Epoch 39: Building Commercial Biotech Capability

Trend Analysis, Case Study, Strategies for Commercialization

Hello Avatar! Welcome back for another week of biotech analysis. Today is Sunday, which means this is our Building Biotech newsletter that is focused on discussing biopharma strategy topics. Today, we’re addressing a topic that has been on our radar for a while. Many of you closely tracking the biotech market are familiar with Madrigal, a prominent company with an approved blockbuster product that has yet to be acquired by big pharma. In a market where pharma is always on the hunt for the next blockbuster, it begs the question—why have these largely de-risked assets remained independent? In this issue, we’ll explore the reasons behind their continued autonomy and discuss key strategies for biotech companies looking to build their own commercial capabilities.

If you're not subbed yet click the link below.  Every Thursday we are out with our FREE public/private biotech market update. Sundays are the days we focus on forward looking strategy.  Monday’s are for public equity research.  Tomorrow we will focus on Verastem (VSTM) who is set to shake things up. Results from the pivotal Phase 2 RAMP-201 Avutometinib +/- Defactinib trial in Low-Grade Serous Ovarian Cancer (LGSOC) are just around the corner. With options pricing signaling a staggering 155% implied volatility, the market is anticipating major action. Stay tuned, this could be a defining moment!

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Enough shilling for the day, lots to cover this week, let's get started!

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Introduction

As mentioned above, today we are going to get into a topic that has been on our mind for sometime now.  Many of you who follow the biotech market closely are aware of examples of companies with approved products which have not been acquired (yet) by pharma.  In a world where pharma is looking under every stone to find the next blockbuster, one has to wonder why these largely derisked assets have not been acquired?  Today we will get into all of that.  

The Shift Toward Independent Commercialization in Biotech

Over the past few years, the biotechnology industry has witnessed a significant transformation in how companies approach commercialization. Traditionally, biotech firms would develop promising therapies up to a certain stage before being acquired by larger pharmaceutical companies, which would then lead the commercialization efforts. However, the slowdown in M&A activity over the past two years has forced many biotechs to pursue commercialization activities independently, without relying on a pharmaceutical partner's resources and budget.