Latest from Sleuth Intelligence

Original biopharma analysis from the Sleuth team, applying our platform to the questions shaping the industry. Competitive landscapes, deal flow, portfolio strategy, and more.

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Deep Dive

Protein Degraders Intelligence Report, Q3 2026

~200 clinical protein degrader programs mapped across mechanism, target, and development stage, with 60+ deals and ~30 catalysts through 2027. Covers the first PROTAC approval, resistance as the new BD test, BTK as the next approval, DACs and the GSPT1 payload problem, CRBN glues vs new E3 ligases, and predictions.

Target Biology

The Undruggable Cancer Targets Crossing Into the Clinic

Small Molecules
Protein Degraders
RNA Therapeutics
Oncology
No items found.
Deal Flow

2026 Pharma & Biotech IPOs by Month of Listing

General
General
No items found.
Deep Dive

RNA Intelligence Report, Q3 2026

RNA Therapeutics
Cardiovascular
CNS
Rare Disease
No items found.
Competitive Landscape

Cardiometabolic RNA Competitive Map: 84 Programs, 9 Targets

RNA Therapeutics
Cardiovascular
Metabolic / Endocrine
No items found.
Deep Dive

T-cell Engagers Intelligence Report, Q3 2026

Bispecifics
Oncology
I&I
No items found.
Competitive Landscape

In-Vivo CD19 Competitive Map: 91 Programs, 71 Developers

Cell Therapy
Oncology
I&I
No items found.
Deep Dive

Radiopharma Intelligence Report, Q3 2026

Radiopharma
Oncology
No items found.
Deal Flow

T15 Pharma Buyout Map: 29 Deals, ~$98B, and Who Has Room for More

General
General
No items found.
Deep Dive

In-Vivo Cell Therapy Intelligence Report, Q3 2026

Cell Therapy
Oncology
I&I
China
Deep Dive

I&I Intelligence Report, Q3 2026

General
I&I
No items found.
Competitive Landscape

Pharma I&I Has Evolved Into a Mechanism Stack

General
I&I
No items found.
Deep Dive

GLP-1 and Metabolic Intelligence Report, Q3 2026

General
Metabolic / Endocrine
China
Deep Dive

ADC Intel Report, Q3 2026: The Next-Generation Engineering Race

ADCs
Oncology
China
Deal Flow

Eli Lilly’s 26 Deals in 2026: Breaking the LOE Cycle

General
General
No items found.
Competitive Landscape

The RAS Landscape After Daraxonrasib: 102 Programs

Small Molecules
Oncology
No items found.
Competitive Landscape

Alzheimer’s at AAIC 2026: A Mechanism-Selection Meeting

General
CNS
No items found.
Clinical Readout

In ATTR-CM, Lowering TTR No Longer Wins on Its Own

RNA Therapeutics
Cardiovascular
No items found.
Deal Flow

1,838 ADCs: Topo-I and Tubulin Hold 86% of Named Payloads

ADCs
Oncology
No items found.
Deal Flow

Novartis Agreed to Buy an ADC Payload Before It Has a Drug

ADCs
Oncology
No items found.
Deal Flow

China-to-US/EU Drug Licensing Surged Through BIOSECURE

General
General
China
Deal Flow

Degrader Deals Tilt Toward Clinically Proven Targets

Protein Degraders
Oncology
No items found.
Clinical Readout

Second-Line NSCLC: All-Comer ADC Survival Bets Have Failed

ADCs
Oncology
No items found.
Competitive Landscape

Novel Depression Drugs Since 2015: Most Wins Are Phase 2

General
CNS
No items found.
Deal Flow

The Seagen ADC Scorecard: 4 Approved Wins, 0 New Approvals

ADCs
Oncology
No items found.
Competitive Landscape

TED and Graves’ Disease: Three Waves, One Autoimmune Root

Antibodies
I&I
No items found.
Competitive Landscape

Depression R&D Is a Barbell, Not a Crowd

General
CNS
No items found.
Competitive Landscape

China and the West Are Building Different Obesity Drugs

General
Metabolic / Endocrine
China
Deal Flow

Synthetic Lethality M&A: 83 Assets, One True Buyout

Small Molecules
Oncology
No items found.
Clinical Readout

ASCO 2026 Abstract Analysis

ADCs
Bispecifics
Cell Therapy
Small Molecules
RNA Therapeutics
Oncology
No items found.
Competitive Landscape

