Pharmaceutical Drug Development Sector Scorecard, Q2 2022 Update - Thematic Research

Pharmaceutical Drug Development Sector Scorecard, Q2 2022 Update - Thematic Research

Summary

The Genomics Landscape Continues to Be Dynamic in Q2 2022 With Less Activity Seen in Immuno-oncology. The genomics landscape was active in Q2 2022, with scores increased for several companies. This includes Merck & Co, whose score increased to 4 due to an increase in forecasted sales for several Phase II candidates, including its oncolytic vaccine Cavatak (gebasaxturev), an mRNA vaccine, and its recombinant vector vaccine V-184 for Chikungunya fever. In April 2022, Regeneron acquired Checkmate Pharma, and its Phase III oligonucleotide vidutolimod, for $250 million. Also in April 2022, Cadila Pharmaceuticals launched its recombinant vector vaccine for rabies, ThRabis. Compared to previous quarters, the immune-oncology landscape was less active in Q2 2022.

Activity Also Seen in Regenerative Medicine, Nanotechnology, and Rare Diseases: In Regenerative Medicine, AstraZeneca saw an increase in its score due to forecasted global sales for its oligonucleotide AZD-8601 and an increase in posted jobs in Q2 2022. AbbVie’s score for nanotechnology was changed to 5 due to an increase in forecasted global sales for its antibody drug conjugates (ADC) ABBV-154 and telisotuzumab vedotin. In June 2022, it was rumored that Merck & Co could acquire Seagen, a leader in the development of ADCs in oncology. GSK’s score for Rare Disease increased to 5 due to the announcement in April 2022 that it was to acquire Sierra Oncology for $1.9 billion.

Scope

• GlobalData’s Drug Development Scorecard provides a top-down, comprehensive outlook for the key players in the drug development sector over the next two to four years, based on 10 of the major themes set to transform the landscape.
• These 10 themes are Immuno-oncology, Regenerative Medicine, Precision & Personalized Medicine, Rare Disease, Biosimilars, Genomics, Microbiome, Nanotechnology, Strategic Alliances, and Artificial Intelligence,
• The scorecard includes 53 companies from across the industry, including biopharmaceutical companies, biosimilar and generic manufacturers, contract development and manufacturing organizations (CDMOs), and contract research organizations (CROs).
• It is important to note that this scorecard is not an assessment of current performance of a company in a theme, but a view of future performance based on current levels of activity and investment.
• The methodology section contains information on what data sources were used to generate the thematic scores for each company.
• The scorecard is live on the PIC and will be updated quarterly.

• Identify the key drug development themes for the next 2-4 years and learn how they will impact the market.
• Understand which key themes should be addressed to drive share price.
• Understand which companies are best positioned for success within critical themes and why.
• Learn which companies have underinvested in key themes and are most vulnerable to disruption.
• Help companies adapt their strategy to anticipate and benefit from these themes as they play out.
• Help identify future winners and losers in drug development to inform partnership strategies.