Sake drums, Takayama

If you are in Pharma business development and licensing (BD&L) then one of the things you may be looking for is opportunity gaps in the market. This means you can either license in new drugs in or partner with other companies to generate optimal combination opportunities for drugs in your pipeline. It’s becoming a real challenge, however, given few companies have all the products they need in their own portfolio.

The risk of signing an expensive deal that doesn’t pan out in the long term, even if heavily milestone orientated, is always there.

Here we highlight an under-rated cancer niche where there is a clear gap in the market.

It discusses how several companies are looking to tackle what could be a commercial opportunity. Will some of the one/two knockout punches proposed stack up when we see the data, or will the companies end up drinking sake to down their sorrows if it doesn’t work out?

This post also analyses some of the recent company news and data then looks at how we see the landscape as it currently stands, and where the future opportunities may lie.

In today’s world where the cost of capital is high – who can’t forget the concept of weighted average cost of capital (WACC) from their MBA case studies – emerging biotech companies can’t afford to make expensive mistakes.

Not only do you need to be science driven, but you have to be commercially aware in how you focus your oncology new products and BD&L activity…

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