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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Competitive Landscape

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

The translation gap, not the innovation gap, is the binding constraint. 18,000+ Chinese assets, 335 out-licensing deals since 2021, and ~$18B in disclosed upfronts.

Deal Flow

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

General
General
Competitive Landscape

The Pan-KRAS Landscape after Daraxonrasib

Small Molecules
Oncology
Competitive Landscape

AAIC 2026: A Mechanism-Selection Meeting

General
CNS
Clinical Readout

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

RNA Therapeutics
Cardiovascular
Deal Flow

1,838 ADC Programs, and 86% Share Just Two Payloads

ADCs
Oncology
Deal Flow

Novartis Bought an ADC Payload Years Before It Makes a Drug

ADCs
Oncology
Deal Flow

BIOSECURE Aimed at Manufacturing. Licensing Hit $88.9B.

General
General
Deal Flow

Degrader Deals Tilt Increasingly Toward Clinically Proven Targets

Protein Degraders
Oncology
Clinical Readout

Second-Line NSCLC: Every ADC All-Comers Survival Bet Has Failed

ADCs
Oncology
Competitive Landscape

Novel Depression Mechanisms Keep Dying at Phase 3

General
CNS
Deal Flow

The Seagen ADC Scorecard

ADCs
Oncology
Competitive Landscape

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

Antibodies
I&I
Competitive Landscape

Depression R&D Is a Barbell, Not a Crowd

General
CNS
Competitive Landscape

China and the West Are Building Different Obesity Drugs

General
Metabolic / Endocrine
Deal Flow

Synthetic Lethality Is Owned, Not for Sale

Small Molecules
Oncology
Clinical Readout

ASCO 2026 Abstract Analysis

ADCs
Bispecifics
Cell Therapy
Small Molecules
RNA Therapeutics
Oncology
Competitive Landscape

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

General
General
Competitive Landscape

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

Bispecifics
Oncology
Competitive Landscape

STAT6 Dermatology Landscape: 39 Programs, One Clinical Leader

Protein Degraders
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Competitive Landscape

mTOR Non-Oncology Partnership Landscape: 144 Assets Mapped

Small Molecules
Cardiovascular
Target Biology

AML Landscape: 957 Programs, 402 Targets, Opportunity Scored

General
Oncology
Competitive Landscape

AML's Cell Therapy Bet Has Zero Approvals Behind It

Cell Therapy
Oncology
Competitive Landscape

The ALS Development Field Is Trapped at Two Extremes

General
CNS
Competitive Landscape

Three GLP-1 Metabolic Blockbusters in Plain Sight

General
Metabolic / Endocrine
Deal Flow

The China Biotech Partnership Funnel

General
General
Competitive Landscape

Radioligand Therapy: Manufacturing Is the Primary Gate

Radiopharma
Oncology
Competitive Landscape

Obesity Value Is Shifting From Efficacy to Access

General
Metabolic / Endocrine
Competitive Landscape

Integrin α4β7 Competitive Landscape After Lilly's Morphic Acquisition

Antibodies
Gastroenterology
Competitive Landscape

In Vivo Cell Therapy Landscape After BMS's Orbital Acquisition

Cell Therapy
Oncology
Portfolio Strategy

Where Pharma Is Placing Early Oncology Bets

General
Oncology
Deal Flow

2025 Licensing Deal Trends by Therapeutic Area

General
General
Portfolio Strategy

Pharma Oncology Revolves Around Backbones and Modality-Agnostic Combos

General
Oncology
Portfolio Strategy

Obesity Portfolio Gaps in Big Pharma

General
Metabolic / Endocrine
Deal Flow

China Out-Licensing Deals YTD 2025 (July Update)

General
General
Clinical Readout

COPD Cytokine Chessboard After Back-to-Back IL-33 Failures

Antibodies
Respiratory
Competitive Landscape

OXR2 Narcolepsy Landscape After Takeda's Phase 3 Readouts

Small Molecules
CNS
Competitive Landscape

RNAi Therapies Targeting Obesity

RNA Therapeutics
Metabolic / Endocrine
Deal Flow

Big Pharma M&A and Licensing Deals in 2025

General
General
Competitive Landscape

TL1A Global Competitive Landscape

Antibodies
Gastroenterology
Competitive Landscape

PD-(L)1 x VEGF Global Competitive Landscape

Bispecifics
Oncology
Deal Flow

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

Protein Degraders
Oncology
Deal Flow

China Out-Licensing Deals YTD 2025 (February Update)

