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
- New patent for Springworks drug OGSIVEOby DrugPatentWatch – Make Better Decisions on July 27, 2024 at 4:09 am
Annual Drug Patent Expirations for OGSIVEO Ogsiveo is a drug marketed by Springworks and is included in one NDA. It Source Source
- New tentative approval for Alembic drug dabigatran etexilate mesylateby DrugPatentWatch – Make Better Decisions on July 27, 2024 at 4:09 am
Dabigatran etexilate mesylate is the generic ingredient in two branded drugs marketed by Alkem Labs Ltd, Apotex, Hetero Labs Ltd Source Source
- Pharmaceutical companies with the most orphan drugsby DrugPatentWatch – Make Better Decisions on July 27, 2024 at 4:09 am
Orphan drug exclusivity is granted to drugs addressing rare ‘orphan diseases’ — those affecting fewer than 200,000 Americans. The protection Source Source
- Study identifies biomarker that could predict whether colon cancer patients benefit from chemotherapyon July 26, 2024 at 10:10 pm
MIAMI, FLORIDA (July 25, 2024) – Many people with stage II or III colon cancer receive additional, or adjuvant, chemotherapy following surgery. However, clinical trials have shown that this treatment doesn’t improve the chances of survival for every patient. A study published July 25 in Cell Reports Medicine identifies and validates a 10-gene biomarker that
- Advanced biosensor uncovers role of gibberellin in integrating light signaling and stem growth in plantson July 26, 2024 at 9:27 pm
Advancements in biosensor technology are now letting us observe previously undetectable plant hormones orchestrating growth and responding to environmental stimuli in real-time within living plants. Credit: Alexander Jones research group, Sainsbury Laboratory, University of Cambridge Advancements in biosensor technology are now letting us observe previously undetectable plant hormones orchestrating growth and responding to environmental stimuli
- Innovative method for 3D quantitative phase imagingon July 26, 2024 at 9:19 pm
Light waves, as they propagate through a medium, experience a temporal delay. This delay can unveil crucial information about the underlying structural and compositional characteristics. Quantitative phase imaging (QPI) is a cutting-edge optical technique that reveals variations in optical path length as light moves through biological samples, materials, and other transparent structures. Unlike traditional imaging
- Two shark species documented in Puget Sound for first time by Oregon State researcherson July 26, 2024 at 9:13 pm
CORVALLIS, Oregon – Oregon State University researchers have made the first scientific confirmation in Puget Sound of two distinct shark species, one of them critically endangered. Credit: Jessica Schulte CORVALLIS, Oregon – Oregon State University researchers have made the first scientific confirmation in Puget Sound of two distinct shark species, one of them critically endangered.
- Outsourcing conservation in Africaon July 26, 2024 at 9:12 pm
(Santa Barbara, Calif.) — There’s an experiment going on in conservation in Africa. With biodiversity imperiled, and nations facing financial and political crises, some governments are transferring the management of protected areas to private, non-governmental organizations (NGOs). Credit: Denny et al. (Santa Barbara, Calif.) — There’s an experiment going on in conservation in Africa. With
- New additive process can make better — and greener — high-value chemicalson July 26, 2024 at 9:11 pm
Researchers at the Center for Advanced Bioenergy and Bioproducts Innovation (CABBI) have achieved a significant breakthrough that could lead to better — and greener — agricultural chemicals and everyday products. Credit: Center for Advanced Bioenergy and Bioproducts Innovation (CABBI) Researchers at the Center for Advanced Bioenergy and Bioproducts Innovation (CABBI) have achieved a significant breakthrough
- Wencai Liu earns 2024 IUPAP Early Career Scientist Prize in Mathematical Physicson July 26, 2024 at 9:10 pm
