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
- CSUFT-led team creates novel flame-retardant, smoke-suppressing, and superhydrophobic transparent bamboo for future glassesby Bioengineer on May 12, 2024 at 10:09 am
Professors Yiqiang Wu and Caichao Wan, along with their team from Central South University of Forestry and Technology (CSUFT), have pioneered a groundbreaking transparent material derived from natural bamboo. This innovative material features a three-layered flame-retardant barrier, effectively reducing heat release, slowing flame spread, and restraining the emission of combustible volatiles, toxic smoke, and CO.
- An auxiliary CHD diagnostic system based on multi-view and multi-modal transthoracic echocardiogramsby Bioengineer on May 12, 2024 at 9:08 am
Congenital heart disease (CHD) is one of the most common congenital anomalies worldwide, which brings a heavy health and financial burden to patients. Early CHD screening and treatment can significantly improve children’s prognosis and quality of life. However, inexperienced sonographers often face difficulties in recognizing CHD through transthoracic echocardiogram (TTE) images. An auxiliary CHD screening
- Study traces an infectious language epidemicby Bioengineer on May 11, 2024 at 4:11 am
“Sticks and stones may break my bones,” the old adage goes. “But words will never hurt me.” Credit: Photo by Peter Means for Virginia Tech. “Sticks and stones may break my bones,” the old adage goes. “But words will never hurt me.” Tell that to Eugenia Rho, assistant professor in the Department of Computer Science,
- Study: Older adults with aggressive blood cancer are responsive to treatment and show prolonged survivalby Bioengineer on May 10, 2024 at 11:09 pm
MIAMI, FLORIDA (MAY 10, 2024) – Standard of care treatment for acute myeloid leukemia (AML) is safe and effective for adults over 80, according to a study published in Blood Neoplasia. For roughly a quarter of patients, this treatment can durably prolong survival. Credit: Photo by Sylvester MIAMI, FLORIDA (MAY 10, 2024) – Standard of
- Optical power evolution in fiber-optic networks: New framework for better modeling and controlby Bioengineer on May 10, 2024 at 8:11 pm
With the emergence of internet services such as AI-generated content and virtual reality, the demand for global capacity has surged, significantly intensifying pressures on fiber-optic communication systems. To address this surge and reduce operational costs, efforts are underway to develop autonomous driving optical networks (ADONs) with highly-efficient network operations. One of the most important tasks
- Therapeutic opportunities for hypermutated urothelial carcinomas beyond immunotherapyby Bioengineer on May 10, 2024 at 7:06 pm
“These results argue that combinations based on immunotherapy may also provide an opportunity for targeting urothelial cancers with low TMB, and provide efficacy superior to classic chemotherapy.” Credit: 2024 Voutsadakis. “These results argue that combinations based on immunotherapy may also provide an opportunity for targeting urothelial cancers with low TMB, and provide efficacy superior to
- Visual experiences unique to early infancy provide building blocks of human vision, IU study findsby Bioengineer on May 10, 2024 at 6:09 pm
What do infants see? What do they look at? The answers to these questions are very different for the youngest babies than they are for older infants, children and adults. Characterized by a few high-contrast edges in simple patterns, these early scenes also contain the very materials needed to build a strong foundation for human vision. Credit:
- INRS Publications: A significant work for understanding coded optical imagingby Bioengineer on May 10, 2024 at 5:13 pm
