 Spectrum --
June 2008
 Introduction:
Promising new therapies and drug discovery approaches are
within reach, but the pharmaceutical and biotechnology industries face
unprecedented scientific, business, and regulatory challenges. Can the two
industries develop and exploit a mutually beneficial synergy to ensure the
long-term prosperity of both? A range of strategic choices offers positive
answers.
Get the Answers You Need to Shape Your Strategy:
 Promising new therapies and drug discovery approaches are on
the horizon, but drug developers face unprecedented challenges in a changing
drug discovery landscape. What challenges confront both the pharmaceutical
and biotechnology industries? What challenges are particular to each industry?
What strategic choices are companies making today to advance drug discovery and
ensure their long-term prosperity?
In 2007, corporate partnerships between biotech and
pharmaceutical companies for platform technologies surged. What factors
account for pharmaceutical companies’ renewed interest in platform
technologies? Which technologies have attracted the greatest interest, and why?
Which companies were involved in 2007’s highest-value partnerships? How will
these alliances advance drug discovery and innovation?
M&As among pharmaceutical, biotechnology, and related life
science companies have surged from 110 deals in 2002 to 315 deals in 2007. Which
pharmaceutical companies completed the highest-value biotech acquisitions in
2007? What will they gain? Do the same motives drive biotech companies’
M&As? What does it mean to call M&A "the new IPO"?
Private and public financing is the engine that drives
biotechnology companies—most cannot sustain themselves without it. How do
investors influence the direction of the biotech industry? What is the
most important factor in large investment decisions? What do the largest
venture capital deals of 2007 reveal about trends in drug discovery financing?
Industry critics charge that pharmaceutical companies are
lacking in innovation, but the industry has launched many innovative drugs in
recent years. Which recently launched new molecular entities (NMES) operate
on novel targets or through new mechanisms of action? How have these drugs
performed in the marketplace? What are the benefits and risks of developing
first-in-class novel NMEs?
Scope:
Corporate partnerships: within and across pharma and
biotech industries; high-value partnerships, 2007 and 2008; lead identification,
development, optimization; target identification, validation; therapeutic and
discovery platforms; biomarkers.
Mergers & acquisitions: M&A surge in 2007;
high-value pharmaceutical M&As; pipeline-driven, high-value biotechnology
M&As; M&A as the "new IPO."
Biotechnology financing: venture capital; large VC
investments; Series A and seed financings; IPOs.
Drug discovery innovation: pharmaceutical
industry under fire; NMEs approved, 2000-2007; novel approaches to
cardiovascular disease, diabetes, other diseases; sales of new drugs.
Outlook: investor influence in biotechnology; M&As:
aligning interests; evolving business models.
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