Insights

Case Study

Flagship Pioneering: Reinventing Venture Capital in Biopharma

Flagship Pioneering illustrates that innovation in life sciences can be institutional and organizational—not just product-driven—showing the value of creating new venture models, building platform-based ecosystems, and validating novel approaches through rigorous feasibility testing.

Market Trend

Fruit Flies in Drug Discovery: Faster, Cheaper, Smarter Early Screening

Fruit flies offer startups a fast, low-cost way to screen drug candidates. They reveal toxicity, efficacy, and behaviour early, helping teams make smarter decisions, reduce failures, and streamline pipelines before expensive mammalian studies.

Case Study

How Eli Lilly reached a $1 Trillion Valuation

Eli Lilly has gone from major struggles in the 2010s to becoming the first healthcare company worth $1 trillion. This turnaround highlights how a focused portfolio and rapid scaling have reshaped its position in the industry.

M&A

Johnson & Johnson's Acquisition of Halda Therapeutics: Expanding Precision Oncology Capability

Johnson & Johnson's $3.05B acquisition of Halda Therapeutics strengthens its precision-oncology pipeline with RIPTAC™ therapies, notably HLD-0915, positioning the company for innovation-led growth in treatment-resistant cancers.

M&A

Pfizer-Novo-Metsera dispute: lessons to learn on biotech-pharma M&A deals

The Metsera bidding war underscores key M&A lessons: structure deals with contingent value rights to balance risk, understand signing vs. closing to avoid confusion, anticipate antitrust hurdles, and leverage competitive offers to maximize valuation.

BioTech

How AI and Automation are Opening the Door to Biotech Innovators

AI, cloud labs, and automation are letting small biotech teams punch above their weight. Lean, tech-driven startups are discovering drugs faster, attracting investors, and partnering with pharma.

Case Study

Brexit and the UK Biopharma Industry

Brexit has turned the UK into a smaller, more complex biopharma market, forcing companies to navigate dual regulators, shift investment to the US, and manage worsening drug shortages and cancelled R&D projects.

Spin-Offs

Kimberly-Clark's $32 Billion Acquisition of Kenvue: A Strategic Realignment in Global Healthcare

Kimberly-Clark’s $32 billion acquisition of Kenvue marks a strategic shift toward science-backed consumer health amid a global realignment separating wellness and pharmaceutical innovation.

Market Trend

Why Pharma Companies are Investing in U.S. Direct-to-Consumer Sales: Insights on Pharmaceutical Distribution

Pharmaceutical companies are increasingly adopting Direct-to-Consumer (DTC) sales models in the U.S. to bypass intermediaries, reduce drug prices, and respond to regulatory pressures—highlighting a strategic shift that could reshape patient access and industry dynamics.

BioTech

Gut Instincts: How Microbiome Science Can Reshape Addiction Medicine

Microbiome science is emerging as a powerful new frontier in addiction therapeutics, offering innovative, scalable solutions to a growing public health crisis and unlocking strategic opportunities for biotech investment and development.

Case Study

Haleon’s Success Three Years After Leaving GSK

How Haleon transformed from a joint venture into one of consumer healthcare’s strongest independent players.

Spin-Offs

Johnson & Johnson's DePuy Synthes Spin-Off

Johnson & Johnson (J&J) announced on 14 October 2025 that it will separate its orthopaedics division into a standalone company called DePuy Synthes.

Case Study

Three FDA Rejections Later: The Lessons Behind Xspray Pharma’s Dasynoc™ Setback

On 8 October 2025, Xspray Pharma announced that its latest New Drug Application (NDA) for _DasynocTM_ had been rejected by the FDA due to Good Manufacturing Practice issues at the company’s contract manufacturing partner (CMO)1.

Pharmaceutical

GSK Enters a New Era Under Incoming CEO Luke Miels

GlaxoSmithKline (GSK) is entering a new era as Chief Executive Officer Emma Walmsley prepares to step down at the end of 2025 after eight years in charge. She will be succeeded by Luke Miels, the company's Chief Commercial Officer

BioTech

What to Take Away From Takeda's Discontinuation of Cell therapy?

On October 1 2025, Takeda announced that it will discontinue all cell therapy programs. This includes preclinical trials and the Gamma Delta T-cell platform acquired from GammaDelta Therapeutics, a London-based biotechnology company.