Credit: Gaëtan Jargot, PhD, Research Associate, Institut national de la recherche scientifique (INRS)
- MSK Research Highlights, May 10, 2024by Bioengineer on May 10, 2024 at 5:11 pm
New research from Memorial Sloan Kettering Cancer Center (MSK) measures unscheduled healthcare interactions in multiple myeloma patients receiving T cell redirection therapies; investigates oral bacteria’s link to gut microbiota depletion with implications for cancer patients; and shows how a universal opt-out approach could help more cancer patients quit smoking. Credit: Memorial Sloan Kettering Cancer Center
- Dream Car examines the momentous economic, political and social changes in 1970’s North Americaby Bioengineer on May 10, 2024 at 5:09 pm
Toronto – A new book by a business historian at the University of Toronto tells the story of entrepreneur Malcolm Bricklin’s fantastical 1970s-era Safety Vehicle-1 (SV1), audaciously launched during a tumultuous breakpoint in postwar history. The tale of the sexy-yet-safe SV1 reveals the influence of automobiles on ideas about the future, technology, entrepreneurship, risk, safety,
- A retrospective look at Human Computer Interaction – free public lecture by Professor Manolya Kavakliby Bioengineer on May 10, 2024 at 5:08 pm
The latest inaugural lecture at Aston University will look at the complex relationship between humans, computers and technology. Professor Manolya Kavakli will discuss progress so far and offer insights into how to ease into digital transformation for the challenges that lie ahead. The professor is an expert in gamification, the process of using elements of gaming
- UCF student’s comparative analysis of primitive asteroids provides context for further research, future NASA missionsby Bioengineer on May 10, 2024 at 4:24 pm
By Eddy Duryea ’13 Credit: Antoine Hart, University of Central Florida By Eddy Duryea ’13 ORLANDO, May 9, 2024 – The primitive asteroids that UCF physics doctoral student Brittany Harvison studies carry with them traces of their origins and billions of years of our solar system’s history. Harvison recently pored through a library of
- Designer peptoids mimic nature’s helicesby Bioengineer on May 10, 2024 at 4:18 pm
RICHLAND, Wash.—Nature is filled with extraordinarily precise molecular shapes that fit together like a hand in glove. Proteins, for example, can assemble into a wide variety of well-defined shapes that grant them their function. Credit: (Illustration by Nathan Johnson | Pacific Northwest National Laboratory) RICHLAND, Wash.—Nature is filled with extraordinarily precise molecular shapes that fit
- Scientists convert chicken fat into energy storage devicesby Bioengineer on May 10, 2024 at 4:12 pm
The global move toward more sustainable, green energy has increased power reserves and the demand for energy storage devices. Unfortunately, some materials for these devices can be expensive and environmentally problematic. Producing alternative energy storage devices from things that are usually thrown away could help resolve these challenges. Now, researchers in ACS Applied Materials &
- FDA delays decision on Moderna's RSV shot until the end of Mayby mbayer on May 10, 2024 at 2:12 pm
FDA delays decision on Moderna's RSV shot until the end of May mbayer Fri, 05/10/2024 - 10:12
- How Editas 'dragged' Linda Burkly over as CSO after 37 years at Biogenby aarmstrong on May 10, 2024 at 2:11 pm
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- MacroGenics' stock crashes after 5 deaths in ADC trialby ntaylor on May 10, 2024 at 10:02 am
MacroGenics' stock crashes after 5 deaths in ADC trial ntaylor Fri, 05/10/2024 - 06:02
- After FTC stalled Sanofi deal, Shionogi secures Maze's Pompe disease drug for $150Mby jwaldron on May 10, 2024 at 9:03 am
