Datamonitor Healthcare’s PharmaVitae team explores the value in the flurry of recent deals, shedding light on incentives and how they may influence the market and future deal-making. With short-term challenges seeing top line revenue from the PharmaVitae portfolio to grow by a modestly in 2016, transactions will aim to counter industry headwinds. Amidst market turbulence, companies will continue their search for mid-sized pipeline-centric growth assets, given increasing cash balances and uncertain revenue projections. Will M&A continue to remain an appetizing strategic policy to fuel further consolidation?

Analysis structure

Explore and visualize M&A dynamics in the pharmaceutical and biotechnology industries:

• executive summary
• trend analysis
• major deal discussion
• looking ahead
• potential targets

Key questions answered

• Explore and assess recent deals based on deal size and company type
• How is the industry using M&A as a vehicle to propel a strategy for growth?
• Delve deeper into the largest deals of 2015
• What’s the outlook for M&A in 2016?
• What companies are still out on the prowl for M&A deals?
• What companies constitute the most likely targets?

Highlights

• $437bn worth of deals has been completed in 2015 for pharmaceutical and biotechnology companies.
• Biggest deal: Pfizer’s $160bn deal for Allergan will becomes the biggest deal in the industry’s history
• Biggest spenders: Companies in Datamonitor Healthcare’s PharmaVitae portfolio were involved in $385bn worth of deals
• Portfolio transformation: Companies continue to explore asset stripping
• Targeted deal-making: Companies continue to gain a larger foothold in therapeutic areas of strength
• Tax-inversions: Tax-inversions have spilt over in 2015
• 2016 Outlook: Pipeline-centric acquisitions will continue to bolster companies that have remained largely passive