Novasecta’s Perspective on Brexit (Biotech and Money)
The UK’s recent Brexit referendum will have profound and likely negative consequences for the European economy. Globally-minded pharma companies have less to worry about than other less profitable industry sectors in which the companies are more reliant on the UK and/or Europe consumer economies alone. But all companies of all sectors will face economic headwinds. […]
The year British biotechs will come of age (The Pharma Letter)
With the rush of quarterly results from Big Pharma now past, focus moves to UK biotechs. Historically, results from these companies were mixed, frequently eclipsed by transatlantic rivals. But 2016 looks like the year in which the crown jewels of the UK biotech scene will sparkle. The question is how quickly others will join them? […]
Pharma and academia are natural partners for R&D (MedNous)
John Rountree’s invited commentary in MedNous Vol 10, No 2 February 2016 The history of relationships between pharmaceutical companies and academic institutions can be cast as one of both success and frustration. There is no doubt that many successes of the industry have been down to excellent scientific discovery within academic institutions. And yet many pharmaceutical companies […]
Why the time has come for MidPharmas (MedNous)
John Rountree’s invited commentary in MedNous Vol 8, No 3 March 2014 Amid all the excitement about the debut of young biopharmaceutical companies on stock markets in the US, it is worth reflecting on the broader implications for pharmaceutical drug development and commercialisation. Specifically, what kind of company is best placed to develop drugs that patients need […]
Understanding and Choosing Your Partner (One Nucleus)
Pharma frenemies (The Economist)
Novasecta provided perspectives for The Economist newspaper on signs of a new wave of strategic collaborations between pharma companies as an alternative to expensive and often wasteful M&A. Our perspective is that the recently announced collaboration between Merck and AstraZeneca in immuno-oncology is great for patients and the industry: working together rather than simply acquiring a company […]
Cost of pharma M&A doubles (Financial Times)
Novasecta was recently asked to do some research for the Financial Times, the pre-eminent UK financial newspaper, exploring trends in pharma M&A. The major finding of this research was that acquisition prices are rising extremely rapidly: the median acquisition value in 2016 was 39X the revenue of the acquired company, compared with 19X in 2015 […]
Agrochemicals and pharma are not compatible (Die Zeit)
As Bayer’s troubles continue, Die Zeit interviewed John Rountree to understand what is going on at Bayer and how they should proceed. Download the article in German above or read the English translation below: “All that just distracts” Bayer is fighting the lawsuits over the plant protection product Round-Up. But that hides the real problems […]
Why Private Equity is Investing in Biopharma (MedNous)
Biopharma is experiencing a wave of new capital from private equity, with the influx of investors bringing exciting possibilities to the sector. Biopharmas need to consider how they can capitalise on private equity’s entrance to achieve their strategic goals by positioning themselves as buyers, sellers or competitors to private equity. Novasecta has explored for MedNous […]
Brexit research published (In Vivo)
We are pleased to announce that Novasecta’s survey and in depth analysis covering how Brexit will affect the pharmaceutical industry has been published in In Vivo. To view the article, click here. To see an earlier version of our research, click here.