Catenion

Which biopharma companies had the highest R&D productivity and growth in the past year? What were the key drivers behind it? What are the biggest trends propelling the industry at the moment?   Catenion Senior Partner Dr. Markus Thunecke summarizes the main insights of our annual R&D productivity report in this new video. A must-watch! 🔍 Key Highlights: ● Top 30 R&D productivity increased – growing gap between top 10 and rest ● Novo Nordisk tops ranking again – the gift that keeps on giving ● Vertex Pharmaceuticals sits comfortably at number two in R&D productivity ● Will obesity success propel Eli Lilly and Company to $1,000 bn market cap? ● Moderna and BioNTech SE – two diverging strategies ● Enhertu and Daiichi Sankyo US's ADC platform keep winning ● Jazz Pharmaceuticals – rookie in the top 10 ● ...and much more 📈 Read the full report here: https://lnkd.in/d6Cwm4fa Paper authors: Dr. Markus Thunecke, Dr. Erika Kuchen, Dr. Alexander Wallroth Published by In Vivo Citeline, Citeline Commercial   #Catenion #BiophamaConsulting #RnDProductivity #BiopharmaInnovation

🎂 𝗖𝗮𝘁𝗲𝗻𝗶𝗼𝗻 𝗧𝘂𝗿𝗻𝘀 𝟮𝟭! 🎉 Today marks over two decades of our dedication to redefining biopharma R&D strategies. Since 2003, we have been privileged to collaborate with industry leaders, helping them tackle complex challenges, optimize portfolios, and bring impactful innovations to patients. Over the years, Catenion has continuously acted as a trusted partner for forward-thinking solutions. From 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗼𝗳 𝗰𝘂𝘁𝘁𝗶𝗻𝗴-𝗲𝗱𝗴𝗲 𝘁𝗵𝗲𝗿𝗮𝗽𝗶𝗲𝘀 to 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗯𝗹𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀, our work continues to bridge the gap between science and business. A heartfelt thank you to our clients for their trust and collaboration, and to our exceptional team for their creativity and hard work. As we celebrate this milestone, we look forward to continuing to grow and evolve alongside the ever-changing biopharma industry. Here’s to driving transformative change together! 🍾🥂 #Catenion #BiopharmaStrategy #21Years #ManagementConsulting

🧠 𝗪𝗵𝗮𝘁’𝘀 𝗡𝗲𝘅𝘁 𝗶𝗻 𝗡𝗲𝘂𝗿𝗼𝘀𝗰𝗶𝗲𝗻𝗰𝗲? - 𝗞𝗲𝘆 𝗧𝗿𝗲𝗻𝗱𝘀 𝗶𝗻 𝗜𝗻𝗱𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗗𝘆𝗻𝗮𝗺𝗶𝗰𝘀    𝗡𝗲𝘂𝗿𝗼𝘀𝗰𝗶𝗲𝗻𝗰𝗲 is one of the most challenging yet high-priority fields in drug development, driven by significant unmet needs. While the pathophysiology of many neurological diseases remains largely unknown, recent advancements in drug repurposing and novel formulation strategies (e.g., fixed-dose combinations, deuterations) are reshaping the therapeutic landscape.    Using insights from our proprietary 𝗜𝗻𝗱𝗶𝗖𝗮𝘁Ⓒ database, Catenion has analyzed emerging market trends across top neurology indications. Here’s a snapshot of the dynamics:    🔹𝗨𝗽 & 𝗨𝗽  •⁠ ⁠𝗠𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗦𝗰𝗹𝗲𝗿𝗼𝘀𝗶𝘀: 𝘒𝘦𝘴𝘪𝘮𝘱𝘵𝘢 (approved in 2020) offers the convenience of subcutaneous administration with efficacy and safety on par with 𝘖𝘤𝘳𝘦𝘷𝘶𝘴, contributing to its steady market growth.  •⁠ ⁠𝗦𝗰𝗵𝗶𝘇𝗼𝗽𝗵𝗿𝗲𝗻𝗶𝗮: The recent approval of 𝘊𝘰𝘣𝘦𝘯𝘧𝘺 marks a breakthrough, as Karuna Therapeutics (acquired by BMS) paired 𝘹𝘢𝘯𝘰𝘮𝘦𝘭𝘪𝘯𝘦 (noted for its antipsychotic effects) with 𝘵𝘳𝘰𝘴𝘱𝘪𝘶𝘮 𝘤𝘩𝘭𝘰𝘳𝘪𝘥𝘦, balancing efficacy while reducing GI side effects. Although M4-selective PAM seems derisked, Cerevel (acquired by AbbVie) recently failed its Ph2 trial in Schizophrenia.   🔹𝗜𝗻𝗰𝗼𝗺𝗶𝗻𝗴 𝗪𝗮𝘃𝗲  •⁠ ⁠𝗔𝗹𝘇𝗵𝗲𝗶𝗺𝗲𝗿’𝘀 𝗗𝗶𝘀𝗲𝗮𝘀𝗲: Anti-amyloid drugs like 𝘓eqembi and 𝘒𝘪𝘴𝘶𝘯𝘭𝘢 slow disease progression by ~30% but overall have modest efficacy. Future advancements are focused on combination therapies for enhanced efficacy.  •⁠ ⁠𝗠𝗶𝗴𝗿𝗮𝗶𝗻𝗲: Multiple CGRP inhibitors are expanding treatment options, moving beyond traditional pain relief to provide more targeted solutions.  •⁠ ⁠𝗗𝗲𝗽𝗿𝗲𝘀𝘀𝗶𝗼𝗻: With 𝘚pravato, the focus is shifting toward faster-acting treatments in psychiatry, with new research paving the way for safer, rapid-onset options.    🔹𝗦𝗹𝗼𝘄 𝗥𝗶𝘀𝗲𝗿𝘀   While multiple indications (e.g. SMA, Epilepsy, Parkinson's Disease) have strong sales drivers, the projected increase in sales is expected to be slow until 2030.    ❓ 𝗪𝗮𝗻𝘁 𝘁𝗼 𝗱𝗶𝘃𝗲 𝗱𝗲𝗲𝗽𝗲𝗿? Reach out to schedule a 1-on-1 discussion with us!    With over 20 years of experience, Catenion partners with investors, biotech companies, and pharmaceutical leaders to guide R&D and strategic decisions.    🔔 For more insights on biopharma trends, follow us and explore our weekly #CatenionInsights  📝 Discover more on our website: https://lnkd.in/eMFmUWbs Credits: Veronika Shamova, Marija Liutkutė, PhD, Jamie Lin, Dr. Mayur Vadhvani    #Neuroscience #ManagementConsulting #DrugDevelopment #Alzheimers #Migraine #Schizophrenia #MultipleSclerosis #Depression #CNS #Biopharma #RnD #Innovation #CatenionInsights #WhatsNextinNeuroscience 

