BioPharma R&D SuperCycle - A Multi-Decade Event (51pgs)
We first highlighted the green shoots of recovery in R&D productivity over a decade ago and after a decade of boom, we show that we are now entering the 2nd decade of what we believe to be a multi-decade R&D SuperCycle. Moreover, using our extensive proprietary database of 617 drug approvals and the outcome of 404 P3 assets, we show concrete evidence that the rate of innovation across the BioPharma industry is accelerating.For access to the full note, please contact Naresh Chouhan ( )
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
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