Hanson Wade’s Post

Needless to point out, the world of antibody-drug conjugates (ADCs) is booming with record investments and groundbreaking advancements in the recent years. Today, significant strides are being made in Asia, bolstered by robust biopharma ecosystems and strong government support, positioning the East as a formidable player in the ADC space. Despite this progress, a gap persists in the biopharma community's engagement with the East. This strategic oversight could cost Western companies in terms of innovation, market access, and competitive advantage. However, this gap also presents significant opportunities for partnerships that can reduce risks and foster mutual growth, accelerating global biotech advancements and improving patient access to groundbreaking therapies. Key questions arise: How is the East’s ADC market positioned? And what should the West do to ‘bridge the gap’ and capitalize on opportunities in the East? Highlights from our comprehensive landscape report include: Pipeline and Developer Status: While most ADC biopharma are headquartered in the West, the East has seen significant growth since 2021. Countries like China, South Korea, and Japan offer substantial potential due to their increasing healthcare expenditures and aging populations. Regulatory Complexities: The East's streamlined drug registration processes and expedited pathways for innovative therapies are creating favorable environments for market expansion, attracting foreign investment, and ensuring swift patient access. Deals Status: Asia, led by China, is rapidly gaining ground in deal activity, surpassing Europe and highlighting the region's rising influence. Notable collaborations, such as South Korea’s Celltrion Inc partnering with WuXi XDC, underscore the potential of cross-border partnerships to accelerate ADC innovation. Our senior market analyst, Sophia Shamsi, has diligently compiled a comprehensive landscape report on ADCs bridging the East-West divide. You can access the report here: https://lnkd.in/ghb5ZTES Stay tuned for more reports like this by following us at Hanson Wade Intelligence, and please feel free to drop us a message if you have any questions at all! This report was made possible with the drug and clinical trial data captured by Beacon. #ADC #BiotechInnovation #PharmaPartnerships #ADCResearch #DrugDevelopment #LifeScienceMarketResearch #LifeScienceConsulting #TargetedTherapies #Oncology

In the image below we see our largest segment breakdown that has contributed to our performance over the last year - we had some great performance from our biggest core holdings inside the fund. #LargeCapPharma - this fiscal year our largest names were Eli Lilly and Company and Novo Nordisk, the big winners in the weight loss space and have been generating great performance. Eli Lilly was 366 basis points, Novo Nordisk 261 basis points. The top 3 and 4 performers came from #MedTech companies, Intuitive Surgical Devices with 226 basis points and Boston Scientific 165 basis points. In 5th position was #Biotech company Mirati Therapeutics Theraputics. We had a small amount of negative attribution from #Privates, #Japan, and #China. #EmergingMarkets have just started to see some spring blossom in recent weeks, but overall in the fiscal year we lost money in #China but made some gains in #India. You can watch the latest presentation here 👉 https://lnkd.in/eJkQwGYb February factsheet: https://lnkd.in/efuAs2PB Find out more here: https://lnkd.in/eRNN7UZ6 Investments involve risks. The value of investments and income derived from them may go down as well as up and you may not receive back all the money which you invest. Past performance is no guarantee of future performance.

This is a fascinating piece from our intelligence team on the divide between the East and West regarding ADC development. Hot off the delivery of our first ADC event in Asia in over 5 years seeing firsthand the excitement in this geo is clear to see. There is clearly an upcoming seminal political moment in how the US works with China moving forward but given the advancements with companies like WuXi XDC spearheading the charge, can companies really afford to not work with the industry leaders? Will be interesting to see how the variables of cost, environmental sustainability, proven track record, and technical skill weigh up when it comes to supplier selection moving forward. Does anyone have any predictions to how supplier relationships will develop in the next 5 years? World ADC Event Series

🌟 Excited for the 2024 ISPE Europe Conference? So are we! PQE Group will be there, sharing the latest in pharma and biotech. 🚀 👀 Swipe our post for cool insights from our experts. 📍 Don't forget to swing by Booth 107 to chat with us! 📩 Want to dive deeper? Book a meeting with one of our experts! Write to us at meetings@pqegroup.com. Save the date, and let's meet there! #PQEGroup #ISPEEurope #ISPEAnnualConference #InnovationUnleashed

Thrilled to Share: Virtual Conference Participation I'm honored to have participated in the prestigious virtual conference on "Advanced Drug Discovery and Development" organized by ShanghaiTech University from November 11-13, 2024. Over three enriching days, I engaged with global experts and delved into cutting-edge topics: - Emerging New Drug Modalities (Nov 11) - Drug Target Identification and Validation (Nov 12) - Advanced Lead Discovery and Generation Technologies (Nov 13) This conference provided invaluable insights into the latest advancements and future directions in drug discovery and development. I'm eager to apply the knowledge gained and collaborate with fellow professionals to drive innovation in the field. #ShanghaiTechUniversity #AdvancedDrugDiscovery #VirtualConference #PharmaceuticalInnovation #DrugDevelopment #Networking #KnowledgeSharing