After FTC stalled Sanofi deal, Shionogi secures Maze's Pompe disease drug for $150M jwaldron Fri, 05/10/2024 - 05:03
- Chutes & Ladders—Sanofi CSO steps downby mbayer on May 9, 2024 at 7:42 pm
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- Rallybio reins in preclinical R&D, while Monopar pivots to radiopharma to eke out cashby ntaylor on May 9, 2024 at 2:14 pm
Rallybio reins in preclinical R&D, while Monopar pivots to radiopharma to eke out cash ntaylor Thu, 05/09/2024 - 10:14
- Lilly's next-gen obesity drug brings Innovent a phase 3 win in diabetesby jwaldron on May 9, 2024 at 10:24 am
Lilly's next-gen obesity drug brings Innovent a phase 3 win in diabetes jwaldron Thu, 05/09/2024 - 06:24
- Takeda culls cancer, gut and inflammation drugs in R&D rethinkby ntaylor on May 9, 2024 at 9:15 am
Takeda culls cancer, gut and inflammation drugs in R&D rethink ntaylor Thu, 05/09/2024 - 05:15
- Regeneron's cell medicines chief is crafting a new cell therapy 'secret sauce'by aarmstrong on May 9, 2024 at 1:50 am
Regeneron's cell medicines chief is crafting a new cell therapy 'secret sauce' aarmstrong Wed, 05/08/2024 - 21:50
- 'We have not seen anything similar': Novo Nordisk pens $600M obesity pact with Flagship's Metaphoreby gmasson on May 8, 2024 at 8:32 pm
'We have not seen anything similar': Novo Nordisk pens $600M obesity pact with Flagship's Metaphore gmasson Wed, 05/08/2024 - 16:32
- Preventing '3 billion visits' to FDA a year with CBER's Peter Marksby aarmstrong on May 8, 2024 at 3:11 pm
Preventing '3 billion visits' to FDA a year with CBER's Peter Marks aarmstrong Wed, 05/08/2024 - 11:11
- Sanofi CSO Frank Nestle is leavingby mbayer on May 8, 2024 at 1:48 pm
Sanofi CSO Frank Nestle is leaving mbayer Wed, 05/08/2024 - 09:48
- Marinus lays off 20% of staff to steady ship after IV seizure med's phase 3 strugglesby jwaldron on May 8, 2024 at 1:45 pm
Marinus lays off 20% of staff to steady ship after IV seizure med's phase 3 struggles jwaldron Wed, 05/08/2024 - 09:45
- Compass tracks PTSD improvements as psilocybin therapy sails to midphase data dropby ntaylor on May 8, 2024 at 12:08 pm
Compass tracks PTSD improvements as psilocybin therapy sails to midphase data drop ntaylor Wed, 05/08/2024 - 08:08
- Pharming Group uproots angioedema gene therapy collab with Orchardby jwaldron on May 8, 2024 at 10:16 am
Pharming Group uproots angioedema gene therapy collab with Orchard jwaldron Wed, 05/08/2024 - 06:16
- High costs, investor exit prompt closure of cell therapy biotech Walking Fishby mbayer on May 7, 2024 at 9:00 pm
High costs, investor exit prompt closure of cell therapy biotech Walking Fish mbayer Tue, 05/07/2024 - 17:00
- UPDATE: Young boy's fatal cardiac arrest prompts dosing pause in Pfizer's phase 3 gene therapy trialby gmasson on May 7, 2024 at 8:30 pm
UPDATE: Young boy's fatal cardiac arrest prompts dosing pause in Pfizer's phase 3 gene therapy trial gmasson Tue, 05/07/2024 - 16:30
- The 'little protein factory' that could: Regeneron gene therapy restores hearing in 2 childrenby aarmstrong on May 7, 2024 at 7:06 pm
The 'little protein factory' that could: Regeneron gene therapy restores hearing in 2 children aarmstrong Tue, 05/07/2024 - 15:06
- FDA advisers to weigh first psychedelic therapy in early Juneby mbayer on May 7, 2024 at 2:35 pm
FDA advisers to weigh first psychedelic therapy in early June mbayer Tue, 05/07/2024 - 10:35
- Lilly gets a date with FDA to discuss Alzheimer's med donanemabby aarmstrong on May 7, 2024 at 2:03 pm
Lilly gets a date with FDA to discuss Alzheimer's med donanemab aarmstrong Tue, 05/07/2024 - 10:03
- Calliditas' survival data salvage midphase cancer trial after primary endpoint missby ntaylor on May 7, 2024 at 10:41 am
Calliditas' survival data salvage midphase cancer trial after primary endpoint miss ntaylor Tue, 05/07/2024 - 06:41
