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Global Biopharma Outlook 2011: Rising Stars and Mature Biotech
MP Advisors, Jan 2011, Pages: 150
This report into the rising stars of the non-profitable biotech/ biopharma industry highlights a paradigm shift in the sector. This change is happening in partnering deals and for proof-of-concept, as big pharma are giving more importance to proof-of-relevance. This development along with ‘The Qualifying Therapeutics Discovery Project' fund from the US government has boosted the spirit of research for rising star companies.
In 2010, early-stage compounds or non-validated technologies were being picked up at a premium rate. This report examines this trend and expects it to continue as innovation pours out of these rising star laboratories. In-depth analyses of specific companies and investment recommendations/ valuations are provided in the second part of this outlook. There is an emphasis on innovative biologics/ drugs along with a detailed assessment of technology platforms and IP potential.
Mature Biotech (MB):
MP Advisors' defines Mature Biotech (MB) companies as those which have reached sustainable profitability by generating revenues from product/s innovated, developed and generally commercialized in house.
The first part of the chapter is a macro discussion on whether Mature Biotech is going the big pharma way and discusses the key drivers for the sector and how it survived “Obamanisation and Implementation of the Healthcare Reforms”.
In the second part, individual biotech companies and investment recommendations are assessed in MP's proprietary sum-of-the-part-evaluation. This quantifies the difference between the current equity value, and the value arrived at using MP's valuation method comprising three parts, as described below:
1. The value of marketed products until their respective patent expires.
2. The value of the late stage pipeline as of today (considering only the late stage PhIII and registered products).
3. The value of management's ability to convert the early stage of R&D activities into mainstream products and the company's strategic approach - historical and visionary, by giving a premium to their future cumulative R&D investment.
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