Robert F. Siegmund, PhD MBA

🎗️ Oncology BD&L : What's the Current Outlook? Recently, L.E.K. Consulting shared insightful takeaways from their latest article on Oncology BD&L. Oncology now accounts for 50% of global deal volume! With emerging biopharma spearheading about 60% of all oncology trials, it's clear that this space is packed with innovation and opportunity. 🔑 Key Takeaways: - Big pharma has shifted toward later-stage deals to secure de-risked revenues, a response to patent cliffs and the US IRA. - ADCs and multispecific antibodies now represent 35% of early-stage BD&L transactions — up from 11% in 2019. - China has emerged as a significant player in oncology, contributing 30% of global licensing deals in 2023. This landscape is evolving rapidly, with competition intensifying and innovation sources expanding globally. For both small and large biopharma players, success will demand well-structured dealmaking strategies and agility in execution. #Consulting #Oncology #Biopharma #BusinessDevelopment #Licensing ——— I am Alexis - French pharmacist turned entrepreneur. My company BTHT is connecting senior industry experts, ex-payors, and KOLs with consultants and investors in Life Sciences and Healthcare for expert calls and senior advisory. For more content like this 👇 Join 16K followers by clicking my name follow 🔔 Join 1.4K subscribers to my weekly newsletter 💌

19

My colleague Stuart Wagner, MBA at EOS Intelligence has recently published some excellent insights on the Market Access & Regulatory Challenges facing the exciting Cell & Gene Therapy space. If you're interested in staying up to date on the latest developments in this field, I highly recommend giving his work a read. Be sure to share your thoughts and join the conversation!

5

Ac-225 is making waves in targeted alpha therapy for cancer treatment. This rare radioactive isotope shows promise in delivering potent alpha particles directly to cancer cells, offering a new approach for treating resistant cancers. Despite production and safety challenges, ongoing research hints at a bright future for Ac-225 in oncology. Bayer's Ac-225 PSMA-Trillium aims to reduce doses to non-target organs, potentially transforming the treatment journey for men with mCRPC by addressing salivary gland issues commonly associated with PSMA treatments. Positive outcomes could revolutionize disease management.

3

Who will emerge as challengers to WEGOVY and ZEPBOUND? 💊 Will there be any new contenders in the #pharmaceutical industry to take on the dominance of Lilly and Novo in the obesity space? EOS Intelligence sees this unlikely in the near term 💊 The majority of drugs are still in early stages and for new #competitors to succeed, they need to at least match double-digit #weightloss numbers, and potentially show an advantage in #efficacy, #safety or convenience to stay relevant 💊 In addition, would-be rivals must conduct additional #clinicaltrials to prove their drugs offer #cardioprotective effects like their established counterparts It's clear that the obesity is a tough space to break into, but we'll continue to keep an eye out for any new developments this month #pharmaceuticals #competitors #Wegovy #Zepbound #clinicaltrials #obesity #treatment #innovation #perspectives Eli Lilly and Company Novo Nordisk

10