AI Infrastructure in Biopharma: 29 Deployments, 69 World Models, Mapped

General
General
No items found.
Competitive Landscape

PD-(L)1 x VEGF Competitive Landscape: 100 Programs, One Approved Drug

Bispecifics
Oncology
China
Deep Dive

China Biopharma Landscape: 18,000+ Assets, 335 Deals, and the Gaps, Q2 26

General
General
China
Competitive Landscape

STAT6 Dermatology Landscape (2026): 39 Programs, One Leader

Protein Degraders
No items found.
No items found.
Competitive Landscape

mTOR Non-Oncology Partnership Landscape: 144 Assets Mapped

Small Molecules
Cardiovascular
No items found.
Competitive Landscape

IL-6 Cardiovascular Landscape (Jan 2025): 101 Programs

Antibodies
Cardiovascular
No items found.
Target Biology

AML Landscape: 957 Programs, 402 Targets, Opportunity Scored

General
Oncology
No items found.
Competitive Landscape

AML’s Cell Therapy Bet Has Zero Approvals Behind It

Cell Therapy
Oncology
No items found.
Competitive Landscape

The ALS Development Field Is Trapped at Two Extremes

General
CNS
No items found.
Competitive Landscape

GLP-1 Whitespace: Sleep Apnea, PCOS and Diabetic Retinopathy

General
Metabolic / Endocrine
No items found.
Deal Flow

The China Biotech Partnership Funnel: 412 Assets to 12

General
General
China
Competitive Landscape

Radioligand Therapy: Manufacturing Is the Primary Gate

Radiopharma
Oncology
No items found.
Competitive Landscape

Obesity Value Is Shifting From Efficacy to Access

General
Metabolic / Endocrine
No items found.
Competitive Landscape

Integrin α4β7 Landscape (2025): After Lilly’s Morphic Deal

Antibodies
Gastroenterology
No items found.
Competitive Landscape

In Vivo Cell Therapy Landscape After BMS–Orbital (Oct 2025)

Cell Therapy
Oncology
No items found.
Portfolio Strategy

Where Pharma Is Placing Early Oncology Bets (2025)

General
Oncology
No items found.
Deal Flow

2025 Licensing Deal Trends by Therapeutic Area

General
General
China
Portfolio Strategy

Pharma Oncology (2025): Backbones, Modality-Agnostic Combos

General
Oncology
No items found.
Portfolio Strategy

Obesity Portfolio Gaps in Big Pharma (2025)

General
Metabolic / Endocrine
No items found.
Deal Flow

China Out-Licensing Deals YTD 2025 (July Update)

General
General
China
Clinical Readout

COPD Cytokine Chessboard After IL-33 Failures (2025)

Antibodies
Respiratory
No items found.
Competitive Landscape

OXR2 Narcolepsy Landscape After Takeda’s Phase 3 (2025)

Small Molecules
CNS
No items found.
Competitive Landscape

RNAi Therapies Targeting Obesity (2025)

RNA Therapeutics
Metabolic / Endocrine
No items found.
Deal Flow

Big Pharma M&A and Licensing Deals in 2025

General
General
No items found.
Competitive Landscape

TL1A Global Competitive Landscape (2025)

Antibodies
Gastroenterology
No items found.
Deal Flow

Molecular Glue BD Landscape: $27B in Deals Since 2020

Protein Degraders
Oncology
No items found.
Clinical Readout

PD-1 RA Benchmarking After Rosnilimab Phase 2 (2025)

Antibodies
I&I
No items found.
Competitive Landscape

PD-L1 x VEGF Market Overview: Why Only Merck Moved (2025)

Bispecifics
Oncology
No items found.
Corporate Strategy

Why Biopharma Markets Converge on Duopolies

General
General
No items found.
Corporate Strategy

Eli Lilly’s Unique Position to Break the LOE Cycle (2025)

General
Metabolic / Endocrine
No items found.
Portfolio Strategy

LOE Timing for Top Pharma Products by 2024 Sales (2025)

General
General
No items found.
Competitive Landscape

2024 FDA Novel Drug Approvals

General
General
No items found.
Market Access

Likely IRA Price Negotiation Picks for 2027 (Nov 2024)

General
General
No items found.
Deal Flow

Big Pharma Therapeutic M&A: 2019 to Present (2024)

General
General
No items found.
Market Access

Indication Selection Dictates Commercial Strategy

General
General
No items found.
Portfolio Strategy

Radiopharmaceutical Portfolio Gaps in Big Pharma (2024)

