PitchBook-2024年四季度制药生物工具风险投资趋势（英）_8页_5mb
报告摘要
Pharma Biotools VC Trends Summary
Core Content
This report provides an overview of venture capital (VC) activity within the pharma biotools ecosystem as of Q4 2024. It highlights the market dynamics, investment trends, and key deals and exits in the sector.
Main Points
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VC Activity Overview:
- The VC investment in pharma biotechs has followed the broader biopharma investment cycles.
- There was a peak in 2021, followed by a correction in 2022 and 2023, and a targeted resurgence in 2024.
- Q4 2024 saw an increase in deal activity, with 59 deals recorded, representing a 9.3% quarter-over-quarter (QoQ) increase from Q3 2024.
- The total deal value in Q4 2024 reached $0.7 billion, declining by 30.6% from the previous quarter.
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Investment Trends:
- AI-driven drug discovery, synthetic biology, and next-generation sequencing have attracted substantial investment.
- Investors are showing a preference for platform technologies with multiple applications over single-product companies.
- Lab automation and computational tools for drug discovery continue to receive significant funding.
- Diagnostic platforms using multiomics approaches are gaining momentum.
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Market Segmentation:
- The market is divided into Mature, Advanced, and Emerging segments, each representing different stages of technological development.
- Mature includes analytical and pharma tools, basic molecular & cell biology, bioinformatics & cheminformatics, and traditional manufacturing, bioprocessing & pharma services.
- Advanced encompasses genomics & sequencing, synthetic biology & CRISPR, AI-driven drug discovery, and advanced biopharma services.
- Emerging focuses on multiomics & proteomics, microfluidics & biosensors, and generative AI & quantum computing.
Key VC Deals in Q4 2024
| Company | Close Date | Category | Deal Value ($M) | Lead Investor(s) | Valuation Step-up (Post to Pre) |
|---|---|---|---|---|---|
| Cradle | November 26 | Generative AI & Quantum Computing | 73.0 | IPV Capital, IVP | N/A |
| AmplifyBio | November 6 | Cell & Gene Therapy Services | 50.0 | N/A | N/A |
| Ascend | November 12 | Traditional Manufacturing, Bioprocessing & Pharma Services | 42.5 | N/A | 1.0x |
| BigHat Biosciences | December 13 | AI-Driven Drug Discovery | 35.0 | N/A | 1.0x |
| Mint Biotech | October 22 | Synthetic Biology & CRISPR | 28.3 | N/A | N/A |
| Qi Biodesign | December 2 | Synthetic Biology & CRISPR | 27.7 | Beijing State-Owned Capital Operation and Management | N/A |
| Biomemory | December 10 | Synthetic Biology & CRISPR | 17.6 | Crédit Mutuel Innovation | 1.3x |
| Sunbird Bio | October 16 | Microfluidics & Biosensors | 14.0 | EDBI, Eli Lilly and Company | N/A |
| Codetta Bio | October 29 | Multiomics & Proteomics | 12.3 | N/A | N/A |
| Biodimension | October 16 | Synthetic Biology & CRISPR | 12.0 | Campus Angels Network | N/A |
Key VC Exits Since 2020
| Company | Close Date | Category | Exit Value ($M) | Exit Type | Acquirer/Index |
|---|---|---|---|---|---|
| Ginkgo Bioworks | September 17, 2021 | Synthetic Biology & CRISPR | 16,899.0 | Reverse Merger | Soaring Eagle Acquisition |
| GRAIL | August 18, 2021 | Multiomics & Proteomics | 9,800.0 | M&A | Illumina |
| AbCellera | December 11, 2020 | AI-Driven Drug Discovery | 4,828.3 | IPO | Nasdaq |
| MGI Tech | September 9, 2022 | Genomics & Sequencing | 4,731.0 | IPO | Shanghai Stock Exchange |
| Oxford Nanopore Technologies | September 30, 2021 | Genomics & Sequencing | 4,163.4 | IPO | London Stock Exchange |
| Vazyme Biotech | November 15, 2021 | Basic Molecular & Cell Biology | 3,092.3 | IPO | Shanghai Stock Exchange |
| Zymergen | April 22, 2021 | Synthetic Biology & CRISPR | 2,536.1 | IPO | Nasdaq |
| Thrive Earlier Detection | January 5, 2021 | Microfluidics & Biosensors | 2,190.0 | M&A | Exact Sciences |
| Snibe | May 12, 2020 | Analytical & Pharma Tools | 1,643.2 | IPO | Shenzhen Stock Exchange |
| SinoCellTech | June 22, 2020 | Traditional Manufacturing, Bioprocessing & Pharma Services | 1,406.7 | IPO | Shanghai Stock Exchange |
VC Deal Summary
| Metric | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Trailing 12-Month (Q1 2023-Q4 2023) | Trailing 12-Month (Q1 2024-Q4 2024) |
|---|---|---|---|---|---|---|---|
| Deal Count | 57 | 64 | 56 | 54 | 59 | 240 | 233 |
| QoQ Change | 3.6% | 12.3% | -12.5% | -3.6% | 9.3% | N/A | -2.9% |
| Share of Total VC | 0.6% | 0.6% | 0.6% | 0.6% | 0.7% | 0.6% | 0.6% |
| Deal Value ($B) | $0.6 | $0.9 | $1.5 | $1.1 | $0.7 | $4.1 | $4.2 |
| QoQ Change | -25.5% | 65.9% | 60.7% | -27.3% | -30.6% | N/A | 1.6% |
| Share of Total VC | 0.7% | 1.1% | 1.6% | 1.2% | 0.6% | 1.2% | 1.1% |
| Exit Count | 3 | 3 | 3 | 3 | 2 | 21 | 11 |
| Public Listings | 0 | 0 | 2 | 1 | 1 | 4 | 4 |
| Acquisitions | 3 | 3 | 1 | 2 | 1 | 17 | 7 |
| Buyouts | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Key Takeaways
- The pharma biotools sector has seen a fluctuation in VC funding, with a notable increase in Q4 2024.
- Advanced and emerging technologies continue to attract significant venture capital investment.
- Strategic M&A and IPOs are key exit mechanisms for VC-backed pharma biotools companies.
- There is a growing preference for platform technologies with broad applications over single-product companies.
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