Pathfinders in Biopharma

While the public biotech markets remain volatile, VCs continue to raise new funds. Are we witnessing a renaissance in the private capital markets? The bankruptcy rate of biotechs is historically among the lowest of US publicly traded companies, however, companies are failing and there is still a widely held belief that too many biotech companies are in existence today. What are the hallmarks of companies that will not make it, and when does it make sense to ‘call it’ or divest?

In this episode of Pathfinders in Biopharma, hear from Jerel Davis, Managing Director at Versant Ventures, Otello Stampacchia, Founder & Managing Director at Omega Funds, Simeon George, CEO & Managing Partner at SR One and RBC’s Noël Brown, Head of US Biotechnology Investment Banking, for a roundtable discussion on navigating the path to growth.

Given current macro and regulatory headwinds, determining the optimal time to sell a biotech company is a multifaceted decision that requires careful consideration of several key factors. Hear from industry veterans Ted Love, Marc de Garidel, and Abbas Kazimi who share their insights on a new era of M&A in a panel moderated by RBC Capital Markets Analysts Dr. Brian Abrahams, Dr. Luca Issi and Dr. Gregory Renza.

Hear from Vito Sperduto, RBC’s Co-Head of Global M&A, and his panel of RBC Capital Markets’ expert bankers on how large healthcare firms with strong balance sheets are putting cash to work — driving a ‘fast and furious’ surge of M&A activity in the second half of the year and into 2024. Learn why healthcare momentum is building and how smaller deals are shaping M&A across the sector in the latest episode of Pathfinders in Biopharma.

This podcast also features insights from Andrew ‘Cal’ Callaway, Global Head of Healthcare Investment Banking, Ahmed Attia, Managing Director of Healthcare M&A, and Co-Head of US M&A, David Levin.

This podcast episode was originally broadcast on Strategic Alternatives, the RBC M&A podcast.

Compressed valuations, heightened CEO confidence, and the desire to accelerate top-line growth and scale innovation are the key factors driving healthcare M&A in 2023. As deal activity starts to accelerate, our banking experts are asking, what’s next for the sector? Listen to Pathfinders in Biopharma to find out.

This episode features insights from Vito Sperduto, Co-Head of Global M&A, Andrew ‘Cal’ Callaway, Global Head of Healthcare Investment Banking, Ahmed Attia, Managing Director of Healthcare M&A, and David Levin, Co-Head of US M&A at RBC Capital Markets.

This episode was originally broadcast on Strategic Alternatives, the RBC M&A podcast.

In the latest episode of Pathfinders, Senior Biotechnology Analyst Gregory Renza discusses what’s driving the latest spate of biotech M&A activity — the new players and partnership dynamics that are creating what he calls “a landscape of competition” in the broader market.

In this rebroadcast episode, we flash back to a previous interview with Dr. Ted W. Love, President and CEO of Global Blood Therapeutics (GBT). Dr. Love spoke with our biotechnology analyst Gregory Renza about GBT’s mission-driven culture which led to the development of Oxbryta, the company’s breakthrough sickle-cell treatment, as well as the specific challenges the company faced in tackling a rare orphan disease.

GBT was acquired by Pfizer in October 2022, reinforcing their commitment to sick cell disease and continuing to build on their 30-year legacy in the rare hematology space.

Genetic medicine is poised to unlock more value for patients and investors due to disruptive technologies like mRNA, siRNA and gene editing. With an estimated 27 genetic medicines already approved, RBC’s biotechnology analyst Luca Issi explains how these technologies could be used next, and why companies able to combine the right choice of intervention with strong execution may stand to benefit most.

In the latest episode of Pathfinders, our Healthcare technology analyst Sean Dodge explores a quiet but accelerating revolution in the way US healthcare works – and the new breed of companies poised to benefit.

In this latest episode, our head of biotech research Brian Abrahams shares a big picture analysis of the industry, outlining the long-term disruptions and opportunities ahead for biotech.

In the latest episode of Pathfinders, Noël Brown, Head of US Biotechnology Investment Banking at RBC Capital Markets, reveals why he’s feeling optimistic about M&A in biopharma and how leading in biotech investment and corporates needs visionary long-term thinking.