors impacting coastal fisheries. Credit: Photo by Lee Friesland for Virginia Tech. Four faculty members from three departments in the College of Natural Resources
- New book ‘Macroevolutionaries’ explores intersection of evolution, art and popular cultureon September 4, 2024 at 5:13 pm
LAWRENCE — A new book of natural history essays co-written by a University of Kansas paleontologist has been published by Columbia University Press. Credit: Columbia University Press LAWRENCE — A new book of natural history essays co-written by a University of Kansas paleontologist has been published by Columbia University Press. Bruce Lieberman, Dean’s Professor of Evolutionary Biology
- SpinMagIC: ‘EPR on a chip’ ensures quality of olive oil and beeron September 4, 2024 at 5:10 pm
The first sign of spoilage in many food products is the formation of free radicals, which reduces the shelf-life and the overall quality of the food. Until now, the detection of these molecules has been very costly for the food companies. Researchers at HZB and the University of Stuttgart have developed a portable, small and
- City of Hope to offer second opinions for cancer patients in Southeast Asia via a collaboration agreement with the Healthway Cancer Care Hospitalon September 4, 2024 at 5:08 pm
LOS ANGELES — Oncology specialists at City of Hope®, one of the largest and most advanced cancer research and treatment organizations in the United States, can now provide leading-edge clinical guidance to patients living in Southeast Asia through a second opinion collaboration agreement with the Healthway Cancer Care Hospital, the first comprehensive cancer hospital in
- A new role for intelligent tutors powered by AI in brain surgery? on September 4, 2024 at 4:17 pm
Neurosurgery is perhaps one of the most demanding professions in healthcare. Surgeons spend long hours performing operations where expert performance means the difference between a good and bad patient outcome. While operative injuries are rare, when they occur, they can have serious, and lifelong consequences. Credit: The Neuro Neurosurgery is perhaps one of the most
- At-risk butterflies more likely to survive with human helpon September 4, 2024 at 4:11 pm
VANCOUVER, Wash. – Some of the butterflies most in danger of fluttering out of existence fare better when their habitats are actively managed by humans, a recent study found. Credit: Photo by Shelly Hanks, Washington State University VANCOUVER, Wash. – Some of the butterflies most in danger of fluttering out of existence fare better when
- PFAS influence the development and function of the brainon September 4, 2024 at 4:07 pm
Because of their special properties – heat resistance, water and grease repellence, and high durability – PFAS are used in many everyday products (e.g. cosmetics, outdoor clothing, and coated cookware). But it is precisely these properties that make them so problematic. “Because some PFAS are chemically stable, they accumulate in the environment and enter our