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.

Anti-Microbial Resistance and the search for New Antibiotics

The ‘antibiotic crisis’ is rarely out of the news these days, with headlines issuing dire warnings that the rise in resistance to anti-microbial drugs could result in a return to the medical dark ages. In order to tackle this problem, various initiatives have been proposed on both sides of the Atlantic, both to incentivise research into novel antibiotics and to change current prescribing behaviour in an attempt to limit the spread of resistance to existing antibiotic drugs.

An Accommodating Environment. Ophthalmology Device Transaction Activity 2010 to 2015

The ophthalmology device segment has experienced robust transaction activity with over 500 transactions taking place between January 2010 and the end of the first quarter in 2015.

In this white paper we look at the range of transaction activity by type, geography and stage, take a look at the sector market performance so far and discuss what we can expect in the future.

Are you Planning to Divest R&D or Manufacturing Facilities?

Leading CMOs are developing acquisition strategies based on reinforcing their customer base, expanding their geographic reach and broadening their capabilities. Similarly, customers are increasingly demanding simpler sourcing models that can deliver speed and reliability.

Divestment is often the most favoured strategy for surplus manufacturing or R&D assets. Our experience has taught us that delays in the divestment process can significantly erode value and  diminish attractiveness to buyers. Speed and control of the selling process is in a seller’s best interest as site operating costs usually make up a significant part of business operations. Every month of delay could add unnecessary thousands, if not millions to operating costs prior to a sale.

Immuno-Oncology, Revolution or Evolution?

Immuno-oncology is the latest and perhaps the most exciting development in cancer and immunotherapy. Here we look at why we can expect this to be a hot area for deal making in the immediate future.

Big Pharma Deal Making – The Beginning of a New Dawn?

A look at deal trends to gain insight in how behaviours have changed over the last decade.

Pharma is attracted to antibody deals in Oncology

Pharma is attracted to early-stage antibody deals in Oncology. Today, the top ten best-selling antibody therapeutics for cancer have accumulated revenues approaching $200 Billion.

The Upsurgence of Nanotechnology

Nanotechnology to play an increasing role in Nanomedicine.

Industry Insight: Why Size and Timing matter

The CRO sector is a less defined sector of the market where data are much less available, and value more variable.