🚨🚨 Hot take on Chinese biotech licensing trends by Max Bayer at Fierce Biotech. 🇨🇳🇺🇸 Last year was the first time that the number of out-licensing deals in China exceeded in-licensing deals, indicative of a burgeoning innovative biotech scene that’s attracting cross-region interest. Chinese biotechs executed 63 cross-region out-licensing deals in 2023, a record for the industry and an 80% increase compared to 2022, according to data from China-based life science advisory firm YAFO Life Sciences. In-licensing deals fell by 56% over the same period, from 59 to 26, the data show. Read the article: https://lnkd.in/eYA3XCfu

Receptor.AI Opens New Headquarters in Boston, Placing Itself at the Heart of the U.S. Market! As we expand our U.S. presence, Receptor.AI has established new headquarters in Boston, Massachusetts, while maintaining our existing headquarters in London, United Kingdom. This strategic move positions us at the center of one of the world’s leading biotech and pharmaceutical hubs. "Expanding to Boston allows us to collaborate more closely with our innovation-driven U.S. partners and immerse ourselves in a vibrant biotech community," said Alan Nafiiev, CEO of Receptor.AI. In conjunction with Receptor.AI’s growth, we have expanded our team to 35 members, including industry veterans who have successfully brought numerous drugs to market. Their expertise will be invaluable in further strengthening our competitive advantage in the market and aligning our technologies with industry needs. 👉 Read more about our move here: https://lnkd.in/eUEbCfPu We look forward to engaging in cutting-edge R&D collaborations with the world’s most innovative organizations in Boston. #Boston #Cambridge #AI #DrugDiscovery #Biotech #ArtificialIntelligence #Innovation #BiotechHub

The Gothenburg region excels in life science innovation. The recent investment from #ThermoFisherScientific proves it. In late 2025, the Fortune 500 giant will open its bioanalytical laboratory at GoCo Health Innovation City, next to AstraZeneca's R&D site. This state-of-the-art facility will cover 2,700 square meters and create 140 new jobs, from research roles to managerial positions. Thermo Fisher's entrance represents a significant advancement in bioanalysis, providing support to pharmaceutical and biotechnology clients through a range of services. The region has a rich history in medicine, having developed the world's first effective drinkable cholera vaccine and this legacy is a strong foundation for ongoing innovation. "This expansion reflects our commitment to delivering precise, timely data for informed decision-making," says Leon Wyszkowski, president of analytical services at Thermo Fisher. I'm glad that such big companies are noticing the Gothenburg region. With such a dedicated focus, the region's growth in the life sciences space seems unstoppable. Have you worked with a company in Gothenburg's life science sector? Share your story in the comments below! #Innovation #DrugDevelopment #Pharma #Sweden

🌟 Dr. Reddy's Laboratories launches Toripalimab in India, bringing new hope in immuno-oncology treatments! Know complete story: https://lnkd.in/dW-Aw4Gr 💊 Innovent Biologics secures a spot for its key drugs on the NRDL, expanding access to advanced treatments in China! Know complete story: https://lnkd.in/dgJmuvXu 🤝 Huons BioPharma strengthens its aesthetics portfolio through a strategic partnership with #VERNI, advancing beauty solutions! Know complete story: https://lnkd.in/dTaEu-TJ 🚀 Bayer launches Co.Lab Berlin, fostering collaboration and innovation in life sciences and digital health! Know complete story: https://lnkd.in/dE_v4SE2 #PharmaNews #ImmunoOncology #GlobalHealth #PharmaceuticalIndustry #HealthcareInnovation #Collaborations

The lab automation in drug discovery market is growing steadily, projected to increase from $6.13B in 2023 to $6.47B in 2024 at a CAGR of 5.6%. This growth is driven by the complexity of drug discovery, demand for efficiency, and rising labor costs. By 2028, the market is expected to reach $7.96B (CAGR 5.3%), fueled by expanding drug pipelines, personalized medicine, and emerging technologies like microfluidics. The rise in precision medicine is a key driver, with lab automation enhancing research efficiency and precision. Major players are like Thermo Fisher Scientific, Abbott., Beckman Coulter Diagnostics, Siemens Healthineers Read more https://lnkd.in/gTMKhj7w #LabAutomation #DrugDiscovery #PrecisionMedicine #PharmaInnovation #AutomationTechnology #marketresearch #marketintelligence #marketreport #industryanalysis #TheBusinessResearchCompany #TBRC #GlobalMarketModel