Radiopharma
Oncology
No items found.
Competitive Landscape

Targeted Oncology: 425 Assets Across 19 Pharma (2024)

General
Oncology
No items found.
Deal Flow

ADC M&A and IPO Activity: 2013 to Present (2024)

ADCs
Oncology
No items found.
Deal Flow

Grading Ten Single-Asset M&A Deals From 2016-2019

General
General
No items found.
Competitive Landscape

Gene Therapy Landscape: 42 Companies, 200+ Assets (2024)

Gene Therapy
Rare Disease
No items found.
Corporate Strategy

Big Pharma Valuations Before and After Major LOEs (2024)

General
General
No items found.
Portfolio Strategy

ADC Portfolio Gaps in Big Pharma (2024)

ADCs
Oncology
No items found.
Competitive Landscape

Pancreatic Cancer Treatment Landscape (2024)

General
Oncology
No items found.
Competitive Landscape

Cell Therapy's Autoimmune Pivot (2024)

Cell Therapy
I&I
No items found.
Competitive Landscape

Five-Year Cancer Survival Rates Versus Incidence (2024)

General
Oncology
No items found.
Corporate Strategy

A $50B CHIPS-Like Act for Drug Manufacturing? (2024)

General
General
No items found.
Corporate Strategy

Biotech Math (2024): Pharma’s $2.8B Blockbuster Hurdle

General
General
No items found.
Competitive Landscape

Cell Therapy Landscape: 45 Companies, 400+ Programs (2024)

Cell Therapy
Oncology
No items found.
Competitive Landscape

CDK4/6 Competition in mER+ Breast Cancer (2024)

Small Molecules
Oncology
No items found.
Competitive Landscape

ADC Competitive Landscape: $125B+ in Deals Since 2019 (2023)

ADCs
Oncology
No items found.
Corporate Strategy

Sell-Side Drug Sales Forecasts Miss Widely (2013–2018)

General
General
No items found.
Deal Flow

How Pharma Has Capitalized on AI: Partnerships (2023)

General
General
No items found.
Portfolio Strategy

How Pharma Is Replacing $200B+ in Upcoming LOEs (2023)

General
General
No items found.
Competitive Landscape

Neuropsychiatric Therapeutics: Competitive Landscape (2023)

Small Molecules
CNS
No items found.
Deal Flow

Biotech Has a Consolidation Problem (2023)

General
General
No items found.
Deal Flow

Why Pharma Has Stayed Away From Cell Therapy M&A (2023)

Cell Therapy
Oncology
No items found.
Corporate Strategy

How Merck Built a Blockbuster With Keytruda (2023)

Antibodies
Oncology
No items found.
Market Access

Top-Selling Drugs for Medicare Price Negotiation (2023)

General
General
No items found.
Deal Flow

Big Pharma’s Top Products: Acquired vs. In-House (2023)

General
General
No items found.
Competitive Landscape

Obesity Drug On-Ramp Providers: Market Map (2023)

General
Metabolic / Endocrine
No items found.
Competitive Landscape

Obesity Competitive Landscape (Post-SELECT Update) (2023)

General
Metabolic / Endocrine
No items found.
Competitive Landscape

Neuro-Oncology Treatment Landscape (2023)

General
Oncology
No items found.
Competitive Landscape

EGFRm+ NSCLC Treatment Landscape (2023)

Small Molecules
Oncology
No items found.
Competitive Landscape

Gene Editing Landscape: 42 Companies (2023)

Gene Editing
Rare Disease
No items found.
Competitive Landscape

Radiopharmaceuticals Market Map: 66 Companies (2023)

Radiopharma
Oncology
No items found.
Competitive Landscape

Asthma and COPD Competitive Landscape (2023)

General
Respiratory
No items found.
Competitive Landscape

Cell Therapy Supply Chain Market Map (2023)

Cell Therapy
Oncology
No items found.
Competitive Landscape

RNA Therapeutics Market Map: 124 Companies (2023)

RNA Therapeutics
General
No items found.
Competitive Landscape

Notable 2023 US Drug Approvals by Sales Estimates (Jan 2023)

General
General
No items found.
Portfolio Strategy

Notable Biopharma LOEs Through 2028 (2023)

General
General
No items found.
Competitive Landscape

Cell Therapy Market Map: 150+ Companies (2023)

Cell Therapy
Oncology
No items found.

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