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市場調查報告書

基因治療分類各種契約動向

Gene Therapy Deal-Making Trends, 2012-17

出版商 Datamonitor Healthcare 商品編碼 618921
出版日期 內容資訊 英文 62 Pages
商品交期: 最快1-2個工作天內
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基因治療分類各種契約動向 Gene Therapy Deal-Making Trends, 2012-17
出版日期: 2018年02月14日 內容資訊: 英文 62 Pages
簡介

本報告針對基因治療分類各種契約、交易動向調查、收購、合作、資金募集主要動向、數量與交易額變化、交易活絡業者、目標疾病、目標領域、主要業者範例分析。

摘要整理

基因治療分類的各種契約

  • 契約數量增加傾向以合作為主
  • 大規模交易 (特別是收購) 為近年基因治療分類契約金額做出高度貢獻

基因治療分類收購

  • 基因治療分類收購數量:安定增加
  • 數件大型交易結果、收購額達數十億美元規模
  • 基因治療、細胞/基因治療:雙方皆以收購為目標
  • 活絡的收購目標疾病領域:癌症、血液疾病
  • 文獻

基因治療分類合作

  • 合作總契約額:達300億美元
  • 總契約額中預付金額比例慢慢縮小
  • 總契約額佔極大比例的10大交易
  • 細胞/基因:慢慢成為合作焦點
  • 癌症基因治療:幾乎是合作目標
  • CAR-T發展的Bellicum:更加活化的授權
  • 文獻

基因治療分類資金募集

  • 基因治療相關企業各種方法的資金募集額達140億美元
  • 基因治療發展商:讓資金募集更活絡
  • 細胞、基因治療企業:提升收益=IPO到前10大
  • 基因編集:基因治療創投前10大展示存在感
  • 文獻

基因治療:範例分析

  • Pfizer:與Bamboo Therapeutics合作、專注於基因治療
  • Gilead:CAR-T的大規模投資
  • Biogen、University of Pennsylvania:有助產學合作
  • Vertex:專注作為囊性纖維化加盟擴大方法之一的基因編輯
  • 文獻

附錄

目錄
Product Code: DMKC0176772

A robust deal-making market has enabled gene therapy drug development to be advanced and adequately funded through alliances and financings, and in many cases has provided exits for investors through acquisitions. The volume of deals in each of these transaction types has experienced some fluctuation during 2012-17, but generally is on an upward trend as companies aim to capitalize on a market that has been reinvigorated with the strong scientific and commercial argument for cell and gene therapies, particularly chimeric antigen receptor T-cell (CAR-T) therapies.

Among acquisitions, there was virtually an even split between targets focused on in vivo gene therapies, or "gene" therapies, and those concentrating on ex vivo "cell and gene" therapies. However, large pharmaceutical buyers were more likely to acquire in vivo therapy developers, reflective more of the disease focus of the target company rather than the overall gene therapy development strategies of the acquirers. Alliances, too, did not show a preference for one approach over the other, but gene therapy companies were more active in aggregate financing than cell and gene therapy players, possibly an effect of the emergence only within the last few years of start-ups founded around CAR-T and other cell and gene therapies.

The broad field of gene therapy may be broken down into two main categories: gene therapy, which mainly involves the in vivo administration of genes, packaged into viral or non-viral vectors, directly into cells inside of the body; or cell and gene therapy, which comprises the ex vivo genetic modification of cells. Certain datasets within the report are split in this manner.

The sources of the deals data throughout the report are Informa's Medtrack and Strategic Transactions.

TABLE OF CONTENTS

EXECUTIVE SUMMARY

GENE THERAPY DEAL-MAKING ACROSS THE INDUSTRY

  • Deal volume is generally increasing, supported by alliances
  • Outlier transactions, especially in acquisitions, have contributed to peaks in gene therapy values in certain years

GENE THERAPY ACQUISITIONS

  • There has been a steady increase in the volume of gene therapy acquisitions
  • Acquisitions have reached multibillion-dollar values, thanks to outlier transactions
  • Both gene therapies, and cell and gene therapies, are the subjects of acquisitions
  • Besides oncology, another active therapy area target in acquisitions is blood diseases
  • Bibliography

