Hong Kong (HQ)ShanghaiZurichChicago
Insights

Deal Intelligence insights.

Trackers and analysis of major licensing and M&A transactions

10 piecesUpdated Oct 22, 2026
Deal IntelligenceOct 22, 2026

Biotech & Pharma Conferences 2027: The Dealmaker’s Calendar

The partnering meetings, scientific congresses and regional forums that shape the 2027 biotech deal year, with confirmed dates and cities for JPM, BIO-Europe, ChinaBio, AACR, ASCO, BIO and more, the 2027 clashes, and which meetings fit which goal.

8 min
Deal IntelligenceJun 28, 2026

Best Biotech Deal Advisors & Investment Banks 2026: An Objective Comparison

The leading biotech and pharma deal advisors and investment banks in 2026, compared by deal focus, geography, and engagement model — from bulge-bracket banks to specialist life-science banks to cross-border BD & licensing leaders.

8 min
Deal IntelligenceJun 27, 2026

AI Drug Discovery Deal Tracker 2026: Partnerships & M&A

A running tracker of the major AI drug discovery deals — Isomorphic–Lilly/Novartis/J&J, Lilly–NVIDIA, Recursion–Roche, Noetik–GSK — with upfronts, biobucks, and a dealmaker’s analysis of the structures.

6 min
Deal IntelligenceJun 27, 2026

China Out-Licensing Report 2026

The signature annual analysis of China→West pharma out-licensing: a record ~$136B across ~157 deals in 2025 (now ~a third of global deal value), the biggest transactions, the ADC and PD-1/VEGF bispecific breakdown, deal-structure trends, and the BIOSECURE context.

8 min
Deal IntelligenceJun 28, 2026

The China Discount: Arbitraging Undervalued Chinese ADC & Bispecific Assets

Clinical-stage Chinese assets have traded at upfronts ~60-70% below Western comparables — a discount rooted in domestic price compression, a capital drought and a geopolitical premium. Why the discount exists, how Western pharma arbitrages it (buy global rights cheap, commercialize in the richer West), and whether it is closing in 2026.

11 min
Deal IntelligenceFeb 28, 2026

Life Sciences M&A in 2026: Deals, Drivers and Synergy Targets

What is happening in life sciences M&A, what is driving it, the largest biopharma, tools, diagnostics and CDMO deals of 2026, and the synergies buyers are promising.

6 min
Deal IntelligenceFeb 16, 2026

Biotech Licensing Deal Tracker 2026: Top Deals, Trends & Strategic Analysis

A record $274B in 2025 and $221B through Q3 2026. Our verified 2026 licensing deal log with upfronts, totals and sources, plus China’s growing share.

6 min
Deal IntelligenceFeb 16, 2026

China Biotech Outbound Licensing Tracker 2026: $135.7B in Deal Value

China out-licensing hit $139.4B by early October 2026, already above 2025. Our verified log of the year’s largest China-to-global deals, with stage and terms.

5 min
Deal IntelligenceFeb 16, 2026

Pharma M&A Tracker 2026: Every Major Acquisition & What's Driving the Surge

$138.9B in biopharma M&A through Q3 2026, already above all of 2025. Our verified log of 2026’s $1B+ acquisitions, with prices, premiums and CVRs.

5 min
Deal IntelligenceFeb 16, 2026

Pharma Deals Database 2026: Major Licensing and M&A Deals, Verified

A searchable, downloadable database of 2026’s major pharma licensing deals and acquisitions, each verified against its source, with terms, areas and monthly totals.

5 min
Subscribe

The Vision Lifesciences brief.

One email per month. New essays and deal-flow notes from the partner team. Unsubscribe anytime.

FIRST MONDAY / PARTNER-WRITTEN / NO SPONSORED CONTENT