2024全球生物医药与医疗技术交易深度洞察（英）_29页_4mb

报告摘要

Biopharma alliances totaled $191.9 billion in potential deal value (PDV) from 690 transactions, with a 4% decline in deal volume.
Oncology dominated deal activity, accounting for 36% of partnerships.
Biopharma M&A reached $79.4 billion, a 50% decrease from 2023, driven by fewer large deals.
Financing activities surged, with $88.6 billion raised, a 19% increase in value.
Medtech alliances and acquisitions saw moderate activity, with device players leading deal volume.

Alliances: PDV grew by 3% year-over-year, driven by high-value deals like Arrowhead's $12.8 billion partnership with Sarepta.
Therapeutic Areas: Oncology (40% of PDV) and neurology/psychiatry were the most active.
M&A: Deal value dropped due to major outlier removal; Q1 had the highest volume and value.
Financings: Venture capital led deal volume (33%), with AI firm Xaira raising $1.4 billion. Series A rounds accounted for 35% of VC value.
Key Transactions: Notable deals include Novo Holdings' $16.5 billion acquisition of Catalent and various biotech IPOs.

Alliances: 74 transactions totaled $404.5 million, with oncology being the most active area.
Acquisitions: J&J's $13.1 billion deal for Shockwave Medical was the largest in device M&A.
Financings: Diagnostics saw $3.8 billion in fundraising, with Bruker's $403 million deal leading. Device venture capital increased to $4.7 billion.

Deal-making in biopharma was influenced by large upfront payments and milestone structures.
Financing trends shifted toward venture capital and AI-focused companies.
Therapeutic areas like oncology and metabolic diseases remain key focus points.

展开完整摘要