Are Diagnostics Poised to Lead Healthcare Or Is This Another False Positive?

Even though medical diagnosis can be traced back to ancient Egypt in the 26th century BC (Edwin Smith Papyrus by Imhotep), in vitro diagnostics (IVD) as a field really started to take shape from late 20th century. Significant investments and research have been funnelled into early diagnosis of cancer with new products including next-generation sequencing, liquid biopsy and companion diagnostics, whilst payers are increasingly demanding biomarker stratification to justify the use of expensive drugs.

The Rise of Gene Therapies in Neurological Diseases

In the recent years, the level of interest in Gene Therapy from both industry and academia has been unparalleled. CNS disorders in particular have gained a lot of attention with a considerable emphasis on neurological targets; and this is especially visible when analysing several high-profile deals that occurred in 2018. The biggest stand-out deal was struck by Novartis, buying AveXis for $8.7 billion giving the Basel based biopharma company access to what could potentially be the first one-time only treatment for Spinal Muscular Atrophy (SMA).

Immuno-Oncology Drives Better Outcomes In NSCLC, But Is This Now An Overcrowded Space?

Barely a month passes without an announcement of improved survival rates for non-small cell lung cancer (NSCLC) patients. Much of this has been driven by favouring a personalised medicine approach over the historic “one size fits all” chemotherapy paradigm. Drugs which target specific mutations such as EGFR and ALK have been at the forefront and this has been further supplemented with the application of anti-PD-1/PD-L1 agents (as monotherapies or in combination) where Merck’s Keytruda® (Pembrolizumab) has been leading the charge.

China Healthcare 2.0 - Age of Consolidation, Innovation and Capital Deployment

Despite the impressive growth observed in China over the last two decades and with a projected healthcare market of RMB 8 trillion (USD 1.2 trillion), Chinese life science companies lag behind toptiered Western counterparts, both in terms of market capitalisation and innovation. What makes 2017 remarkable is that the age of pure window shopping by Chinese players seems to be something of the past and companies are actively pursuing international strategies. Ambitious and visionary pharmaceutical companies and healthcare investors are all establishing their footprints across the world.

EU medical device and diagnostic regulatory overhaul: Key changes and their impact

On May 26th 2017, a new set of European Medical Device Regulations (“MDR”) and In Vitro Diagnostic Regulations (“IVDR”) entered into force. They represent a major overhaul and tightening of the previous directives and affect all companies marketing or developing devices and/or diagnostics under their name or trademark in the EU (termed ‘manufacturers’ in the regulations). The changes introduce a standardised regulatory framework for the EU that aims to be robust, transparent, and to overcome differences in interpretation and weaknesses brought to light in recent safety scandals.

Antibiotic Resistance, A Global Issue

The growing threat of bacterial resistance is a high priority global issue with 193 countries signing a landmark UN General Assembly declaration calling for coordinated effort in this area. Without urgent action today's routine infections could become killers and the face of medicine changed forever. At PharmaVentures we have reviewed how we have reached this current position and the ongoing roles of pharmaceutical and diagnostics companies.

Bugs as Drugs, Microbiome Dealmaking Poised to Take Off

With the growing understanding of numerous biologoical processes that are influenced by the 100 trillion microorganisms that make up the microbiome of an individual, there is an increasing number of Biotech and Pharma companies seeking to capitalize on this research to develop therapeutic, microbiome-based agents to treat disea

Infection Control, Secular Growth Drivers Power Investment and M&A

Infection control is a crucial part of healthcare service delivery. Patients undergoing surgery need to be protected from infection during and after procedures. Surgical instruments are required to be cleaned and sterilised for re-use. The hospital environment needs to be kept at good levels of hygiene to prevent hospital acquired infections (‘HAIs’).

Trends in the CMO Landscape

In the 3rd quarter issue of termsheet last year, we predicted a significant increase in pharmaceutical M&A deal values for 2015. In our latest white paper 'Trends in the CMO Landscape' we demonstrate the impact this increase in deal values has had on the Pharmaceutical industry and specifically in relation to CMOs and their future. We highlight the challenges facing the leading players and what strategies they are employing to address these in an increasingly competitive and fragmented sector. 

Stars in Our Eyes - Ophthalmology Drugs Report

The ophthalmology drug segment continues to shine brightly with a number of deals announced in November such as Genentech’s partnering with Novartis to split ex-US rights to Ophthotech’s eye drug, which could be worth more than $1 billion. Allergan, another of the major players in the market, recently acquired rights to Mimetogen’s tavilermide for $50 million upfront and more payments down the line.