State of the Innovation Industry
State of the Innovation Industry David Thomas, Senior Director, Industry Research, BIO Richard Harrison, PhD, CSO, Clarivate Analytics Peter Winter, Editor, BioWorld Insight at Clarivate Analytics Jeremy Springhorn, PhD, Partner, Flagship Pioneering John McDonald, JD, VP BD & EI, Biogen
June 2017
BIOTECHNOLOGY INDUSTRY ORGANIZATION
PRESENTATION TITLE IN FOOTER
MONTH XX, 2012
1
New BIO Industry Analysis Report:
Emerging Therapeutic Company Investment & Deal Trends 2007-2016 pdf available here: www.bio.org/iareports Four primary database providers:
• Cortellis Competitive Intelligence • Cortellis Deals Intelligence
• BCIQ
• Biomedtracker • Strategic Transactions
• EvaluatePharma Authors: David Thomas & Chad Wessel (BIO)
FDA CDER NME Approvals 2007-2017 YTD
*
Source: FDA.gov, BIO Industry Analysis, 2017
FDA CDER NME Approvals 2007-2017 YTD
*
Source: FDA.gov, BIO Industry Analysis, 2017
R&D-STAGE COMPANIES HURT MOST DURING 2015-2016 DRUG-PRICING POLITICAL RHETORIC 7/1/2015 to 11/7/2016 (US Election): Market-stage: -13% R&D-stage: -50% Since US election: Market-stage: +27% R&D-stage: +27%
2015
S&P500 7/1/2015 to 11/7/2016, +5%, S&P500 11/7/2016 to today: +17%
2017
2016
US election Source: stockcharts.com, BIO Industry Analysis, May 2017
Core Biotech Funding Sources 2015 vs. 2016
BIO Industry Analysis, 2017
R&D-Stage US IPOs 2006-2016
Source: BIO Industry Analysis, 2017
R&D-Stage US IPOs 2006-2017
Source: BIO Industry Analysis, 2017
US Venture Funding for Therapeutics Companies
$6.9 B
Source: BIO Industry Analysis, 2017 Databases: Clarivate Analytics, TR, BCIQ, EvaluatePharma, Informa
US Venture Funding 2016
Top 3 Companies $1.1 B
Moderna $475M Intarcia $421M Human Longevity $220M $1,115
Top 3
Source: BIO Industry Analysis, 2017 Databases: Clarivate Analytics, TR, BCIQ, EvaluatePharma, Informa
Venture Funding by Disease Area 2007-2016
Source: BIO Industry Analysis, 2017 Databases: Clarivate Analytics, TR, BCIQ, EvaluatePharma, Informa
Series A Venture Funding 2007-2016 Only Series A-1 Rounds
$1.96 B
89
81 78 55
Source: BIO Industry Analysis, 2017 Databases: Clarivate Analytics, TR, BCIQ, EvaluatePharma, Informa
Start-Up Highlights from 2016 Series A-1 Venture Rounds >$30M Focus
Examples (non I-O)
Target/Pathway: (multiple diseases)
(ubiquitin pathway)
(TrkA)
(Integrins)
Organ: (kidney)
(heart)
Modality: (multiple diseases)
(gene therapy)
Computational: (multiple diseases)
(small molecule)
Source: BIO Industry Analysis, 2017
Databases: Clarivate Analytics, TR, BCIQ, EvaluatePharma, Informa
State of the Innovation Industry BIO report on Emerging Company Investment and Deal trends: pdf: www.bio.org/iareports
Moderator: David Thomas, Senior Director, Industry Research, BIO Panelists: Richard Harrison, PhD, CSO, Clarivate Analytics Peter Winter, Editor, BioWorld Insight at Clarivate Analytics Jeremy Springhorn, PhD, Partner, Flagship Pioneering John McDonald, JD, VP BD & EI, Biogen
June 2017
BIOTECHNOLOGY INDUSTRY ORGANIZATION
PRESENTATION TITLE IN FOOTER
MONTH XX, 2012
14
June 2017
BIOTECHNOLOGY INDUSTRY ORGANIZATION
PRESENTATION TITLE IN FOOTER
MONTH XX, 2012
1
New BIO Industry Analysis Report:
Emerging Therapeutic Company Investment & Deal Trends 2007-2016 pdf available here: www.bio.org/iareports Four primary database providers:
• Cortellis Competitive Intelligence • Cortellis Deals Intelligence
• BCIQ
• Biomedtracker • Strategic Transactions
• EvaluatePharma Authors: David Thomas & Chad Wessel (BIO)
FDA CDER NME Approvals 2007-2017 YTD
*
Source: FDA.gov, BIO Industry Analysis, 2017
FDA CDER NME Approvals 2007-2017 YTD
*
Source: FDA.gov, BIO Industry Analysis, 2017
R&D-STAGE COMPANIES HURT MOST DURING 2015-2016 DRUG-PRICING POLITICAL RHETORIC 7/1/2015 to 11/7/2016 (US Election): Market-stage: -13% R&D-stage: -50% Since US election: Market-stage: +27% R&D-stage: +27%
2015
S&P500 7/1/2015 to 11/7/2016, +5%, S&P500 11/7/2016 to today: +17%
2017
2016
US election Source: stockcharts.com, BIO Industry Analysis, May 2017
Core Biotech Funding Sources 2015 vs. 2016
BIO Industry Analysis, 2017
R&D-Stage US IPOs 2006-2016
Source: BIO Industry Analysis, 2017
R&D-Stage US IPOs 2006-2017
Source: BIO Industry Analysis, 2017
US Venture Funding for Therapeutics Companies
$6.9 B
Source: BIO Industry Analysis, 2017 Databases: Clarivate Analytics, TR, BCIQ, EvaluatePharma, Informa
US Venture Funding 2016
Top 3 Companies $1.1 B
Moderna $475M Intarcia $421M Human Longevity $220M $1,115
Top 3
Source: BIO Industry Analysis, 2017 Databases: Clarivate Analytics, TR, BCIQ, EvaluatePharma, Informa
Venture Funding by Disease Area 2007-2016
Source: BIO Industry Analysis, 2017 Databases: Clarivate Analytics, TR, BCIQ, EvaluatePharma, Informa
Series A Venture Funding 2007-2016 Only Series A-1 Rounds
$1.96 B
89
81 78 55
Source: BIO Industry Analysis, 2017 Databases: Clarivate Analytics, TR, BCIQ, EvaluatePharma, Informa
Start-Up Highlights from 2016 Series A-1 Venture Rounds >$30M Focus
Examples (non I-O)
Target/Pathway: (multiple diseases)
(ubiquitin pathway)
(TrkA)
(Integrins)
Organ: (kidney)
(heart)
Modality: (multiple diseases)
(gene therapy)
Computational: (multiple diseases)
(small molecule)
Source: BIO Industry Analysis, 2017
Databases: Clarivate Analytics, TR, BCIQ, EvaluatePharma, Informa
State of the Innovation Industry BIO report on Emerging Company Investment and Deal trends: pdf: www.bio.org/iareports
Moderator: David Thomas, Senior Director, Industry Research, BIO Panelists: Richard Harrison, PhD, CSO, Clarivate Analytics Peter Winter, Editor, BioWorld Insight at Clarivate Analytics Jeremy Springhorn, PhD, Partner, Flagship Pioneering John McDonald, JD, VP BD & EI, Biogen
June 2017
BIOTECHNOLOGY INDUSTRY ORGANIZATION
PRESENTATION TITLE IN FOOTER
MONTH XX, 2012
14
