Investing in the future of biotech
The biotech sector is at an inflection point, whereas the convergence of technology and science will bring more innovative, targeted, more cost-efficient, and faster-developed therapies to the market. We capture this industry evolution with a strategy whose investments span throughout the entire value chain of drug development and not only limited to drug developers.
The strategy focuses on tomorrow's new generation of tools & diagnostics techs, drugs, and life science services that could revolutionize the future of patient care. Such technologies include genetic medicines, cell therapy and liquid biopsy.
The goal is precision medicine by which more efficient targeted therapies could reduce healthcare spending and possibly trigger a value-based industry.
Artificial Intelligence will become key in molecule modeling. Accurate diagnostic platforms render precision treatments possible while complex drugs will be increasingly manufactured by specialized outsourcing service companies.
The strategy invests in companies with robust and versatile technology platforms, which could disrupt massive markets such as cardiovascular, central nervous system and oncology, or address unique unmet medical needs such as orphan diseases.
Today lines are blurred between pure biotech and pharmaceutical companies as these industries are partially consolidating.
Food and Drug Administration - the first level of decision-making before commercialization:
The FDA does not make decision on drug reimbursement:
A record year for FDA approvals in 2015, followed by an unprecedented low number in 2016 as fewer applications were submitted and complete response letters (CRLs) were sent due to manufacturing practice deficiencies (GMP), again followed by a new record year in 2017 as:
Source: Census Bureau's March 2014, March 2015, and March 2016
Current Population Survey (CPS: Annual Social and Economic Supplements)
Source: AtonRâ Partners, FDA
Obesity is one of the biggest health concerns. Obesity levels are rising. Across the United States, more than one in three adults and one in six children are obese (13% of worldwide obese population comes from the U.S.).
The two countries showing the highest growth in obesity level are China and India (15% of the worldwide obese population) leading to:
Emerging markets will lead the diabetics industry growth. Global executives are expecting 30% of their biopharmaceutical sales to come from emerging markets by 2018.
|Source: MarketLine Industry Profile|
Source: EvaluatePharma 2016
(by number of cases)
Source: AtonRâ Partners, The Lancet
Oncology cases have increased by 17% worldwide during the last 10 years due to aging population (probability increases with age).
Neurological Diseases are affecting more and more people (+35.2% growth from 2005) due to: aging population, obesity, smoking and genetic predisposition.
Infection cases have decreased by 10% during the last 10 years led primarily by decreases in HIV/AIDS and tuberculosis cases.
Diabetes and chronic kidney diseases increased by 30% from 2005 worldwide due to: obesity, high blood pressure, smoking, environmental, inactivity.
Cheaper gene sequencing triggers the development of personalized medicine notably in oncology.
Rare diseases are more and more attractive due to governmental support and higher profit margins.
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