Menu
The Life Science Market continues to evolve. Our focus is to support small or emerging firms who desire to provide support, products, and/or services to the market segments listed below. Every client’s product or service is unique in some way, as is the way in which their offering aligns with the needs of the market segments they work within. The following opinions are the result of conversations with industry thought leaders, clinicians, researchers, life science colleagues, and market reports that are developed by aggregated market-facing data (which may lead to formal market research).
We plan to periodically update and validate ever-changing market dynamics as we proceed. It is a snapshot, but hopefully provides insights and considerations for our clients Go Forward Strategies.
Intense interest in COVID vaccines and therapeutics is spurring investment activity around specialty drugs, cell and gene therapies, and other biologics. Many of these will involve creative funding mechanisms, such as outcomes-based payments over time.
Although medical-device manufacturers have been impacted by elective-surgery and care-delivery disruptions, the subsector will recover, and deal activity will likely accelerate as COVID moves from pandemic to endemic status.
The increased use of telehealth, medical imaging, health-centric wearables, and the likelihood of rollups in this sector are having a spill-over effect and prompting broad investment interest across all areas of healthcare IT.
Although some hospitals are still struggling with COVID volumes and delayed resumption of elective procedures, investors are willing to pay high multiples for assets they can combine to realize efficiencies.
Structural changes in pharmaceutical outsourcing are attracting private-equity investors, particularly in CROs, CDMOs, commercialization services/technologies, clinical research sites, and supply-chain services/technologies.
The dramatic increase in depression, anxiety, and substance abuse during the pandemic will likely lead to rollups of behavioral health providers, particularly psychiatry practices, where some EBITDA multiples rise well into the mid-double digits.
Intense interest in COVID vaccines and therapeutics is spurring investment activity around specialty drugs, cell and gene therapies, and other biologics. Many of these will involve creative funding mechanisms, such as outcomes-based payments over time.
Given the shift toward at-home care during the pandemic, investors are interested in consolidation of smaller home health and hospice businesses.
Providing Commercialization Services that Enable Sustainable Growth