No megadeals in biotech so far this yr, but on track for record amount >$1 bil deals, 2 biggest deals this yr: $福泰制药(VRTX.US)$paid $4.9 bil for$Alpine Immune(ALPN.US)$ $吉利德科学(GILD.US)$paid $4.3 bil for $CBAY Bolt-on deals likely to continue to be the dominant story in 2024, which means we could also see more of this trend... Last yr 84% of M&A deal dollars were for Biotechs w/ Phase 3 & Marketed assets, In the first four months of 2024 56% of M&A deal dollar went towards P...
The FDA PDUFA Calendar is a chronological calendar of PDUFA target dates as well as Advisory meetings (ADCOMM). PDUFA target dates are dates by which the FDA aims to deliver their decision regarding an NDA or BLA filing. These decisions can however come before the PDUFA target date. $辉瑞(PFE.US)$$德纳维制药(DVAX.US)$$沙尘暴黄金(SAND.US)$$施贵宝(BMY.US)$$SPDR标普生物科技ETF(XBI.US)$
$SPDR标普生物科技ETF(XBI.US)$$生物科技指数ETF-iShares(IBB.US)$ M&A in Q1 alone totaled 12 deals for $19.2 bil which is close to the 10 deals for $21.9 bil in all the 1H of 2023... But one big caveat of this chart, it doesn't include$辉瑞(PFE.US)$'s $43 bil deal for $SGEN announced in Mar 2023 but didn't close until Dec bc of an FTC challenge, The biggest biotech M&A deal so far this yr was$吉利德科学(GILD.US)$'s $4.3 b...
$SPDR标普生物科技ETF(XBI.US)$$生物科技指数ETF-iShares(IBB.US)$ Observations from $VINC (-60% AH): 1- When companies tout "strong safety profile", often means efficacy is a big fat zero 2- Phrases like "dose dependent clinical activity" set the bar low 3- "Promising" doesn't necessarily refer to SP Stay skeptical, my friends.
$SPDR标普生物科技ETF(XBI.US)$$生物科技指数ETF-iShares(IBB.US)$ Mike on biotech's correlation with interest rates: "Biotech is essentially a call option on$20+年以上美国国债ETF-iShares(TLT.US)$ Biotech bulls need inflation and rates to move lower for resumption of a real bull market. XBI is likely to remain range-bound - or worse - until inflation convincingly moves lower. Hopefully we can grind out reasonable returns in the meantime by buying the right stocks, but we will b...
20 public and private funding events 👇 – Private Funding – Clasp Therapeutics 🏦 Launched w/ $150M Series A financing from several investors to develop their T-cell engagers (TCE) pipeline. Capstan Therapeutics 🏦 Closed $175M Series B financing led by RA Capital Management to support the advancement of CPTX2309, their in vivo CAR-T product candidate. Engrail Therapeutics 🏦 Closed $157M Series B financing round to advance the development of their therapies. Pan...
Interesting list of name for the incoming CPI..
$诺瓦瓦克斯医药(NVAX.US)$ $SPDR标普生物科技ETF(XBI.US)$ $标普500指数(.SPX.US)$
2 biggest deals this yr:
$福泰制药(VRTX.US)$ paid $4.9 bil for $Alpine Immune(ALPN.US)$
$吉利德科学(GILD.US)$ paid $4.3 bil for $CBAY
Bolt-on deals likely to continue to be the dominant story in 2024, which means we could also see more of this trend...
Last yr 84% of M&A deal dollars were for Biotechs w/ Phase 3 & Marketed assets,
In the first four months of 2024 56% of M&A deal dollar went towards P...
$辉瑞(PFE.US)$ $德纳维制药(DVAX.US)$ $沙尘暴黄金(SAND.US)$ $施贵宝(BMY.US)$ $SPDR标普生物科技ETF(XBI.US)$
Assumptions: Overall market is stable and not turning into bear market; US economy no recession; Better to start rate cut in 2024.
$纳斯达克综合指数(.IXIC.US)$ $标普500指数(.SPX.US)$
M&A in Q1 alone totaled 12 deals for $19.2 bil which is close to the 10 deals for $21.9 bil in all the 1H of 2023...
But one big caveat of this chart, it doesn't include $辉瑞(PFE.US)$ 's $43 bil deal for $SGEN announced in Mar 2023 but didn't close until Dec bc of an FTC challenge,
The biggest biotech M&A deal so far this yr was $吉利德科学(GILD.US)$ 's $4.3 b...
Observations from $VINC (-60% AH):
1- When companies tout "strong safety profile", often means efficacy is a big fat zero
2- Phrases like "dose dependent clinical activity" set the bar low
3- "Promising" doesn't necessarily refer to SP
Stay skeptical, my friends.
Mike on biotech's correlation with interest rates:
"Biotech is essentially a call option on $20+年以上美国国债ETF-iShares(TLT.US)$
Biotech bulls need inflation and rates to move lower for resumption of a real bull market.
XBI is likely to remain range-bound - or worse - until inflation convincingly moves lower.
Hopefully we can grind out reasonable returns in the meantime by buying the right stocks, but we will b...
$默沙东(MRK.US)$ x $Immunovant(IMVT.US)$
$礼来(LLY.US)$ x $Cytokinetics(CYTK.US)$ (and soon)
$再生元制药公司(REGN.US)$ x $Apellis Pharmaceuticals(APLS.US)$ (panache & brash)
$吉利德科学(GILD.US)$ x % $Madrigal Pharmaceuticals(MDGL.US)$ (liver king)
$施贵宝(BMY.US)$ x $Iovance Biotherapeutics(IOVA.US)$ (cell Tx boost needed)
$礼来(LLY.US)$ x $Merus(MRUS.US)$ (partner n...
– Private Funding –
Clasp Therapeutics
🏦 Launched w/ $150M Series A financing from several investors to develop their T-cell engagers (TCE) pipeline.
Capstan Therapeutics
🏦 Closed $175M Series B financing led by RA Capital Management to support the advancement of CPTX2309, their in vivo CAR-T product candidate.
Engrail Therapeutics
🏦 Closed $157M Series B financing round to advance the development of their therapies.
Pan...
暂无评论