Big Pharma M&A and licensing deal trends in 2025 Amidst turbulent markets, we've still seen robust activity. Some key stats: • 38 total deals (31 licensing and 7 M&A) • ~$60B in total deal volume (~$33B in licensing and ~$27B in M&A) • By volume, ~68% of deal assets were

Landscape of RNAi therapies targeting obesity A comprehensive overview of programs surfaced by Sleuth from patents, company websites, news / press releases, conference abstracts, publications and more. While today GLP1s dominate, numerous companies are working on

Landscape of OXR2 targeting drugs attacking narcolepsy Yesterday, Takeda announced it's oral OXR2 agonist cleared two Phase 3 studies in narcolepsy, opening up a >$3B peak sales opportunity I asked Sleuth to pull together a competitive landscape and flag why analysts

Another $2B COPD opportunity just hit a brick wall. Yesterday, the Roche / Amgen IL-33 Astegolimab missed its primary endpoint in the Ph3 ARNASA study - the second failure of an IL-33 in a few months, after the Regeneron / Sanofi AERIFY-2 study of Itepekimab failed in May

If you're a biotech developing next-gen obesity treatments, here's how you can position for BD success with Pharma I asked Sleuth to analyze 700+ obesity biotech portfolios against Pharma's strategic gaps - two key positioning strategies emerged: 1. Focus on

Biotech leaders - Pharma oncology revolves around backbones & modality-agnostic combos. Miss this and you'll misposition your portfolio. Sleuth AI agents analyzed every major Pharma oncology pipeline over the last few years, tracking modality shifts, combo strategies

2025 YTD licensing deal trends by therapeutic area I used Sleuth to compile & analyze ~400 deals - here are the most compelling insights that emerged: China out-licensing remains dominant, but concentrated • ~21% of all deals, but heavily skewed towards Ph1/2 or

Want to know where Pharma is placing early portfolio bets? Look at their preclinical pipelines. That offers early signal on emerging targets, modality shifts and competitors resource concentration. But aggregating that data (and keeping it up to date in real-time) at scale is