GENE THERAPY ALLIANCES

  • Aggregate value for alliances has reached $30bn
  • As time goes on, upfront payments represent a lower proportion of total deal value
  • The top 10 deals captured a large part of the total value
  • Over time, cell and gene therapies have become more of a focus in partnerships
  • Oncology gene therapies are subject of the most alliances
  • Bellicum, a CAR-T developer, is the most active gene therapy in-licenser
  • Bibliography

GENE THERAPY FINANCINGS

  • Companies working in gene therapy have raised $14bn through various financing types
  • Gene therapy developers were more active in financing
  • Cell and gene therapy companies lead the top 10 grossing IPOs
  • Gene editing was well represented in top 10 gene therapy venture rounds
  • Bibliography

DEAL-MAKING CASE STUDIES IN GENE THERAPY

  • Pfizer commits to gene therapy with Bamboo Therapeutics
  • CAR-T is worth billions to Gilead
  • Biogen and the University of Pennsylvania form a lucrative industry/academic partnership
  • Vertex turns to gene editing as another way to extend its cystic fibrosis franchise
  • Bibliography

APPENDIX

  • Scope
  • Methodology

LIST OF FIGURES

  • Figure 1: Gene therapy deals by volume and deal type, 2012-17
  • Figure 2: Most gene therapy deal activity is through partnerships: proportion of gene therapy deal volume by deal type, 2012-17*
  • Figure 3: Gene therapy deals by value and deal type, 2012-17
  • Figure 4: Acquisitions in gene therapy represent the largest value: proportion of gene therapy deal value by deal type, 2012-17
  • Figure 5: Gene therapy acquisition volume and value, 2012-17*
  • Figure 6: Gene therapy acquisition volume by category, 2012-17*
  • Figure 7: Gene therapy acquisition volume proportion by gene therapy category, 2012-17*
  • Figure 8: Gene therapy acquisition volume by therapy area, 2012-17*
  • Figure 9: Gene therapy alliances volume and value, 2012-17*
  • Figure 10: Upfront payments are decreasing as a proportion of total value in gene therapy deals, 2012-17*
  • Figure 11: Upfront and total value averages on gene therapy deals, 2012-17*
  • Figure 12: Gene therapy alliances volume by category, 2012-17*
  • Figure 13: Cell and gene therapies are taking a greater share of alliances, 2012-17*
  • Figure 14: Gene therapy alliances volume by therapy area, 2012-17*
  • Figure 15: Annual gene therapy alliances volume by therapy area, 2012-17*
  • Figure 16: Gene therapy deals by therapy area and category, 2012-17*
  • Figure 17: Cell and gene therapies in oncology: alliances volume and value, 2012-17*
  • Figure 18: Leading companies in gene therapy in-licensing, 2012-17*
  • Figure 19: Big Pharma and Mid Pharma gene therapy in-licensing volume by category, 2012-17*
  • Figure 20: Gene therapy financings by volume, 2012-17*
  • Figure 21: Gene therapy financings by value, 2012-17*
  • Figure 22: Public offerings represent a smaller share in volume, but dominate the value in gene therapy, 2012-17*
  • Figure 23: Gene therapy average per financing values, 2012-17*
  • Figure 24: Gene therapy financing volume by category, 2012-17*
  • Figure 25: Gene therapy financing volume proportion by gene therapy category, 2012-17*
  • Figure 26: Public offering volume proportion by gene therapy category, 2012-17*
  • Figure 27: Private placement volume proportion by gene therapy category, 2012-17*
  • Figure 28: Pfizer and Bamboo Therapeutics: deal structure
  • Figure 29: Gilead and Kite Pharma: deal structure
  • Figure 30: Biogen and the University of Pennsylvania: deal structure
  • Figure 31: Vertex and CRISPR Therapeutics: deal structure

LIST OF TABLES

  • Table 1: Top 10 gene therapy acquisitions by value, 2012-17*
  • Table 2: Top 10 gene therapy alliances by value, 2012-17*
  • Table 3: Top 10 gene therapy IPOs, 2012-17*
  • Table 4: Top 10 gene therapy venture financings, 2012-17*
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