New drug technologies for today’s diseases
The investment universe focuses on tomorrow's new generation of drugs that might revolutionize the future of biotechnology. Such technologies include RNA-based drugs, cell and gene therapies, in addition to a new generation of vaccines.
Medical innovations will allow for more personalized treatment and better diagnosis. Such innovations are further supported by authorities such as the FDA that encourages the approval of this new generation of drugs by recruiting specialized teams and establishing specific guidelines.
Research and development, through partnerships or M&A, will continue to play a strategic role for companies seeking innovation.
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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