PitchBook-2024年二季度制药技术报告（英）

EMERGING TECH RESEARCHPharmatech ReportVC trends and innovation spotlightsQ22024REPORT PREVIEWThe full report is available through the PitchBook Platform.CONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 2ContentsInstitutional Research Group AnalysisQ2 2024 Pharmatech ReportDataCollin Anderson Data AnalystKazi Helal, Ph.D. Senior Analyst, Biotechkazi.helal@pitchbook.compbinstitutionalresearch@pitchbook.comPublishingReport designed by Joey Schaffer, Jenna O’Malley, and Megan WoodardPublished on September 19, 2024Vertical update3Q2 2024 timeline4Pharmatech landscape5Pharmatech VC ecosystem market map6Pharmatech PE ecosystem market map7VC and PE activity8Innovation spotlights20AI & precision medicine CROs21Cell & gene therapy CDMOs23Select company highlights25Unlearn26AmplifyBio29CONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 4Q2 2024 Pharmatech ReportQ2 2024 timelineApr 1May 1Jun 1Jun 30VC dealJune 3Delfi Diagnostics raises $100.0 million in a Series B, bringing its total funding to $725.0 million. The company focuses on early cancer detection technologies.VC dealJune 26Formation Bio raises $372.0 million in a Series D led by Andreessen Horowitz, with the total valuation now at $1.7 billion. The company leverages AI to accelerate drug development in partnership with major pharma companies.M&AMay 22Gerresheimer AG acquires Bormioli Pharma for $861.7 million, strengthening Gerresheimer’s glass and plastic primary packaging solutions for the pharmaceutical industry.PE dealJune 3Searchlight Pharma is acquired by Apotex for $365.9 million, expanding the acquirer’s portfolio in women’s health and endocrinology.PE dealJune 5Inventia Healthcare, a CDMO, is acquired by Platinum Equity through a $300 million leveraged buyout due to its advanced oral drug delivery technologies.IPOJune 13XtalPi completes its IPO, raising $126.7 million. The funds will be used to further develop its AI-driven drug discovery and development platform.Q2 VC deal count summary48total deals-26.2%QoQ growth-36.0%YoY growthQ2 VC deal value summary$1.1Btotal deal value9.4%QoQ growth-43.5%YoY growthCONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 5Q2 2024 Pharmatech ReportPharmatechlandscapeCROCMOCDMOCONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 8Q2 2024 Pharmatech ReportVC and PE activityVenture capital funding in pharmatech reached $1.1 billion across 48 deals in Q2, a slight increase from $1.0 billion across 65 deals in Q1. This reflects a focus on larger deals despite a reduction in the total number of transactions. The largest deal of the quarter was Formation Bio’s $372.0 million Series D at a $1.7 billion post-money valuation, illustrating investor confidence in later-stage companies. Karius and Delfi Diagnostics also raised significant rounds, securing $100 million each. Early-stage investments were present as well, with Pi Health and Precede raising $72.7 million and $57.0 million in Series A rounds, respectively.Exit activity in the VC space showed a declining trend, with exits totaling $1.2 billio