Category Archives: Inside BIO Industry Analysis

Fewer Small Public Biotechs Today

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A lot can happen in six years. The number of active biotech companies currently trading on US exchanges is now only 300. At the start of 2008, there were almost 400 active companies.   The net decrease in the number of active companies since 2008 is 24%. Had it not been for all the IPO activity we have seen this year, the decrease would have been substantially more. In fact, only 55% of the original Read More >

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Biotech Stocks Hit Record Highs…Again

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Biotech stocks hit an all-time high this week, driven by strong performance among large cap sector leaders with strong product portfolios. A common benchmark for the sector, the NASDAQ Biotechnology Index (NBI) has outperformed the S&P 500 by a factor of over 2X. The NBI is up 61% year to date, compared with 26% for the S&P 500. We’ll be discussing this strong performance in New York this February at the BIO CEO & Investor Read More >

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Biotech IPO Boom or Bubble? The Opening Plenary at the BIO Investor Forum

David Thomas

With 31 (and counting) life sciences companies having already placed IPOs on the market within the first 8 months of this year and many others lining up for S-1 filings, biotech is buzzing about a revival of the IPO market. Is it a bubble? David Thomas, director of Industry Research and Analysis at BIO took up these questions during the opening plenary lunch of the 12th Annual BIO Investor Forum. What’s his short answer? Not Read More >

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Chinese In-Licensing Continues to Strengthen

Chinese companies are eager to collaborate with their ex-China counterparts, and in-licensing agreements are outpacing other forms of biotech deal-making in 2013. In fact, the number of in-licensing deals announced so far this year is more than the combined number of 2012 deals in out-licensing, JV/Alliance and M&A, according to BIO’s Industry Analysis research and GBI. This deal-making momentum bodes well for small and medium-sized biotech companies that have early-stage compounds under development in the Read More >

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China’s Biotech Innovators

As the Chinese government implements policies aimed at increasing innovation in the life sciences industry, a new breed of domestic Chinese companies are structuring their corporate infrastructure to amplify innovation. Three themes are emerging from these innovative Chinese companies: the development of new business models, partnering with Western entities, and placing Chinese citizens at the helm that have advanced degrees and industrial experience from the West. As an example, consider the management and business model Read More >

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