Ralf Huss’ Post

Is it darkest before dawn? Pharma & Biotech are in a crisis. Is at least financing of certain Biotech areas getting better? Melanie Senior wrote this wonderful article about this topic. She finds that: - Clinical assets can attract more funding than ever. - Still looks bad for early stage companies with no proven assets. - ADC and Radiotherapeutics continue to outshine CGT this year. - Quality of Chinese assets is growing, Finally she concludes: “Given a dismal 2023, most agree with Novo Ventures’ Naveed Siddiqi that “things feel better now than this time last year.” How much better depends on where you’re sitting. The chosen few — biotechs and investors working in the right spaces, with the right experience — have more cash than ever and rich opportunities across the globe. The rest still face difficult times, as macroeconomic and geopolitical uncertainties continue to test investor confidence.” Here is the link: https://lnkd.in/dVrXsTtt What do you think about the financing situation in Biotech?

Trying to make sense of this crisis. How many more ideas will we lose before we hit the bottom? Will they be able to come back when there is funding available? Some of the best ideas come from these early stage companies.

Interesting point of view & article:

💰 New/Newly emerging biotech companies launched in 2024* 54 of the 70 new biotech companies are based in the U.S. As expected, the top states are CA and MA (See Graphic 📸 ) All companies had at least ~$500K funding Did we miss some/many new biotech companies outside US and EP with that level of funding? If you know of some, please let us know. For more details, read our blog post: https://lnkd.in/gVE6d2nG We just launched a notification service: Get notified any time a new biotech company emerges: https://lnkd.in/gZ9NBdwp Check out our free list, for more details on new & recently funded biotech companies: https://lnkd.in/gW9MiQ_3 For funding & other info on >9,000 biotech companies, their clinical trials, key contacts, and more check out our powerful, affordable online platform: https://lnkd.in/gAkDQfeW Have questions or want to schedule an online demo? Contact [email protected] *Thru 9/9/24 (at least ~$500K funding)

When the year started biotech investors had a smaller appetite for risk compared to previous years. Startups have needed to show a good business plan in addition to sound science to get funded. These were key takeaways from this year’s BIO CEO & Investor Conference that took place in New York on February 26. How is that playing out now in May? “There’s the science, and I love the science, but I have been forced to think about the business a lot more over the last two years,” Ellen Hukkelhoven, Head of Biotechnology Investments at Perceptive Advisors, told the conference. “The drug needs to work, it needs to get approved—which is a separate question—and then it needs to sell. Even in preclinical companies, we are thinking about all three of those stages when we invest.” While startups have come up with various strategies to stand out to investors, including offering a preview of their data to their top targets, nothing beats solid economic analysis. This is why we created our advanced PROVEN ™ platform — to help both investors and biotech innovators model uncertainty and predict the value of novel therapies with unprecedented flexibility and precision. #HEOR #DrugPricing #BioPharma #Innovation Link: https://lnkd.in/gW4YUd33

🌍 𝐖𝐡𝐞𝐫𝐞 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐦𝐚𝐢𝐧 𝐁𝐢𝐨𝐭𝐞𝐜𝐡 𝐡𝐮𝐛𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐔𝐒𝐀? 🌍 The biotech industry is continually advancing with the introduction of new medicines, cutting-edge technologies, and emerging leaders. Despite these ongoing changes, the principal biotech hubs in the United States have remained consistent, with Boston and San Francisco maintaining their leadership positions. These key biotech regions are typically supported by strong academic and research institutions, substantial venture capital investment, abundant job opportunities, and favourable government incentives. Will this change over the next 25 years? #drugdevelopment #biotech #pharma

🔍 Decoding the 0.5% Rate Cut: A Catalyst for Drug Discovery? 💊 The recent 0.5% rate cut by the central bank is more than just a shift in economic policy—it’s a potential accelerator for drug discovery. Here’s how: 📉 Lower Cost of Capital: Drug discovery is a resource-intensive process that requires significant investment in research and development. With lower borrowing costs, biotech companies can more easily access the funds needed to push new therapies from the lab to clinical trials. 💡 Boosting Early-Stage Innovation: Lower interest rates tend to encourage investment in high-risk, high-reward areas. This means more venture capital flowing into early-stage biotech startups focused on innovative drug discovery, paving the way for new treatments and therapies. 🔄 Strategic Collaborations: Big pharma companies might use this opportunity to partner with or acquire smaller biotech firms working on promising drug candidates. This synergy can accelerate the development of groundbreaking treatments and get them to patients faster. With this financial tailwind, we could be on the brink of a new era in drug discovery—one where lifesaving medicines reach the market faster and more efficiently. #DrugDiscovery #Biotech #Investment #HealthcareInnovation #FiosGenomics

Our Beyond Borders: EY Biotechnology Report 2024 reveals biotech's resilience, with US and European firms expecting a recovery in investment within 6-12 months as interest rates drop. While some companies thrive on innovation, others need strong management and clinical data to secure investment. Highlighting recovery driven by faith in new advancements, the report offers insights on deals, IPOs, financial performance, and emerging tech like #AI and oncology breakthroughs, providing strategic guidance for growth. Check out the full report here: https://lnkd.in/eGtAPuCx #Biotech #Innovation Rich Ramko, Ashwin Singhania, Arda Ural, MSc, MBA, PhD

Would you invest in #biotech? 🧬💷💰💶 Are you intrigued by the power of biotech innovation? The sector buzzes with promise, transforming healthcare as we know it. From curing chronic conditions to pioneering weight-loss drugs, biotech's impact is profound. 💝 The UK has a thriving biotech landscape and many investors put their money behind projects which may lead to innovative breakthroughs. 🤞We are blessed with immensely talented individuals on this 🌍who needs your backing to turn their innovative concepts into reality. It's not just about feeling good with your investments, but investing in the good of tomorrow's healthcare. 🌟 Have a look at this article in the FT for tips on how to go about investing in Biotech #lifescience #investing Dynamic Minds Recruitment