Download a PDF of this paper here.| Recon Strategy
October 10, 2025 | Recon Strategy
About the author: Chisom is currently a high school senior attending Boston Latin School. She spent the summer of 2025 with Recon Strategy as a paid intern assigned a project to research the effect of devices on sleep and well-being. Chisom plans to study ecology in college next year and is considering a career in […] The post The Sleepless Generation: The Hidden Cost of Smartphones on Sleep and Well-being appeared first on Recon Strategy.| Recon Strategy
Exercise with cancer: it’s about more than fitness Retrospective observational studies very frequently highlight the correlation of various lifestyle characteristics with outcomes, but most of the time, randomized controlled trials whereby one arm gets a lifestyle intervention vs. another arm remains status quo fail to show a clear benefit on hard clinical endpoints. This is […]| Recon Strategy
A new AJMC study from consulting firm Recon Strategy is the first to show how advanced primary care techniques, previously proven in older Medicare populations, could also deliver substantial savings in younger commercially insured populations. Cambridge, MA – September 29, 2025 — A new study published in The American Journal of Managed Care finds that more […]| Recon Strategy
August 29, 2025 | Recon Strategy
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
The first porcine kidney transplant (in a live recipient) It’s been a year, and like many, I have been waiting for the details to be published in the NEJM (where else – especially since this was done at MGH). Here are the key elements that caught my eye but if you are truly interested, read […]| Recon Strategy
Download a PDF of this paper here. M&A deals in biopharma often capture headlines for their large valuations, yet these figures rarely reflect the true financial return realized over time, as most fail during development. Typical deal-structures involve a modest upfront payment with more significant sums tied to development milestones – which allows buyers […]| Recon Strategy
Introduction In 2017, the FDA approved Luxturna for the treatment of Leber’s congenital amaurosis (LCA), marking the first gene therapy used for an inherited disease in the U.S. The curative potential of gene therapy garnered significant pharma industry interest over the next few years, with notable multi-billion dollar acquisitions from Novartis and Roche. Since that […]| Recon Strategy
