U.S. biopharma companies are increasingly licensing innovative drug candidates from Chinese firms, fueled by China’s biotech advancements, lower costs, and a surge in available assets, with DealForma data highlighting the trend. This growing shift is reshaping the global biopharma landscape, creating both opportunities for efficiency and concerns about the future of U.S. biotech startups. Read the article here

David Wainer at The Wall Street Journal reports on the recent trend of Chinese biotechs developing drugs faster and cheaper than their U.S. counterparts and global pharma sourcing close to 30% of their large deals from here. DealForma and Tim Opler at Stifel provided the data and context. Check out the article here.

John Carroll presents the biopharma deals and funding numbers for 2024. Some charts are bullish — especially deal numbers and VC cash. DealForma is always happy to provide the data and charts for ample review of biopharma dealmaking going into the new year. Check out the article here.

Last week, the biotech market experienced extreme volatility, driven by sharp policy reversals on tariffs, aggressive trading behavior, and increasing concerns about the sector’s viability, though some signs point to potential recovery later in 2025. Data, in part from DealForma, highlights M&A activity by private equity firms alongside broader market trends. Read the article here

The J.P. Morgan biopharma and medtech reports are here for 2024 covering therapeutics and medtech licensing and funding to explore the movement in each sector, offering insight into industry and investment trends that defined the fourth quarter of 2024 and will shape the start of 2025. The reports, powered by DealForma, are available here.

Stifel’s Biopharmaceutical Outlook for 2025 and review of 2024 reveals the challenges for the biotech market as we start the year. DealForma data highlights the trends in licensing, M&A, and investment. Definitely an important weekly report from Tim Opler and team. Read the article here

Deals and funding for cell and gene therapies have declined from recent highs, but emerging technologies and new applications may drive a rebound, supported by data from the DealForma database. Read the article here

Raveena Bhambra from Nature reports that nucleic-acid-based drugs are driving broader investments, dealmaking, and market expansion beyond rare diseases, with DealForma providing the deal history. Read the article here

Bruce Booth presented the Atlas Venture 2024 Year in Review in the most valuable hour reviewing licensing, venture, drug development, M&A and more. Honored to be a data source with DealForma in the charts. Watch this presentation.

Bloomberg, citing DealForma data, reports Western pharma firms spent $3.15 billion on Chinese drug molecules in 2024, a rare collaborative bright spot facing heightened scrutiny under Trump and the Biosecure Act. Check out Bloomberg’s report.

Stifel’s weekly biopharma update, with data partly compiled by DealForma, highlights industry uncertainty from U.S. Election volatility, steady IPO activity, subdued M&A, and promising obesity drug developments, with new research linking sugar addiction to obesity management. Check out Stifel’s report.

Stifel’s weekly biopharma update covers biotech’s strong 2024 performance, Starboard Value’s activist move on Pfizer, and China’s shifting biotech sector, with data partly compiled by DealForma, plus insights on M&A trends and macroeconomic factors. Check out Stifel’s report.