🔪𝗧𝗵𝗲 𝗔𝗻𝗮𝘁𝗼𝗺𝘆 𝗼𝗳 𝗮 𝗕𝗹𝗼𝗰𝗸𝗯𝘂𝘀𝘁𝗲𝗿: 𝗣𝗮𝘁𝘁𝗲𝗿𝗻𝘀 𝗶𝗻 𝗢𝘃𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗿𝘀 & 𝗨𝗻𝗱𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗿𝘀 𝗕𝗹𝗼𝗰𝗸𝗯𝘂𝘀𝘁𝗲𝗿 𝗱𝗿𝘂𝗴𝘀—those generating over $1 billion in annual revenue—are a coveted goal in biopharma, offering stable returns that offset R&D costs. Catenion’s analysis of blockbusters approved up to 2019 highlights how actual sales five years post-approval often differ significantly from early forecasts. 𝗪𝗵𝗮𝘁 𝗦𝗲𝘁𝘀 𝗢𝘃𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗿𝘀 𝗔𝗽𝗮𝗿𝘁? One-third of the blockbuster drugs had two times higher actual sales than their forecasted sales •⁠ 𝗧𝗵𝗲𝗿𝗮𝗽𝗲𝘂𝘁𝗶𝗰 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: "Pipeline-in-a-drug" blockbusters like Keytruda and Dupixent expand across indications to optimize life cycle management •⁠ 𝗘𝘅𝗰𝗲𝗲𝗱𝗶𝗻𝗴 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗲𝘅𝗽𝗲𝗰𝘁𝗮𝘁𝗶𝗼𝗻𝘀: overperformers advance to earlier treatment lines due to their strong efficacy and safety data     •⁠ 𝗗𝗮𝗿𝘇𝗮𝗹𝗲𝘅: demonstrating additional, meaningful benefits in combination with other drugs, moving to the front line of multiple myeloma treatments     •⁠ 𝗙𝗮𝗿𝘅𝗶𝗴𝗮: improving glycemic control while reducing the risk of heart failure in type 2 diabetes patients 𝗨𝗻𝗱𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗙𝗮𝗰𝘁𝗼𝗿𝘀 Approximately 20% of blockbusters did not meet their forecasted sales. Challenges include: •⁠ 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝘁𝗶𝗺𝗶𝗻𝗴 𝗿𝗲𝗹𝗮𝘁𝗶𝘃𝗲 𝘁𝗼 𝗹𝗮𝘂𝗻𝗰𝗵: The closer the forecast is made to the product launch, the more accurate it tends to be. Yet, some forecasts deviate – can longer lead times still yield accurate projections? •⁠ 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝗹𝗲𝘃𝗲𝗹: Is the asset a next-generation iteration of an existing class, or is it a true breakthrough? Game-changers often defy typical sales patterns, while incremental improvements may align more closely with established benchmarks 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 •⁠ 𝗢𝘃𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗿𝘀: Fulfill unmet needs, show clear efficacy and safety, expand target patient population, and innovate in low-competition areas •⁠ 𝗨𝗻𝗱𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗿𝘀: High pricing, payor pushback, safety/efficacy concerns, and crowded markets limit potential Interested in learning more? Catenion has 20+ years of experience working with investors, biotechs, mid-size and big pharma to make R&D and business strategy decisions. Reach out if you'd like to learn more about our services or discuss past and upcoming blockbusters in the biopharma industry! 𝘊𝘳𝘦𝘥𝘪𝘵𝘴 𝘵𝘰 Dr. David Puga Damir Omerbasic, PhD Pascal Joly #CatenionInsights #BiopharmaConsulting #RnDStrategy #BlockbusterDrugs #Biotech #Pharma

