Pharmaceuticals & Biotech
Clinical-stage pipelines, patent cliffs, biosimilar entry, pricing under negotiation.
From clinical-stage pipelines to hospital services. Our commissioned studies cut across the whole stack, pharmaceuticals, medical devices, diagnostics, life-sciences tools, and the health-system operators paying for all of it.
From clinical-stage pipelines to hospital services. Our commissioned studies cut across the whole stack, pharmaceuticals, medical devices, diagnostics, life-sciences tools, and the health-system operators paying for all of it.
Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.
Clinical-stage pipelines, patent cliffs, biosimilar entry, pricing under negotiation.
Device-cycle economics, FDA 510(k) flow, reimbursement, OEM vs specialist positioning.
IVD, molecular panels, sequencing, bioprocess, cell & gene therapy manufacturing.
Inpatient and outpatient operator economics, payer-mix, labour inflation, chain consolidation.
EHR platforms, digital therapeutics, remote monitoring, AI diagnostics and clinical decision support.
Dental-service organisations, vision retail and implants, animal-health pharma and devices.
Every commissioned healthcare study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.
The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.
2027 roster and pricing-impact modelling across exposed manufacturers.
Top-10 biologic patent cliff dates and biosimilar-manufacturer competitive positioning.
Secondary indications (cardiovascular, sleep apnoea, addiction) and competitive response from portfolio players.
Nursing wage normalisation, travel-nurse dynamics, and operator-margin structural reset.
FDA AI/ML clearance pathway evolution and specialty-diagnostic AI adoption curve.
Novo / Eli Lilly GLP-1 API capacity ramp, oral reformulations, and the 2026 formulary-negotiation pathway reshaping gross-to-net economics.
Bluebird / Sarepta / CRISPR Therapeutics launches stress-testing CMS outcome-based pricing models and specialty-pharmacy distribution.
CMS site-of-service migration driving ortho, cardio and spine volumes out of inpatient hospitals, reimbursement math re-priced for device OEMs.
Client identity is held under NDA; scope, methodology, and outcome are disclosed. Full engagement references available under mutual confidentiality.
Growth-stage private equity
Independent reconciliation on a niche interventional-cardiology segment where peer estimates diverged by 37.7%. Provided variance analysis plus committee-reviewed point estimate.
Identified a structural pricing mismatch; the fund re-priced its entry position before closing.
The four teams that most commonly commission healthcare research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.
Pipeline-asset, device-company, and digital-health acquisition diligence with clinical-risk framing.
Healthcare-services and digital-health portfolio diligence; regulatory-risk scoring.
TA sizing, pipeline-competitive intelligence, and commercial-opportunity modelling.
Sector-context for pharma, device, and health-services equities with pipeline and reimbursement disclosure.
Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.
Intel Watchlist · from $89/mo
Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on healthcare. Email + Slack delivery. Cancel any time.