Drug Development Sector Scorecard - Q4 2021 Update - Thematic Research

Acquisitions and Strategic Alliances Continue to Drive the Immuno-oncology and Genomics Markets: In Q4 2021, the deal landscapes for both immuno-oncology and genomics markets were highly active with several high-value mergers and acquisitions (M&As) and strategic partnerships. In immuno-oncology, this includes the acquisitions of Trillium Therapeutics by Pfizer for $2.3 billion, of both Kadmon Holdings and Amunix Pharmaceuticals by Sanofi for $1.9 billion and $1.2 billion respectively, and of GammaDelta Therapeutics by Takeda. In genomics, Novo Nordisk has acquired Dicerna Pharma and its large portfolio of antisense RNA interference (RNAi) oligonucleotides for $3.3 billion. Strategic partnerships include a $1 billion deal between GlaxoSmithKline (GSK) and Arrowhead Pharmaceuticals for the latter’s RNAi therapeutic ARO-HSD, a $1.75 billion agreement between AbbVie and REGENXBIO to develop and commercialize a gene therapy candidate, a $3.6 billion collaboration between AstraZeneca and Ionis Pharmaceuticals for eplontersen, an antisense oligonucleotide, and a $2.9 billion license agreement between Novartis and BeiGene for ociperlimab, an immune checkpoint inhibitor.

Pharma Continued to Forge Strategic Partnerships with Artificial Intelligence Vendors Throughout Q4 2021: Many companies included in the Drug Development scorecard have announced partnerships in the artificial intelligence (AI) space since September 2021. This includes collaborations between Gilead and Amazon Web Services (AWS), Roche and Recursion Pharma, Sanofi and Deloitte, Bayer and Recursion, GSK and the University of Oxford, and AstraZeneca with Tempus and with Oncoshot. In addition, both AstraZeneca and Boehringer Ingelheim have opened new facilities that will utilize AI-based technology to enhance R&D and manufacturing processes.

Scope

• The publisher’s Drug Development Scorecard provides a top-down, comprehensive outlook for the key players in the drug development sector over the next two to four years, based on 10 of the major themes set to transform the landscape.
• These 10 themes are Immuno-oncology, Regenerative Medicine, Precision & Personalized Medicine, Rare Disease, Biosimilars, Genomics, Microbiome, Nanotechnology, Strategic Alliances, and Artificial Intelligence,
• The scorecard includes 54 companies from across the industry, including biopharmaceutical companies, biosimilar and generic manufacturers, contract development and manufacturing organizations (CDMOs), and contract research organizations (CROs).
• It is important to note that this scorecard is not an assessment of current performance of a company in a theme, but a view of future performance based on current levels of activity and investment.
• The methodology section contains information on what data sources were used to generate the thematic scores for each company.
• The scorecard is live on the PIC and will be updated quarterly.

Reasons to Buy

• Identify the key drug development themes for the next 2-4 years and learn how they will impact the market.
• Understand which key themes should be addressed to drive share price.
• Understand which companies are best positioned for success within critical themes and why.
• Learn which companies have underinvested in key themes and are most vulnerable to disruption.
• Help companies adapt their strategy to anticipate and benefit from these themes as they play out.
• Help identify future winners and losers in drug development to inform partnership strategies.