Download a PDF of this paper here. A comprehensive slide-deck (including a breakdown by therapeutic area) and a complete list of assets deals are also available; click [datapack] to access. Earlier this year, we published a whitepaper on preclinical licensing deals that showed most deals publicize very different “biobucks” compared to what is collected. […]| Recon Strategy
We explore four hypothesized value drivers of platform-based companies and evaluate the actual value achieved 10-15 years out from initial capital raise. We found that discovery platforms showed the highest lead asset success rates, significantly more out-licensing activity than non-platforms, and accounted for nearly all multi-asset approvals within our cohort. All platform types showed increased survivability and more licensing opportunities. The post Realized value of platform-based biote...| Recon Strategy
Merck's acquisition of Verona is the latest in a long line of "revenue acquisitions". How have prior mid-size biopharma revenue acquisitions fared?| Recon Strategy
