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Three industry verticals. One clearer view of where the market is moving.
Pharma
Protecting revenue beyond the patent cliff
What's happening
Blockbuster revenue is under pressure. Lifecycle strategies are shifting towards reformulation and alternative delivery.
Why it matters
Repositioning delivers faster returns with significantly lower cost and risk than new discovery.
What's next
Formulation and device integration are becoming central to portfolio strategy.
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Pharma
From device supplier to therapeutic partner
What's happening
Delivery systems are directly impacting efficacy, usability and regulatory outcomes.
Why it matters
The right device creates competitive advantage. The wrong one can derail development.
What's next
Closer alignment with pharma across development and commercial strategy.
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Pharma
Formulation is becoming the barrier to success
What's happening
Complex biologics and advanced therapies are failing later due to formulation challenges.
Why it matters
Early formulation strategy reduces failure risk and protects investment.
What's next
Biotech companies are embedding formulation expertise earlier and partnering externally.
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Who is shaping these shifts
Formulation Strategy
Expertise in lifecycle extension, asset repositioning, and formulation platform development across pharma portfolios.
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Biotech Development
Formulation science for NATs and AAV therapies. Deep investor perspective on Series A/B formulation strategy.
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Device Integration
Combination product strategy and regulatory expertise. Led FDA/EMA submissions for drug-device combinations.
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Manufacturing & Scale
Scale-up and manufacturing strategy across complex delivery systems. Strong track record in supply chain resilience.
The life sciences industry moves fast. Cut through the noise and digest the strategic intelligence leaders need to stay ahead. Analysis that contextualises what’s happening, why it matters and what comes next.