生物科技与制药

Biotech and Pharmaceuticals

概述

当前医疗环境迅速变化,科技创新不断突破、数字技术飞速发展、全球网络互联互通,新商业模式层出不穷。这些动态不仅重塑着生物制药市场,也使患者护理领域展现出巨大潜力。生物制药乃至整个生命科学市场中的从业者面临新机遇。

新的机会总是伴随着新的挑战,如定价压力增大、市场准入情况不稳,消费者行为不断变化以及非传统保健从业者发起冲击等。这些发展趋势迫使生物制药企业从战略角度来思考目前的业务投资目标,探索新的增长领域。

L.E.K.致力于为生物科技与制药公司的管理者们制定切实可行的策略和方案,帮助他们在不断变化的市场环境中取胜,从而改善患者护理效果,并使全球保健市场的价值做大化。

我们如何提供帮助

我们与生物制药公司在各个不同阶段进行合作,通过一系列解决方案帮助客户管控不确定因素,为股东创造长期价值。我们的客户既包括专营创新品牌药的新老企业,也包括开发生物类似药、仿制药或新制剂的公司。

我们的端对端服务能够为产品开发或企业发展的各个阶段提供支持,包括:

  • 初期产品开发和/或企业发展:L.E.K.可帮助评估产品管线潜力,协调投资组合并提供决策依据,从而帮助初期企业制定增长战略。我们还帮助企业分析融资机会,通过公正客观的产品或市场评估帮助建立合作伙伴关系或做出投资决策。我们的经验与分析技术将会增强生物制药企业的信心,支持他们在充满不确定因素的环境中作出重要决策。
  • 产品后期开发:产品的推出至关重要,尤其是对正在进入新的疾病治疗领域或推出标志性产品的企业而言。为此,L.E.K.为客户提供商业化战略与药品上市规划支持。结合保健领域的经验,我们能够协助企业完善定价机制,制定市场进入与客户互动策略,为产品找准定位,使其成功最大化。我们曾为全球各大地区的生物制药公司提供有效支持,我们的商业规划适用于各种领域,包括药品、仪器以及诊断方法。除了制定商业化战略,我们还善于帮助新兴企业扩大规模,使产品顺利推出。
  • 准备推进全球业务的企业:除了最大限度地提升上市产品的潜力,生物制药企业还必须未雨绸缪,做好未来规划。L.E.K.致力于为客户量身定制制胜战略,应对挑战,帮助客户培养特许经营领导力、开发生命周期管理方案、推动特许治疗服务机构增长、评估潜在并购目标,决定公司团队扩张方式,以及确定内部管线优先度。
  • 寻求增值交易的企业:从选择、评估到执行,再到交易后整合,L.E.K.在各个阶段为客户提供支持。我们已帮助生命科学领域的客户完成了总价值超过1,400亿美元的交易,涵盖技术授入、技术授出、战略合作伙伴关系、并购、合资联营、资产剥离与专利付费等。

成功案例

我们与数百位制药企业管理层人员合作,创造了丰厚的股东回报。

  • 企业发展变革:一家全球制药企业由于即将流失一系列重点产品的专有权而面临营收巨幅下滑的风险。根据该企业的实况,L.E.K.制定了更为积极的策略,设计、创新了企业发展流程和组织结构,成功帮助该企业化解危机。之后,这家药企在18个月内完成了至少12笔交易,营收增幅超过20%,市值增幅超过30%,增长轨迹彻底转变。
  • 商业模式创新:一家罕见病药物企业,其产品已进入临床实验阶段,然而该企业无法确定这种药物应该针对哪些适应症以及市场才能使盈利最大化。通过与资深行业专家共同讨论和评估,我们确定了新药适应症的优先顺序。此外,利用L.E.K.的全球网络以及对海外市场的了解,我们还帮助该企业成功适应国外监管环境,接触当地合作伙伴与专家,并制定市场进入战略与产品推出计划。最终,该公司的股价在一年之内上升近400%。
  • 品牌激活:一家大型生物科技公司推出的产品在市场中表现不佳,甚至一度波及品牌形象以及未来的特许经营业务。借助多种高级分析技术,L.E.K.帮助该公司查明了产品表现不佳的根本原因,并制定了刺激销量的战略。通过采取针对性措施,该公司四年内就将其产品销售额提升了近10倍,并成功推出有助于特许经营业务的后续产品及服务。
  • 扭亏战略:一家主要从事肿瘤研究的生物科技公司难以实现产品价值最大化,并充分发挥内部管线潜力。若沿用已有的运营计划,其资金储备将在两年之内消耗殆尽,因此该公司急需制定能够迅速创造价值的扭亏战略。在L.E.K.的帮助下,该公司抓住引领商业成功的关键因素,撤出部分欧洲市场,将资金投入到投资回报率(ROI)最高的管线中,同时合理调控运营成本。最终,这一多向扭亏战略帮助该公司完成一笔重大交易,其市值在12个月之内飙升五倍之多。
  • 转型升级:一家生物制药企业从研发平台转变为完全一体化的商业生物制药企业。在L.E.K.的支持下,该公司制定了组织愿景与战略路线图,将其人员规模扩大四倍,为发布计划做好准备。此外,我们还帮助该企业进行产品管线排序,优化组织结构以及不同地域的资源分配。最终,该公司成功推出首款产品,建立起一流的组织结构,其市场价值稳步提升,同时开始着手其他创新疗法的市场进入工作。

How we help

We work with biopharma companies at all stages of development, providing an array of solutions to help our clients navigate key uncertainties and drive long-term value creation for their shareholders. This includes emerging and established players and companies focused on innovative branded drugs, as well as those focused on biosimilars, generics or reformulations.

