Biopharma Dealmaking in Uncertain Times

1:00 PM - 2:00 PM (EDT), Monday, June 5, 2023 ・ Session Room 206AB
The pharma industry is facing a wave of loss of exclusivity estimated at $200B through 2026 and insufficient de-risked pipeline to make up for that lost revenue. The biotech pipeline remains innovative but is not large enough to overcome this deficit by itself. The balance sheet of the industry is estimated over $1T and that can be deployed towards these channels. So the biopharma industry is facing a conundrum on how to continue to innovate, use BD&L and M&A as valid vehicles to continue its growth trajectory in a macro environment that is showing a slowdown in GDP growth, increased cost of capital, continued volatility, supply chain constraints, and geopolitical tensions.

The question is whether there are sufficient assets in size and differentiation to address unmet medical needs and can help lift the industry back to its growth trajectory.
Global Deals Leader, Life Sciences
Board Member, Indivior; Senior Advisor, Life Sciences
Assoc VP Business Development & Licensing
Aisling Capital LLC
Chief Executive Officer
Roivant Sciences