灵麦月刊 - 全球新药研发行业融资情况的分析

2018年07月19日 17:53 灵麦医药

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博谷数据分析团队对全球新药研发行业融资情况的分析

The Financial analysis of global bio-pharmaceuticals market by Biotechgate data analysis team.

2018年5月,生物技术治疗领域保持了上个月高融资额。继2018年第一季度的高融资水平以后，第二季度也达到了约10亿美元每月的融资额。

5月欧洲的融资轮数较4月翻了3倍，但总融资额仅上升了10.8%，表明5月欧洲更多的是低额的交易。美国的融资金额同样也显现出每单融资金额下降的趋势，从4月平均每笔4260万美元下降到3460万美元，下降了18.9%。而融资轮数却增长了15.4%。

今年5月，最大的一轮融资来自于美国ModernaTherapeutics, 他们与默克的合作给他们带来了累计18亿美元的H轮融资。5月第二和第三大的交易均为CRISPR pioneers 的A轮融资。

欲知更多2017年12月医药行业融资亮点，请阅读以下报告。

May 2018 has shown that the levels of financing for biotech therapeutic companies seen in April are being maintained. After very high levels of financing during quarter 1 of 2018, the second quarter looks to have stabilized at around 1b USD per month for US financing rounds.

In the EU, the number of financing rounds seen in May, was triple the figure in April, but with a value only 10.8% higher, showing a move towards lower deal values for the month. US financing also saw a decline of 18.9% in the average deal value, from 42.6m USD in April to 34.6m USD in May and an increase in deal volume of 15.4%.

The largest financing deals for the month were for US based companies, with Moderna Therapeutics securing a Series H round through an expansion of their collaboration with Merck and bringing their total funding raised to-date to 1.8b USD. The second and third largest deals in the month were both for Series A financing, including a new startup from CRISPR pioneers, more details on these deals are provided below.

表1：医药研发企业融资总额及融资总轮数

Source: Biotechgate.com

The graph contains only financing rounds of private and independent biotech therapeutic and diagnostic companies. Financing amounts and number of rounds from previous months may alter as new information on financing rounds is received and/or new tranches to existing financing rounds are added.

Selected Financing Highlights

融资亮点精选

Moderna Therapeutics secures 125m USD from Merck (NYSE:MRK)

Moderna Therapeutics从默克获得1.25亿美金的融资

Moderna Therapeutics was founded in 2011 to develop new classes of medicines based on messenger RNA (mRNA) technology. The concept behind the technology is to use mRNA as a drug to allow cells to create vaccines that will teach the immune system to attack specific proteins.

The company received significant publicity in February of this year after raising 500m USD at a valuation of 7b USD, the company has built on this position and has now raised a total of 1.8b USD in the private markets. The new funding round was completed after Merck made a 125m USD investment, aiming to expand the on-going relationship between the two companies. Merck will take over clinical development of the new KRAS vaccine, mRNA-5671 and the company plans on evaluating the product in combination with their own blockbuster, Keytruda. The combination therapy will focus on diseases such as pancreatic and colon cancer, where Keytruda has not shown any clinical response to-date.

(Source: Forbes, 3rd May 2018)

Beam therapeutics raises87m USD from series A round

Beam therapeutics获得8700万美金的A轮融资

Beam therapeutics secured an 87m USD Series A funding round, led by F-Prime Capital Partners and ARCH Venture Partners. The company was cofounded by CRISPR experts David Liu, Feng Zhang and Keith Joung, with technology licenses from Harvard, the Board Institute, MIT and Editas Medicine across multiple base editing platforms.

The start-up aims to develop precision therapies using technology that allows for targeted single-base changes in DNA. This could allow for the correction of disease-causing point mutations as well as the potential to introduce protective genetic variants.

(Source: Genomeweb, 17thMay 2018)

AnsunBioPharma completed an 85m USD Series A round

AnsunBioPharma完成8500万美元的A轮融资

Ansun Biopharma secured a Series A investment round led by Sinopharm Healthcare Fund and Lilly Asia Ventures of 85m USD: Additional investors included Lyfe Capital, Yuanmin Capital, Matrix Partners China, 3e Bioventures Capital, Oceanpine Capital, VI Ventures and Joincap Investment.Investment funds will be used to support a Phase 3 clinical trials for the anti-viral medication, DAS181. This investigative biologic therapeutics has been granted both Fast Track status and Breakthrough therapy designation nz the US FDA. The initial Phase 3study will assess efficacy amongst hospitalised, immunocompromised patients with parainfluenza virus.

(Source: PRnewswire, 14th May 2018)

各融资总轮数占总体的比例

Proportion of Financing Rounds bySeries Round

The emerging trend towards larger investments in early stage-companies continued throughout the first quarter of 2018 and seems to be even stronger in Q2 2018. The largest share of financing rounds in Q2 2018 were Series A rounds (41%) andSeries B rounds (25%), a total of 66% of all investment rounds.

图1：医药研发公司各轮融资数占总体的比例

Source: Biotechgate.com

The graph above shows the proportion of financing for private biotech companies (therapeutics and diagnostics) by investment series round. The dataset includes only private Biotech (Therapeutics and Diagnostics) companies from the US and Europe. The proportion of financing from previous months may alter as new information on financing rounds is received and/or new tranches to existing financing rounds are added.

各融资总轮规模占总体的比例

Proportion of Financing Rounds by Investment Size

The trend towards larger investments over 30m has seen an increase since the start of 2018 and a similar proportion of 43-44% is seen in both Q1 and Q2 of this year. This demonstrates a more polarized trend for investment deal size, with the second largest category coming from the smallest deals having a value of less than 5m USD. The representation of this deal type, however, continues to decrease and the quantity seen in Q2 is lower than in the previous 3 quarters.

图2：各融资规模占总体的比例

Source: Biotechgate.com

The graph above shows the proportion of financing rounds by investment size. The dataset includes only private Biotech (Therapeutics and Diagnostics) companies from the US and Europe. The proportion of financing from previous months may alter as new information on financing rounds isreceived and/or new tranches to existing financing rounds are added.

全球融资信息

Worldwide Financing