Our end-to-end offering can provide support at all stages of a product or company’s development, including:

  • Early-stage products and/or companies: L.E.K. can help early-stage companies focus their growth strategy by evaluating the potential of the company’s pipeline, prioritizing portfolio investments and supporting go/no-go decisions. We can also help companies think about financing opportunities and conduct unbiased product or market evaluations to support partnership or investment decisions. With our experience and analytical support, biopharma companies can gain the confidence required to make important decisions in the face of a great deal of uncertainty.
  • Products in later-stage development: Getting a launch right is critical, especially if a company is entering a new disease area or launching its flagship product. L.E.K. teams up with clients at this stage to provide commercialization strategies and launch planning support. In concert with our healthcare services practice, we are able to help develop pricing, access and customer engagement strategies that help position products for maximum success. We have demonstrated success supporting biopharma companies in all key geographies, and our commercial planning expertise cuts across all types of drugs, devices and diagnostics. In addition to helping define the commercialization strategy, we also have a great deal of experience helping emerging companies scale up their organization to prepare for the launch process.
  • Companies poised to grow global operations: In addition to maximizing the potential of their marketed products, biopharma companies must also think about what’s next. Whether it’s building franchise leadership, developing life-cycle management plans, driving growth across therapeutic franchises, evaluating attractive adjacencies for M&A, determining how to scale the team or prioritizing internal pipeline opportunities, our team has a proven track record of helping our clients build winning strategies unique to their particular challenges.
  • Companies looking to execute value-creating deals: We support our clients at every stage of the deal life cycle from search and evaluation to execution and post-transaction integration. We have helped our life sciences clients execute more than $140 billion worth of transactions including in-licensing, out-licensing, strategic partnerships, M&A, joint ventures, divestitures and royalty monetization transactions.

Examples of our work

We have worked with hundreds of pharmaceutical executives to drive dramatic shareholder value creation.

  • Transformative business development: A global pharmaceutical company was facing a revenue cliff as a result of the impending loss of exclusivity of a number of its key products. L.E.K. helped avert this crisis by developing a more aggressive strategy and designing an innovative business development process and organizational structure. This resulted in the company completing 12+ transactions in 18 months, increasing revenue by more than 20%, adding more than 30% to its market cap and transforming its growth trajectory.
  • Business model innovation: An orphan drug company with a clinical-stage product was unsure of which indications and geographic markets would provide the greatest value. We evaluated and prioritized potential indications for the drug through discussion with key industry experts. Moreover, using our global networks and knowledge of foreign markets, we helped the company navigate foreign regulatory landscapes, introduce regional partners and experts, and develop a go-to-market strategy and launch plan. In the end, the company improved its share price by nearly 400% in a year.
  • Brand revitalization: A product launched by a major biotech company was significantly underperforming, hurting brand image and potentially future franchise performance. Using a combination of advanced analytical techniques, L.E.K. helped the company identify the true drivers of underperformance and develop a strategy to revitalize product sales. By targeting these drivers, the company grew product sales by nearly 10 times over the next four years and successfully launched follow-on products and services that further elevated the franchise.
  • Turnaround strategy: An oncology-focused biotech company was struggling to maximize the value of its marketed products while also realizing the potential of its promising pipeline. The client’s operating plan was projected to exhaust its cash reserves inside of two years, and thus an actionable strategy was needed that could drive value quickly. L.E.K. helped this client identify some of the key drivers of its commercial success, divest some of its European operations, reallocate funding to the highest-ROI pipeline opportunities and right-size operating costs. This resulted in a multipronged turnaround strategy, which ultimately culminated with a large transaction and a market-cap increase of more than five times in less than 12 months.
  • Scale up for success: A biopharma company was attempting to transform from an R&D platform into a fully integrated commercial biopharma enterprise. With L.E.K.’s support, the company developed an organizational vision and a strategic road map to more than quadruple its workforce in preparation for launch. In addition, we helped it prioritize its product pipeline and optimize the organizational structure and resource allocation across geographies. As a result, the company has successfully launched its first product, built out a first-class organization, steadily increased its value and is in the process of bringing other novel therapies to market.

我们如何帮助客户实现意义重大的成果

了解L.E.K.如何满足您的生命科学与医药需求