- Zenas adds $200M series C to reach a bucket of key readouts for lead monoclonal antibodyby mbayer on May 6, 2024 at 10:05 pm
Zenas adds $200M series C to reach a bucket of key readouts for lead monoclonal antibody mbayer Mon, 05/06/2024 - 18:05
- Vertex files FDA approval ask for next-gen cystic fibrosis candidate, resumes diabetes cell therapy trialby gmasson on May 6, 2024 at 9:44 pm
Vertex files FDA approval ask for next-gen cystic fibrosis candidate, resumes diabetes cell therapy trial gmasson Mon, 05/06/2024 - 17:44
- Drug Patent Expirations for the Week of April 28, 2024by DrugPatentWatch – Make Better Decisions on May 1, 2024 at 4:12 am
MYRBETRIQ GRANULES (mirabegron) Apgdi Patent: 7,982,049 Expiration: May 4, 2024 See More … For more information on how DrugPatentWatch can help with your pharmaceutical business intelligence needs, contact admin@DrugPatentWatch.com or… Source The post Drug Patent Expirations for the Week of April 28, 2024 appeared first on Biotechblog.
- Which pharmaceutical drugs have the most drug patents in Japan?by DrugPatentWatch – Make Better Decisions on May 1, 2024 at 4:12 am
This chart shows the drugs with the most patents in Japan. Patents must be filed in each country (or, in some cases regional patent office) where patent protection is desired.… Source The post Which pharmaceutical drugs have the most drug patents in Japan? appeared first on Biotechblog.
- New patent expiration for Abbvie drug DURYSTAby DrugPatentWatch – Make Better Decisions on April 30, 2024 at 4:09 am
Annual Drug Patent Expirations for DURYSTA Durysta is a drug marketed by Abbvie and is included in one NDA. It is available from one supplier. There are nine patents protecting… Source The post New patent expiration for Abbvie drug DURYSTA appeared first on Biotechblog.
- New patent for Janssen Biotech drug ERLEADAby DrugPatentWatch – Make Better Decisions on April 30, 2024 at 4:09 am
Annual Drug Patent Expirations for ERLEADA Erleada is a drug marketed by Janssen Biotech and is included in one NDA. It is available from one supplier. There are ten patents… Source The post New patent for Janssen Biotech drug ERLEADA appeared first on Biotechblog.
- New patent for Amgen Inc drug OTEZLAby DrugPatentWatch – Make Better Decisions on April 30, 2024 at 4:09 am
Annual Drug Patent Expirations for OTEZLA Otezla is a drug marketed by Amgen Inc and is included in one NDA. It is available from one supplier. There are three patents… Source The post New patent for Amgen Inc drug OTEZLA appeared first on Biotechblog.
- New patent for Aaa Usa drug LUTATHERAby DrugPatentWatch – Make Better Decisions on April 30, 2024 at 4:09 am
Annual Drug Patent Expirations for LUTATHERA Lutathera is a drug marketed by Aaa Usa Inc and is included in one NDA. It is available from one supplier. There are two… Source The post New patent for Aaa Usa drug LUTATHERA appeared first on Biotechblog.
- New patent for Chemocentryx drug TAVNEOSby DrugPatentWatch – Make Better Decisions on April 30, 2024 at 4:09 am
Annual Drug Patent Expirations for TAVNEOS Tavneos is a drug marketed by Chemocentryx and is included in one NDA. It is available from one supplier. There are three patents protecting… Source The post New patent for Chemocentryx drug TAVNEOS appeared first on Biotechblog.
- Which pharmaceutical companies have the most SPCs in Romania?by DrugPatentWatch – Make Better Decisions on April 30, 2024 at 4:09 am
This chart shows the pharmaceutical companies with the most supplementary protection certificates (SPCs) in Romania. SPCs are used in European Union and select others to encourage pharmaceutical innovation by compensating… Source The post Which pharmaceutical companies have the most SPCs in Romania? appeared first on Biotechblog.