Dr. Wencai Liu, an associate professor of mathematics at Texas A&M University, has been selected to receive the 2024 International Union of Pure and Applied Physics (IUPAP) Early Career Scientist Prize in Mathematical Physics in recognition of his exceptional achievements and future potential in mathematical physics. Credit: Courtesy of Dr. Wencai Liu Dr. Wencai Liu, an associate
- Microgrids: Resilient city for everyoneon July 26, 2024 at 5:17 pm
Local decentralized energy systems, known as microgrids, can make urban infrastructures more resilient and reduce risks for the population, for example, in large-scale power outages due to natural hazards or cyberattacks. In the current issue of the Nature Sustainability journal, researchers from Karlsruhe Institute of Technology (KIT) present design criteria for microgrids that allow for fair treatment
- Prognostic and therapeutic insights into MIF, DDT, and CD74 in melanomaon July 26, 2024 at 5:15 pm
“ we present the first study to retrospectively evaluate differential gene expression of MIF, DDT, and relevant pathway markers in regard to clinical outcomes in patients with melanoma.” Credit: 2024 Valdez et al. “ we present the first study to retrospectively evaluate differential gene expression of MIF, DDT, and relevant pathway markers in regard to
- Atomic ‘GPS’ elucidates movement during ultrafast material transitionson July 26, 2024 at 5:13 pm
UPTON, N.Y. — Scientists from the U.S. Department of Energy’s (DOE) Brookhaven National Laboratory have created the first-ever atomic movies showing how atoms rearrange locally within a quantum material as it transitions from an insulator to a metal. With the help of these movies, the researchers discovered a new material phase that settles a yearslong
- New study disputes Hunga Tonga volcano’s role in 2023-24 global warm-upon July 26, 2024 at 5:11 pm
New research from a collaborative team featuring Texas A&M University atmospheric scientist Dr. Andrew Dessler is exploring the climate impact of the 2022 Hunga Tonga volcano eruption and challenging existing assumptions about its effects in the process. Credit: Tonga Geological Services / ZUMA Press / Zuma / RÉA (Courtesy of Dr. Mark Schoeberl) New research from a collaborative team
- Combination of drugs produces promising results in combating cancer and will be clinically trialed in Europeon July 26, 2024 at 5:09 pm
A combination of two drugs was capable of suppressing tumors in a non-conventional manner. Instead of inhibiting tumor cell division, as the most widely used medications do, the strategy consisted of hyperactivating oncogenic signaling by these cells to the point where they became stressed. The other drug then attacked the stressed cells. The approach will
- Meet Insilico in Singapore: Alex Zhavoronkov PhD shares insights into various aspects of AI-powered drug discoveryon July 26, 2024 at 4:09 pm
From July 30-31, Alex Zhavoronkov, PhD, founder and co-CEO of clinical stage artificial intelligence (AI)-driven drug discovery company Insilico Medicine will be attending SCRI Clinical Trials Symposium 2024 at Raffles City Convention Centre, and Brainstorm AI 2024: The New Race for AI at The Ritz-Carlton, Millenia Singapore, sharing strategic insights with global leaders across the
- The Role of Patent Examiners in Drug Patentsby ChemIntel360 on July 26, 2024 at 4:06 pm
Patent examiners play a vital role in the patent approval process, particularly in the pharmaceutical industry. Their meticulous examination of patent applications ensures that only valid and innovative patents are granted, thereby safeguarding the pub... Source
- Balancing instability and robustness: new mathematical framework to understand dynamics of natural systemson July 26, 2024 at 3:21 pm
Scientists all over the world use modeling approaches to understand complex natural systems like climate systems or neuronal or biochemical networks. A team of researchers has now developed a new mathematical framework that explains, for the first time, a mechanism behind long transient behaviors in complex systems. They introduce ghost channels and ghost cycles as
- Is Chiral Switching Still Relevant in Today’s Pricing Control Scenario?by DrugPatentWatch on July 26, 2024 at 12:54 pm
