Market Analysis insights.
Therapeutic area deep-dives and market landscape reports
Pricing a China Biotech Asset: NRDL, VBP & Why Domestic Economics Don't Travel
Why a Chinese drug is cheap at home but valuable ex-China: how NRDL negotiation (~63% cut in 2025) and volume-based procurement (VBP, >70% in the 11th round) structurally cap a molecule’s domestic P&L — and why that makes the ex-China rights the real value in a cross-border deal.
The China CRO Landscape 2026: How Drug Development Gets 30%+ Cheaper
A dealmaker’s guide to the China clinical CRO landscape in 2026 — the named providers (WuXi AppTec, Pharmaron, Tigermed, Novotech and peers), the real cost and speed basis behind the China discount, and how CRO choice plus BIOSECURE exposure shape asset diligence and deal de-risking.
AI in Drug Development 2026: The Dealmaker’s Guide
A business-development view of AI drug discovery: market size, the $11B funding wave, the platform landscape, the first clinical proof points (Insilico’s rentosertib), and how pharma actually buys AI through partnerships.
Generative AI in Pharma: What Dealmakers Need to Know
How generative AI differs from predictive AI, where it actually works (molecule and protein design), the FDA’s 2025 stance, the IP and inventorship questions, and what it all means for deals.
Drug Discovery AI News: Latest Developments (2026)
A regularly updated digest of the most important AI drug discovery news — clinical proof points, billion-dollar pharma deals, IPOs, infrastructure, and FDA policy — each with a dealmaker’s read on why it matters.
China Biotech News: Deals & Approvals (June 2026)
A regularly-updated China biotech news digest for dealmakers — NMPA approvals, record out-licensing deals (AstraZeneca–CSPC, GSK–Hengrui, Pfizer–3SBio), HKEX IPOs, and VBP/NRDL/BIOSECURE policy, each with a one-line read on why it matters.
Every Humira Biosimilar: The Complete 2026 List
A complete, verified reference list of FDA-approved Humira (adalimumab) biosimilars — manufacturer, approval year, interchangeability status, and concentration — plus the pricing/PBM dynamics and what the Humira playbook means for the next biologics losing exclusivity.
Biosimilar News: Latest FDA Approvals (June 2026)
A regularly-updated biosimilar news digest for dealmakers — recent FDA approvals (denosumab, pertuzumab, ustekinumab, aflibercept, tocilizumab), interchangeability shifts, the Stelara and I/O biosimilar waves, and pricing dynamics — each with a one-line read on why it matters.
Radiopharmaceutical Licensing & Deal Landscape 2026
The radiopharmaceutical market is the hottest modality in oncology dealmaking — over $13B in M&A since 2023. A dealmaker’s guide to the deals (BMS–RayzeBio, AstraZeneca–Fusion, Lilly–POINT), the players, the isotope supply crunch, and the China cross-border angle.
siRNA & Oligonucleotide Licensing Landscape 2026
The siRNA and oligonucleotide modality: approved products (Alnylam, Ionis, inclisiran), the move beyond the liver, the deal and M&A wave, key players, and the China cross-border sourcing opportunity for RNA-silencing assets.
CDMO Market Analysis 2026: Size, Trends & Key Players
Comprehensive CDMO market analysis covering market size, key players, selection criteria, and outsourcing trends.
Gene Therapy Market 2026: Approved Products, Pipeline & Licensing Deals
Zolgensma ($1.24B), Elevidys ($820M+), and CRISPR-based Casgevy are transforming rare disease. Track AAV, CRISPR, and in vivo gene therapy licensing opportunities.
Orphan Drug Designation & Rare Disease Licensing 2026: Market & Strategy Guide
The $217B orphan drug market covers only 5% of rare diseases. 7-year exclusivity, premium pricing, and BioMarin's $4.8B Amicus deal signal massive BD opportunity.
ADC Market 2026: Antibody-Drug Conjugate Pipeline, Deals & Licensing
15 FDA-approved ADCs, $13.5B market, and Enhertu leading at $3.75B. Analysis of platform deals, China-origin assets, and licensing strategy for BD executives.
CAR-T Cell Therapy Market 2026: Products, Pipeline & Licensing Opportunities
The CAR-T market surpassed $5B with CARVYKTI growing 93% YoY. Allogeneic platforms, autoimmune expansion, and Lilly's $2.4B Orna deal reshape the landscape.
Biosimilars & Patent Cliff Licensing 2026: $100B+ Revenue at Risk
Humira, Stelara, Keytruda — the biggest patent cliffs in pharma history are creating a $39.6B biosimilar market. Licensing guide for BD executives.
PD-1/VEGF Bispecific Antibody Landscape 2026: Pipeline, Deals & Licensing
Ivonescimab's $5B Summit deal, HARMONi-2 data beating Keytruda, and 9+ pipeline candidates. The hottest bispecific antibody space in oncology.
GLP-1 Licensing Landscape 2026: The Hottest Deal Space in Pharma
$50 billion in deal value. 8+ mega-deals. The race for next-gen oral, monthly, and combination obesity treatments.
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