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My interview article was published today on Columbia Business School website. https://lnkd.in/eN3FiAKN
My interview article was published today on Columbia Business School website. https://lnkd.in/eN3FiAKN
Liked by Ellen S. Baron
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We are pleased to have hosted Jefferies’ third Women in Luxury, Beauty & Wellness Conference, which took place in Paris and welcomed some of the…
We are pleased to have hosted Jefferies’ third Women in Luxury, Beauty & Wellness Conference, which took place in Paris and welcomed some of the…
Liked by Ellen S. Baron
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Immuno-Oncology: Unicorns, China And The Perfect Storm
In Vivo
There is a unique phenomenon being realized in immuno-oncology deal-making compared with other segments in the life sciences sector – an apparent uncoupling between risk and return on invested capital, as early assets provide similar liquidity to more mature assets. Unicorn transactions have emerged in the IO sector, as well as never seen before partnerships, financing deals that regularly hit above $200 million, and multibillion-dollar acquisitions and IPO valuations. The market is optimizing…
There is a unique phenomenon being realized in immuno-oncology deal-making compared with other segments in the life sciences sector – an apparent uncoupling between risk and return on invested capital, as early assets provide similar liquidity to more mature assets. Unicorn transactions have emerged in the IO sector, as well as never seen before partnerships, financing deals that regularly hit above $200 million, and multibillion-dollar acquisitions and IPO valuations. The market is optimizing multiple paths to liquidity at all stages of development and experiencing a shortening in time to exit, which is further propelling investor appetite.
So what? As IO drugs demonstrate robust clinical potential and early movers reap market rewards, the segment continues to attract significant interest from the investor community as well as pharma and biotech players, triggering highly competitive behavior and intense transactional activity. IO may be the perfect storm for venture returns. It represents a radical change from traditional cytotoxic drugs, the capital markets are booming, and traditionally slow regulators have catalyzed meaningful new product approvals based on unprecedented clinical data. This is driving VCs flush with cash to engorge new IO market entrants with capital to hit value-inflecting milestones. Coupled with large players jumping at early M&As, biotech companies are enjoying a high probability to exit early.
The question that remains: are we in the midst of a transformational inflection point in scientific progress leading to meaningful improvements in clinical outcomes or are we witnessing irrational exuberance by investors and strategic players leading to unduly escalated asset values? Time will tell.
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More activity by Ellen S.
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I'm excited to announce our portfolio company EyeBio has been acquired by Merck! Congratulations to the team including CEO David Guyer.
I'm excited to announce our portfolio company EyeBio has been acquired by Merck! Congratulations to the team including CEO David Guyer.
Liked by Ellen S. Baron
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Here’s a recap of 15 of the biggest biopharma M&A deals in the last 4 months, and a deep dive on three that stood out: 1️⃣ Taro Pharma: Sun Pharma’s…
Here’s a recap of 15 of the biggest biopharma M&A deals in the last 4 months, and a deep dive on three that stood out: 1️⃣ Taro Pharma: Sun Pharma’s…
Liked by Ellen S. Baron
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Outcome Capital welcomes Stan Glezer, MD, MBA. He will be a tremendous asset to our firm and to our clients. Dr. Glezer's years of experience in…
Outcome Capital welcomes Stan Glezer, MD, MBA. He will be a tremendous asset to our firm and to our clients. Dr. Glezer's years of experience in…
Liked by Ellen S. Baron
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I invite you to subscribe to my new Substack column “Futures” - it’s about possible futures at a moment when what’s to come could be wondrous - or…
I invite you to subscribe to my new Substack column “Futures” - it’s about possible futures at a moment when what’s to come could be wondrous - or…
Liked by Ellen S. Baron
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BioPharma Sector highlights at your fingertips.
BioPharma Sector highlights at your fingertips.
Shared by Ellen S. Baron
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Syncona CEO, Chris Hollowood, featured on a panel at the London Stock Exchange’s Annual Investment Funds Conference sharing his thoughts on the…
Syncona CEO, Chris Hollowood, featured on a panel at the London Stock Exchange’s Annual Investment Funds Conference sharing his thoughts on the…
Liked by Ellen S. Baron
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So excited to join Mirror Biologics and help bring improved cancer therapy to patients in need!
So excited to join Mirror Biologics and help bring improved cancer therapy to patients in need!
Liked by Ellen S. Baron
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Significant progress made in just a years time. Should this be now #2not30?
Significant progress made in just a years time. Should this be now #2not30?
Liked by Ellen S. Baron
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Congratulations to Nvelop Therapeutics on their official launch from stealth!
Congratulations to Nvelop Therapeutics on their official launch from stealth!
Liked by Ellen S. Baron
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We’re delighted to launch our newest Founded Entity Seaport Therapeutics, which is poised to deliver the innovative #neuropsychiatric medicines…
We’re delighted to launch our newest Founded Entity Seaport Therapeutics, which is poised to deliver the innovative #neuropsychiatric medicines…
Liked by Ellen S. Baron
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