- Which pharmaceutical companies have the most gas dosed drugs?by DrugPatentWatch – Make Better Decisions on April 29, 2024 at 4:09 am
This chart shows the pharmaceutical companies with the most gas dosed drugs. For a different perspective, see the most popular dosage types. The companies with the most gas dosed drugs… Source The post Which pharmaceutical companies have the most gas dosed drugs? appeared first on Biotechblog.
- Which pharmaceutical companies have the most spray dosed drugs?by DrugPatentWatch – Make Better Decisions on April 28, 2024 at 4:09 am
This chart shows the pharmaceutical companies with the most spray dosed drugs. For a different perspective, see the most popular dosage types. The companies with the most spray dosed drugs… Source The post Which pharmaceutical companies have the most spray dosed drugs? appeared first on Biotechblog.
- Fierce Biotech Layoff Tracker 2024: Ginkgo plans 'reduction in force'; Pfizer puts 74 Swiss jobs on the lineby gmasson on January 4, 2024 at 7:03 pm
Fierce Biotech Layoff Tracker 2024: Ginkgo plans 'reduction in force'; Pfizer puts 74 Swiss jobs on the line gmasson Thu, 01/04/2024 - 14:03
- Fierce Biotech Fundraising Tracker '24: Bluejay soars with $189M; Aardvark cashes in ahead of potential IPOby gmasson on January 2, 2024 at 5:12 pm
Fierce Biotech Fundraising Tracker '24: Bluejay soars with $189M; Aardvark cashes in ahead of potential IPO gmasson Tue, 01/02/2024 - 12:12
- Announcing DIYbiosphere: an open source project to connect DIYbio related activities worldwideby Jason Bobe on March 17, 2018 at 10:53 am
With significant growth in activities globally, our /local page has strained to keep up and simply is not a great...
- DIYbio events for the week of September 3by scstowell on September 3, 2017 at 8:29 pm
Here are your events for the week Sunday, September 3 Oakland, CA, USA – Open Insulin Lab Day Work on...
- DIYbio events for the remainder of the week of August 27by scstowell on August 28, 2017 at 4:30 am
Here are your events for the remainder of the week Monday, August 28 Oakland, CA, USA – Plant Bio Group...
- DIYbio events for the week of August 20by scstowell on August 18, 2017 at 4:34 am
Here are your DIYbio events for the week Sunday, August 20 Cincinnati, OH, USA – Science Book Club – The...
- DIYbio events for remainder of the week of August 13by scstowell on August 14, 2017 at 1:22 am
Here are your DIYbio events for the remainder of the week Monday, August 14 Brooklyn, NY, USA – Biotextiles: Grow...
- DIYbio Events for the week of August 6by scstowell on August 1, 2017 at 4:49 pm
Here are your events for the week. Sunday, August 6 Brooklyn, NY, USA – Biotech Crash Course Introductory intense hands-on...
- DIYbio events for the week of July 30by scstowell on July 28, 2017 at 3:29 am
Here are your DIYbio events for the week of July 30 Sunday, July 30 Brooklyn, NY, USA – Summer Ferments ...
- DIYbio events for remainder of the week of January 8by scstowell on January 8, 2017 at 9:01 pm
Here are your DIYbio events for remainder of the week Monday, January 9 Brooklyn, NY, USA Open Night: PCR &...
- DIYbio events for the week of October 16by scstowell on October 13, 2016 at 3:43 pm
Here are your DIYbio events for the week On Sunday Durham has Edward Richards giving a talk “Current Issues In...
- DIYbio events for the week of October 9by scstowell on October 9, 2016 at 5:40 pm
Here are your DIYbio events for the week. On Sunday, Brooklyn begins its Biotechnology Crash Course, Cambridge has a series...