Insights

The field of antibody-drug conjugates has transitioned from a promising therapeutic concept to a validated, cornerstone modality in modern oncology.

Licensing partnerships have become a critical strategy for biopharma companies to fuel their  pipeline, especially as blockbuster drugs approach patent expiration. In 2024.  Big Pharma has significantly ramped up spending on licensing deals,  investing on average 33% in 2024 more than in 2023,  to access novel therapies and mitigate the looming “patent cliff”. With top selling drugs like  Keytruda  and  Eliquis  set to lose exclusivity by 2028, big pharmas are turning to biotechs for licensing deals with massive potential to fill anticipated revenue gaps.

In BioPharma the R&D pipeline often mirrors the dynamics of financial markets. It is fractal and in certain targets you will see what appears to be crowded positioning, meaning there are many individuals/institutions/companies going after the same target.

This series of articles provides a comprehensive analysis of the latest trends in biopharma dealmaking, with a focus on oncology, immunology, and immuno-oncology. Leveraging data from 2023 to 2024 and recent high-profile deals, the series offers strategic insights for C-suite executives. Each article explores key themes, backed by data-driven insights and illustrative examples, concluding with succinct, actionable takeaways.

In the high-stakes world of biopharma dealmaking, preclinical licensing is increasingly becoming a cornerstone strategy for companies aiming to enhance their pipelines, particularly in oncology and immunology. With patent expirations looming and the rise of innovative therapeutic modalities, biopharma firms are shifting their focus towards early-stage partnerships to secure promising assets. In 2024, licensing deals surged by 33 percent compared to 2023, highlighting the industry's evolving approach to risk management and innovation sourcing.