deals, pipeline and more: Pullan's Pieces #219:
XBI vs Exits, Top 10 pharma VC deals, Huntington's disease, What's big in Japan. bit.ly/4oHCBSU
Analysis of Pharma and Biotech in Pullan's Pieces #216: China vs other countries, Neuroscience new directions and deals, Canada and Australia, Native AI bit.ly/4kRiYoP
Pullan's Pieces #215: Problems with deal averages. ALS targets and deals. Top 10 sellers around the world. Unprecedented Precedents? bit.ly/3GbQ18Z
Pullan's Pieces May 2025: First-time launchers; Translational research; Fosun snapshot; Forecasted fundamentals look good. bit.ly/4msWbC5
ADC trends, Soft landing optimism, Big pharma deals in 2025, Unprecedented targets. bit.ly/4j27QVO
New! Biotech and Pharma Insight from Pullan's Pieces: RNA binding proteins, China Biotech, Rare diseases, The money-spending business. bit.ly/43ai6X9
Pullan's Pieces #210: targeting RNA binding proteins, seed to series A, Amgen snapshot, anti-PD-1/anti-VEGF bit.ly/40sRKOG
New insights in Biotech/pharma BD in Pullan's Pieces #209: Deals Down; Obesity Therapeutics; Big Pharma in Immunology; XBI vs S&P bit.ly/4g3Oka0
The latest BD analysis! Pullan's Pieces #208. How competitive is partnering your drug? Pfizer's challenge. XBI and betting on everything. Investing in private biotechs. bit.ly/3YzzGRT
New: Pullan's Pieces #207. Novel Targets in AD and PD. China Snapshot. Where are the drugs? Rate cut and XBI falls. bit.ly/3ZxblNv
Pullan's Pieces #206: Licensing and M&A Uneven. Early Fund-Raising Hard. Technical cause for Optimism? Orphan Drugs and the IRA. bit.ly/3T0LLwc
Don't miss out! Pullan's Pieces: Sales landscape. Your BATNA. Pharma Option Deals. Head and shoulders on XBI? bit.ly/46kpRti
Pullan's Pieces #204. Biotech market - more solid footing. M&A - what pharma wants. MASH. Gilead snapshot. bit.ly/3VR6Wmd
The latest analysis for biotech and pharma BD in Pullan's Pieces #203. IPOs in 2024, Option Deals. Market marking time? Market cap per employee. Things to read. bit.ly/3yuFJMU
Pullan's Pieces #202: Where do we go from here? Radiopharmaceuticals. Orphan benefits. Synthetic royalties. bit.ly/3JxfEzd
#201 Pullan's Pieces: ADCs. Ono Snapshot. When is too much competition? Pharma growth and PEs. bit.ly/4arCLq7
Pullan's Pieces #200: Peptides, Gene Vectors, India and R&D, Real rates of return?
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Linda Pullan retweeted
Biotech Venture Ecosystem: Quick Health Check
- Funding down but stable ~$5B/quarter
- New #startup formation much slower & a smaller share of VC rounds than ever before
- Megarounds $100M+ continue at ~1 per week rate
- Valuations surprisingly robust
lifescivc.com/2024/01/biotec…
2024 A Turn-Around Year; Differences in TAs; BioNtech Snapshot; Good Earnings? bit.ly/3RMbNlp




















