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Platform acquisitions : a more common approach from big pharma Successful commercial-stage assets will inevitably be acquired by big pharma , though often this gamble needs to be taken before Phase II given the vast competition of suitors . Recently , we are seeing more platform-orientated or multi-asset deals pay dividends on upsides . In 2012 , Janssen licensed ten bispecific assets from Genmab ’ s DuoBody platform for just $ 2m upfront , and with one approved and another in registration , this has been a hugely successful deal . AbbVie also licensed three candidates from Genmab in 2020 for $ 750m upfront with up to £ 3.15bn . Gambles are inherent to acquisitions within the pharmaceutical industry , however those including platform technology may often be particularly rewarding .
Supporting technologies should be on investors radar Investors should also be aware of supporting technologies involved in cancer treatments . These are often key components of a therapeutic such as linkers in ADC . Smaller companies focusing on specific improvements to these such as Araris Biotech have the potential to improve all ADC with their platform technology . Artificial Intelligence (“ AI ”) is becoming more integrated into software and development systems and can streamline the drug discovery process . Many systems in RT are adopting AI into treatment planning systems (“ TPS ”) to improve beam delivery , and BioNTech acquired AI platform InstaDeep in January 2023 to adopt AI drug discovery and development across their pipeline . As diagnoses of cancers increase so will the requirement for processing of these samples and interpretation of imaging . Focusing on sample processing and interpretation is an avenue for success , where Ikonisys SA ( ALIKO-FR – OUTPERFORM – TP € 10 ) with their automated fluorescence in situ hybridisation (“ FiSH ”) analysis can handle some of this demand .
Please see analyst certifications , important disclosure information , and information regarding the status of analysts on pages 91-94 of this research report .