Deal Intelligence insights.
Trackers and analysis of major licensing and M&A transactions
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.
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.
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.
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.
Life Sciences M&A 2026: Trends & Strategic Analysis
$280B+ projected deal value. Patent cliff urgency, AI-driven targets, and Asia's emergence as a deal epicenter are reshaping the M&A landscape for life sciences executives.
Biotech Licensing Deal Tracker 2026: Top Deals, Trends & Strategic Analysis
$250B+ across 516 licensing deals in 2025. Average deal size surges 76% in 2026. Track the biggest transactions and what they mean for your BD strategy.
China Biotech Outbound Licensing Tracker 2026: $135.7B in Deal Value
Track every major China-to-global licensing deal. $135.7B cumulative value, AstraZeneca-CSPC $18.5B mega-deal, and BIOSECURE Act implications.
Pharma M&A Tracker 2026: Every Major Acquisition & What's Driving the Surge
$228B+ in pharma M&A in 2025. J&J-Intra-Cellular ($14.6B), Novartis-Avidity ($12B), and the patent cliff imperative reshaping deal strategy.
Pharma Deal Tracker 2026: The Definitive M&A & Licensing Roundup
$240 billion in life sciences M&A. $250 billion across 516 licensing deals. The biggest dealmaking year in pharma history—and what it means for 2026.
The Vision Lifesciences brief.
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