Chiral switching, the practice of developing a single enantiomer from a previously approved racemic drug, has been a significant strategy Source Source
- New patent for Otsuka drug ABILIFY ASIMTUFIIby DrugPatentWatch – Make Better Decisions on July 26, 2024 at 4:07 am
Annual Drug Patent Expirations for ABILIFY+ASIMTUFII Abilify Asimtufii is a drug marketed by Otsuka and is included in one NDA. Source Source
- New patent for Ardelyx Inc drug XPHOZAHby DrugPatentWatch – Make Better Decisions on July 26, 2024 at 4:06 am
Annual Drug Patent Expirations for XPHOZAH Xphozah is a drug marketed by Ardelyx Inc and is included in one NDA. Source Source
- New patent for Ardelyx Inc drug IBSRELAby DrugPatentWatch – Make Better Decisions on July 26, 2024 at 4:06 am
Annual Drug Patent Expirations for IBSRELA Ibsrela is a drug marketed by Ardelyx Inc and is included in one NDA. Source Source
- New patent expiration for Eiger Biopharms drug ZOKINVYby DrugPatentWatch – Make Better Decisions on July 26, 2024 at 4:06 am
Annual Drug Patent Expirations for ZOKINVY Zokinvy is a drug marketed by Eiger Biopharms and is included in one NDA. Source Source
- New tentative approval for Alembic drug dabigatran etexilate mesylateby DrugPatentWatch – Make Better Decisions on July 26, 2024 at 4:06 am
Dabigatran etexilate mesylate is the generic ingredient in two branded drugs marketed by Alkem Labs Ltd, Apotex, Hetero Labs Ltd Source Source
- Most prolific drug patent challengersby DrugPatentWatch – Make Better Decisions on July 26, 2024 at 4:06 am
This chart shows the generic pharmaceutical companies that had the most successful drug patent challenges from 2019 to 2024. Companies Source Source
- How Biotechnology is Being Used in Regenerative Medicineby Yali Friedman on July 25, 2024 at 8:45 pm
Regenerative medicine is a rapidly evolving field that leverages biotechnology to repair, replace, or regenerate damaged or diseased cells, tissues, Source
- The Critical Role of Excipient Purity in Pharmaceutical Formulationsby ChemIntel360 on July 25, 2024 at 6:02 pm
In the complex world of drug development and manufacturing, excipients play a crucial but often overlooked role. These inactive ingredients are essential components of pharmaceutical formulations, serving various functions from improving drug stability... Source
- How to Develop a Competitive Edge in Generic Drug Developmentby DrugPatentWatch on July 25, 2024 at 5:36 pm
Developing a competitive edge in generic drug development is crucial for companies to gain a significant market share and dominate Source Source
- How to Find Key Starting Materials (KSMs) for Pharmaceutical APIsby DrugPatentWatch on July 25, 2024 at 4:49 pm
To identify Key Starting Materials (KSMs) for Active Pharmaceutical Ingredients (APIs), pharmaceutical companies and regulatory bodies follow a systematic approach Source Source
- Top Biotechnology Innovations in 2024by Yali Friedman on July 25, 2024 at 2:52 pm
Top Biotechnology Innovations in 2024: A Year of Breakthroughs and Partnerships The biotechnology industry is poised for significant advancements in Source
- How to Navigate the Generic Drug Market Post-COVIDby DrugPatentWatch on July 25, 2024 at 1:03 pm
The generic drug market has been significantly impacted by the COVID-19 pandemic, with both challenges and opportunities arising from the Source Source
- New patent for Bioxcel drug IGALMIby DrugPatentWatch – Make Better Decisions on July 25, 2024 at 4:07 am
Annual Drug Patent Expirations for IGALMI Igalmi is a drug marketed by Bioxcel and is included in one NDA. It Source Source
- New tentative approval for Alembic drug dabigatran etexilate mesylateby DrugPatentWatch – Make Better Decisions on July 25, 2024 at 4:07 am
Dabigatran etexilate mesylate is the generic ingredient in two branded drugs marketed by Alkem Labs Ltd, Apotex, Hetero Labs Ltd Source Source
- Which pharmaceutical companies have the most ointment dosed drugs?by DrugPatentWatch – Make Better Decisions on July 25, 2024 at 4:07 am
This chart shows the pharmaceutical companies with the most ointment dosed drugs. For a different perspective, see the most popular Source Source