General
General
Clinical Readout

Benchmarking PD-1 Rheumatoid Arthritis Data After Rosnilimab Phase 2

Antibodies
I&I
Competitive Landscape

PD-L1 x VEGF Market Overview: Why Only Merck Has Moved

Bispecifics
Oncology
Corporate Strategy

Why Biopharma Markets Converge on Duopolies

General
General
Corporate Strategy

Eli Lilly's Unique Position to Break the LOE Cycle

General
Metabolic / Endocrine
Portfolio Strategy

LOE Timing for Top Pharma Products by 2024 Sales

General
General
Competitive Landscape

2024 FDA Novel Drug Approvals

General
General
Market Access

Drugs Likely Selected for IRA Price Negotiation in 2027

General
General
Deal Flow

Big Pharma Therapeutic M&A: 2019 to Present

General
General
Market Access

Indication Selection Dictates Commercial Strategy

General
General
Portfolio Strategy

Radiopharmaceutical Portfolio Gaps in Big Pharma

Radiopharma
Oncology
Competitive Landscape

Targeted Oncology Landscape: 425 Assets Across 19 Pharma

General
Oncology
Deal Flow

ADC M&A and IPO Activity: 2013 to Present

ADCs
Oncology
Deal Flow

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

General
General
Competitive Landscape

Gene Therapy Landscape: 42 Companies, 200+ Assets

Gene Therapy
Rare Disease
Corporate Strategy

How Big Pharma Valuations Trend Before and After Major LOEs

General
General
Portfolio Strategy

ADC Portfolio Gaps in Big Pharma

ADCs
Oncology
Competitive Landscape

Pancreatic Cancer Treatment Landscape

General
Oncology
Competitive Landscape

Cell Therapy's Autoimmune Pivot

Cell Therapy
I&I
Competitive Landscape

Five-Year Cancer Survival Rates Versus Incidence

General
Oncology
Corporate Strategy

A $50B CHIPS-Like Act for Domestic Drug Manufacturing?

General
General
Corporate Strategy

Biotech Math: How the Blockbuster Model Drives Everything

General
General
Competitive Landscape

Cell Therapy Landscape: 45 Companies, 400+ Programs

Cell Therapy
Oncology
Competitive Landscape

CDK4/6 Competition in mER+ Breast Cancer

Small Molecules
Oncology
Competitive Landscape

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

ADCs
Oncology
Corporate Strategy

Biotech Sales Forecasts Are Wildly Off for Most Drugs

General
General
Deal Flow

How Pharma Has Capitalized on AI: Partnerships

General
General
Portfolio Strategy

How Pharma Is Replacing $200B+ in Upcoming LOEs

General
General
Competitive Landscape

Neuropsychiatric Therapeutics: Competitive Landscape

Small Molecules
CNS
Deal Flow

Biotech Has a Consolidation Problem

General
General
Deal Flow

Why Pharma Has Stayed Away From Cell Therapy M&A

Cell Therapy
Oncology
Corporate Strategy

How Merck Built a Blockbuster With Keytruda

Antibodies
Oncology
Market Access

Top-Selling Drugs for Medicare Price Negotiation

General
General
Deal Flow

How Much of Pharma's Top Assets Are Acquired Versus In-House

General
General
Competitive Landscape

Obesity Drug On-Ramp Providers: Market Map

General
Metabolic / Endocrine
Competitive Landscape

Obesity Competitive Landscape (Post-SELECT Update)

General
Metabolic / Endocrine
Competitive Landscape

Neuro-Oncology Treatment Landscape

General
Oncology
Competitive Landscape

EGFRm+ NSCLC Treatment Landscape

Small Molecules
Oncology
Competitive Landscape

Gene Editing Landscape: 42 Companies

Gene Editing
Rare Disease
Competitive Landscape

Radiopharmaceuticals Market Map: 66 Companies

Radiopharma
Oncology
Competitive Landscape

Asthma and COPD Competitive Landscape

General
Respiratory
Competitive Landscape

Cell Therapy Supply Chain Market Map

Cell Therapy
Oncology
Competitive Landscape

RNA Therapeutics Market Map: 124 Companies

RNA Therapeutics
General
Competitive Landscape

Gene Therapy Landscape (February 2023)

Gene Therapy
Rare Disease
Competitive Landscape

Notable 2023 US Drug Approvals Ranked by Sales Estimates

General
General
Portfolio Strategy

Notable Biopharma LOEs Through 2028

General
General
Competitive Landscape

Cell Therapy Market Map: 150+ Companies

Cell Therapy
Oncology
Portfolio Strategy

How Biotechs Can Position Obesity Assets for BD

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