📢 Attention Biopharma Professionals and Aspiring Scientists! 📢 Looking to deepen your understanding of market dynamics and elevate your impact in R&D strategy? Whether you're a scientist building your toolkit or a biopharma professional aiming to refine your insights, don't miss Catenion's upcoming workshop!   Join our Senior Consultant, Duc, as he leads an in-depth discussion on "Market & Indication Analysis" in the biopharma R&D landscape, covering essential insights into treatment algorithms and the evolving market environment.   •⁠ ⁠How can insights into R&D pipelines help you anticipate industry shifts and stay competitive? •⁠ ⁠What tools and techniques can companies use to effectively monitor and analyze competitors’ R&D progress in pharma? •⁠ ⁠In a rapidly evolving R&D landscape, how can you identify and respond to potential disruptors or emerging competitors   🗓️ When: November 15, 2024 | 10-11 am CET 📍 Where: MDC.C Dendrite & Zoom Robert-Rössle-Str. 10, 13125 Berlin, Germany 🔗 Register Here to attend online or in person: https://lnkd.in/eTwwHKEb   #CatenionWorkshop #BiopharmaStrategy #MarketAnalysis #IndicationAnalysis #BiotechCommunity #RnD

I will be attending the Riyadh Global Medical Biotechnology Summit from November 10-12. Looking forward to engaging in discussions on recent advancements and connecting with leaders across the field. #RGMBS2024

💊 Beyond weight loss – 𝐖𝐡𝐚𝐭’𝐬 𝐍𝐞𝐱𝐭 𝐢𝐧 𝐌𝐞𝐭𝐚𝐛𝐨𝐥𝐢𝐜 𝐃𝐢𝐬𝐞𝐚𝐬𝐞𝐬? Catenion is closely tracking current and upcoming trends in metabolic diseases. We see the field moving towards holistic, integrated approaches that extend beyond weight loss to address co-morbidities and improve overall health. At #ObesityWeek, hot topics included next-generation obesity treatments, the role of telehealth in patient-centered care, navigating market access challenges, and innovative areas, such as lean muscle preservation. With the GLP-1 class‘s coming-of-age in metabolic health, new opportunities are emerging to redefine treatment for conditions such as 𝐭𝐲𝐩𝐞 2 𝐝𝐢𝐚𝐛𝐞𝐭𝐞𝐬, 𝐨𝐛𝐞𝐬𝐢𝐭𝐲, and 𝐌𝐀𝐒𝐇. Our latest infographic highlights emerging innovations—from AI and machine learning in drug discovery to advanced cell and gene therapies. Curious about What's Next in Metabolic Diseases? Reach out to our team to learn how our strategic insights can help navigate this rapidly evolving landscape. #MetabolicDiseases #Biopharma #Type2Diabetes #ObesityTreatment #MASH #MarketAccess #TeleHealth #PatientJourney #WhatsNextInMetabolicDiseases

At Catenion, we are proud to support 𝐞𝐚𝐫𝐥𝐲 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 and the 𝐛𝐢𝐨𝐩𝐡𝐚𝐫𝐦𝐚 𝐞𝐜𝐨𝐬𝐲𝐬𝐭𝐞𝐦 through insightful career talks and workshops.   Recently, we had the privilege of partnering with Nucleate Germany and engaging with a distinguished group of scientists from the Berlin community, exploring the intricate realm of 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐢𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 with our consultants Duc Vu (Vũ Trọng Đức) and Jamie Lin.   📌𝐅𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 for updates on 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 and upcoming workshops.   #BiopharmaConsulting #RNDProductivity #CompetitiveAnalysis

Every two months, our Catenion team comes together in the Berlin office to reconnect, collaborate, and have some fun! With colleagues joining us from both near and far, it's a great opportunity to strengthen our bond beyond virtual screens. We kicked off with a delicious brunch and shared updates on our latest projects and internal development. Then, it was off to #BeachMitte for some spirited beach volleyball. It was fantastic to see everyone not only agile in the workplace but also on the field! Here's to more memorable team days and shared victories on and off the field 💪🏐   #TeamCatenion #TeamBuilding #AgileTeam #BerlinOffice #TeamDay

💊Join our consultants Duc Vu (Vũ Trọng Đức) and Jamie Lin for an insightful talk on 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐢𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞, supporting Berlin's biotech community with strategic insights. Don't miss the chance to enhance your competitive edge in a rapidly evolving landscape! 🔗 Register Here: https://lu.ma/mvfkeavi