1 TWENTYFOURSEVENBIOPHARMA Issue 3 / October 2025 WELCOME ELLIE BRUNI Publishing Director TWENTYFOURSEVENBIOPHARMA When I meet with industry colleagues at the various conferences that fill the schedule, there is a question I often pose: in 2025, what is the story of life sciences? Today, I want to share some of the responses I get, which tend to fall into one of three buckets. First are the market-minded folks, who tend to point to investor uncertainty within the life sciences market. The trajectory of the biggest deals is illustrative of their anxieties; at the time of writing, Johnson & Johnson’s $14 billion acquisition of Intra-Cellular Therapies headlines this year, but fails to surpass any deal from the prior three years. ($16.5 billion in 2024, $43 billion in 2023, and $27.8 billion in 2022.) While the scale of the industry’s largest deals is not necessarily indicative of its overall health, it does speak to the broader concerns surrounding bio/pharma asset evaluations and an undercurrent of uncertainty in the global markets. In a somewhat similar vein, others think of the life sciences industry in relation to current geopolitics, pointing to the reshifting of the industry amid U.S. tariffs, demands for drug pricing reform, and a looming trade war with China. The United States has recently dabbled in pricing reform with the Inflation Reduction Act, but the current administration is threatening additional trade barriers to companies that refuse to lower prices in the country. For many companies, retaining access to the lucrative U.S. market will require some combination of reshoring, raising prices, and/or accepting a hit to profit margins. Pfizer’s recent deal is one such example, exempting them from three years of tariffs in exchange for lower prices and promised manufacturing investment in the U.S. The last mindset focuses on advances in the sciences. GLP-1s come up often, which is natural given that the market is expected to grow to $471.10 billion by 2032. Strides in oncology also continue to be made, including double-digit approvals from FDA for novel cancer treatments. And while many are beginning to grow wary of a speculative bubble, AI/ML is showing promise in both R&D and as a preliminary diagnostics tool for patients. Allow me to pose the question once more, this time to you, dear reader. In 2025, what is the story of life sciences? Publishing Director: Ellie Bruni | +44 (0) 7872 516194 ellie.bruni@247biopharma.com Advertising: info@247biopharma.com Editorial contact: Please send your news and suggestions for feature articles to the editorial team at editor@247biopharma.com TWENTYFOURSEVENBIOPHARMA is published by BIBO Publishing SL, Av. Diagonal, 409, 1St Floor, 08008, Barcelona, Spain. Disclaimer: The disclaimer has an error: BIBO Publishing SL will not be held responsible or liable for errors or omissions supplied or contained in this publication, although due care and attention are taken to ensure all content is accurate at the time of going to press. BIBO Publishing SL also will not be held responsible for any false claims made by advertisers, or in articles contributed by external authors. Copyright: The contents of this publication are copyright © BIBO Publishing SL 2025. No part of this publication can be reproduced or transmitted in any form without the express permission of the publisher. ISSN 2516-4481
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