RE:RE:RE:"The reality is the boats are shaking" January 04, 2024 - Big Pharma Seeking Pipeline Diversity: Big Pharma companies are grappling with an internal research and development deficit, limiting their capacity for replenishment in the face of the patent cliff. To offset the revenue loss, these companies are actively seeking "best-in-portfolio" deals across both late- and early-stage assets. Areas such as rare diseases, oncology, and immunology are particularly appealing, with investments in drugs nearing regulatory approval offering a more expedited and certain path to market. McKinsey reports an increasing percentage of revenue derived from externally sourced pharmaceutical innovation, emphasizing the significance of such deals.
Looking ahead, it is anticipated that the number of M&A deals involving small and medium-sized companies will accelerate over the next few quarters.
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