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Thoughts on this? >> Catalent sells New Jersey plant to Belgian CDMO, plans moving HQ elsewhere >> Comment below! >>> lqventures.com #strategy #competitiveintelligence #marketing #biotech #productmarketing #pharmaceutical #pharma #healthcare

The battle for Catalent is heating up, with Novo and Lilly on opposite sides of the ring. Novo Holdings, acquiring Catalent primarily for their fill-finish capacity, has been promised a ruling by the EU Commission by December 6th. The options on the table: (1) approve deal as is (2) adding specific conditions for the deal's approval or (3) launching a full-scale four-month long investigation if it has serious concerns. Lilly has several big partners in their corner: Roche, US politicians, union labor and public interest groups. Pulling three fill sites from the market will squeeze the remaining market and likely provide a significant competitive advantage for Novo. This is going to be a big ruling with significant implications for any organization that uses CDMOs for filling... https://lnkd.in/gNHvjPgE

The pharmaceutical industry's evolving landscape highlights a stark shift in dealmaking dynamics, as major players pivot from massive acquisitions to more modest targets. This change, driven by regulatory hurdles, a maturing biotech market, and an urgent need to diversify pipelines, underscores a pragmatic approach amidst a challenging environment. Companies like AstraZeneca and AbbVie are finding value in smaller acquisitions that not only mitigate risks but also adapt to the scrutiny imposed by regulators, enabling them to refine their strategic focus. This trend signals a conscious effort by big pharma to tap into the innovation potential of early-stage, privately held firms, allowing them to identify promising candidates before they inflate to billion-dollar valuations. Despite filling pipelines with unproven drugs, the calculated risks taken by these companies may yield substantial benefits, especially as they work to replace blockbuster products facing patent expirations. The evolution reflects a savvy shift in strategy, as pharmaceutical giants recognize that in today's market, the right small deal is often more valuable than a large one that risks falling prey to regulatory deadlock or integration woes.

𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐢𝐧𝐠 𝐭𝐚𝐤𝐞 𝐨𝐧 𝐰𝐡𝐚𝐭 𝐍𝐨𝐯𝐨 𝐍𝐨𝐫𝐝𝐢𝐬𝐤'𝐬 𝐝𝐞𝐚𝐥 𝐰𝐢𝐭𝐡 𝐂𝐚𝐭𝐚𝐥𝐞𝐧𝐭 𝐦𝐞𝐚𝐧𝐬 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐂𝐃𝐌𝐎 𝐥𝐚𝐧𝐝𝐬𝐜𝐚𝐩𝐞! Novo Nordisk’s recent partnership with Catalent Pharma Solutions is a significant moment for the CDMO industry. As the demand for biologics and complex therapies grows, larger players like Catalent are positioning themselves to meet these needs at scale. But what does this mean for smaller CDMOs? This deal could signal a shift in how resources and capacity are allocated, potentially pushing smaller players to innovate and focus on niche markets where they can compete effectively. It also raises the question: Will larger CDMOs continue to dominate, or will smaller, specialised firms find new opportunities to thrive? #CDMO #Biopharma #LifeSciences #NovoNordisk #Catalent #Innovation #Pharma #Manufacturing #Partnerships #Biologics

Jared Hopkins' article today in The Wall Street Journal highlights the trend of #big #pharmaceutical #companies acquiring smaller target businesses valued at $5 billion or less, including many #private companies. The #WSJ article indicates that increased #antitrust #deal scrutiny by the #FederalTradeCommission on larger #M&A is one of the main factors driving this trend. It is true that smaller #transactions typically present fewer hurdles to gain approval from antitrust regulators. Before dealmakers on smaller transactions breathe a sigh of relief, however, they should remember that the #FTC and #DOJAntitrust are increasingly interested in reviewing #rollup transactions, particularly those involving #healthcare and #privateequity. This trend may expand to large #drugmakers that are not #PE-backed too. In addition, increased #antitrust activism at the state level could also expand risks on otherwise easily permissible deals. If you have any questions on this topic, please reach out to our team at Capitol Asset Strategies.

The life science group Sartorius closed the first nine months of the fiscal year as expected, with a positive trend in demand and a robust underlying profit margin. “Following the very volatile development caused by the pandemic, the business situation has stabilized. Most customers have largely completed the reduction of their inventories, and demand for consumables business is increasing as a result. Our profit margin is at a very robust level, and we expect further positive effects from our efficiency program by the end of the year,” said Sartorius CEO Joachim Kreuzburg. “In the long term, the fundamental growth drivers of the life science and biopharmaceutical markets remain positive.” ➡️ Sales revenue almost at prior-year level ➡️ Profit margin very robust ➡️ Cash flow increased significantly ➡️ Full-year outlook for 2024 confirmed ➡️ Sartorius well-positioned for future growth Read media release: https://lnkd.in/enhnAF-u #SimplifyingProgress

Pharmaceutical industry deals have hit a decade-low in 2024, with only 558 deals totalling USD 67.2 bn by late November - the lowest since 2016. The largest biotech purchase of 2024, Vertex Pharmaceuticals' USD 4.9 bn acquisition of Alpine Immune Sciences, Inc., is dwarfed by Pfizer's USD 43 bn Seagen takeover in 2023. The decline in major acquisitions can be attributed to several factors: pharma companies digesting previous large deals, high valuations of listed biotech's deterring potential buyers, a focus on smaller, "bolt-on" deals under USD 5 bn, and antitrust concerns and political uncertainty in an election year. Despite these challenges, industry experts anticipate a potential rebound in 2025, with some cautious optimism surrounding the possibility of increased deal flow following the election, as well as the sector facing pressure to address an expected USD 59 bn loss in sales due to drug patent expirations by 2030. 

As many large pharmas continue to deal with upcoming patent cliffs that will impact sales of key drugs, it could spur additional deal making for small and mid-size biotechs to make up for the loss of revenue. https://lnkd.in/gXMp6w86   Monthly Report – Healthcare Medical Products Pharmaceuticals and Biotech – May 2024 - https://lnkd.in/gSNmdfqK   Excellent work by PwC #biotech #pharma #pharmaceutical #mergers #investments #acquisitions

🤩 Exciting news! AstraZeneca, the global pharmaceutical and biotechnology company, has implemented OMP's Unison Planning™ as its new advanced planning system. This is a major milestone in their digital transformation journey toward enhanced quality, speed, and efficiency of medicine delivery to its patients. 👇 Read the full story for more details. #supplychain #biotech #digitaltransformation

🤩 Exciting news! AstraZeneca, the global pharmaceutical and biotechnology company, has implemented OMP's Unison Planning™ as its new advanced planning system. This is a major milestone in their digital transformation journey toward enhanced quality, speed, and efficiency of medicine delivery to its patients. 👇 Read the full story for more details. #supplychain #biotech #digitaltransformation