Business Of Biotech
Deal And Investment Trends With Investment Banker David Sans
Apr 7, 2025
David Sans, an investment banker with a rich background in chemical engineering, delves into life sciences investment trends. He discusses the critical implications of patent expirations and the resulting opportunities in mergers and acquisitions. Sans highlights the evolving landscape of investments in biotech, including advancements in CAR T cell therapies and geopolitics affecting funding strategies. The conversation also explores the importance of strategic partnerships and collaborative banking, painting a hopeful picture for the future of healthcare investments.
46:43
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Quick takeaways
- The impending patent cliff between 2025 and 2030 will lead to a significant increase in merger and acquisition opportunities as companies seek to replenish their pipelines.
- Political dynamics, especially U.S.-China relations, create both risks and opportunities for biotech investments, highlighting the importance of strategic partnerships and quality assessment in clinical trials.
Deep dives
David Sands' Unique Career Path
David Sands shares insights into his distinct career trajectory, having transitioned from big pharmaceutical companies to investment banking in the life sciences sector. Starting his journey in Switzerland with Novartis, he later moved to the U.S. and became drawn to the startup ecosystem. His experience includes working with Imclone Systems, which significantly influenced his shift towards finance after its acquisition. This path enabled him to assist biotech CEOs in navigating investments and mergers, highlighting his appreciation for the fast-paced dynamics of the financial sector.
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