INDUSTRY
VANTAGE 2020 PREVIEW Evaluate provides trusted commercial intelligence for the healthcare industry. Below are highlights from their Vantage 2020 Preview of the biopharma sector.
Vantage Editor Lisa Urquhart (r.) interviews report author Amy Brown about the key themes from the Vantage 2020 Preview. BIOPHARMA IS BRACED FOR A ROCKY RIDE IN 2020 The highlights: • Rhetoric around drug pricing is only going to increase as the US presidential election gets closer, keeping a sector already unpopular with voters under the spotlight • The IPO window is not expected to completely close in 2020, but equity investors are probably not
going to be as receptive as in 2019. Venture investors too could adopt a more prudent stance towards financings, particularly if it starts to look like their own funds will need to last longer. • The unpredictability of stock markets and other macro-economic issues mean it is hard to predict how the financial health of the sector might change. Events from
outside the sector can quickly shift sentiment towards the high-risk drug development industry • This report pinpoints the sector’s biggest sales growth drivers next year, and highlights the companies that are capturing that growth. Certain mechanisms of action are projected to add billions of dollars in extra revenues in 2020, while there are surprisingly few brakes
Vantage 2020 Preview, © Evaluate Ltd. To see the full report, go here. 33 | HS&M JANUARY/FEBRUARY 2020
