Fifteen+ years of
healthcare thinking

Despite the historical difficulty in designing therapeutics that cross the BBB, Denali’s landmark approval could signal an inflection point for the BBB-crossing therapeutic pipeline.

Merck's acquisition of Verona is the latest in a long line of "revenue acquisitions". How have prior mid-size biopharma revenue acquisitions fared? We found that forecasts at the time of deal are often optimistic, with many transactions missing their projected sales trajectories.

Planning biopharma strategies against a robust set of macro-scenarios will be crucial to mid- and long-term success. While historically these scenarios have revolved around targeted issues, the current challengescall for a more expansive - and likely more difficult - set of questions to be asked.