Transcript ChinaBio Business Association

The State of China Biotech
Greg B. Scott – President, Founder
ChinaBio® Accelerator
Helping China biotech become global biotech™
© 2008 ChinaBio LLC
V3.1
In summary…
• Government funding increasing
– Stimulating research, early stage companies
• VCs moving to later stage and slowing
– Technology commercialization gap widens
• IPOs dead
– Could be a very long recovery
• M&A more active, but deal size down
– Moving away from TCM
• Big pharma partnerships growing
– Most have a BD team in China
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New Molecule Patents
Accelerating Rapidly – 2006 up 43%
Oncology, Infectious Disease, CVD lead
Total: 1712
906
Small molecule
patent: 906
806
1712
Large molecular
patent: 806
Note: Screened 115,000 patents as of September 1, 2008. Due to
the lag of patent publishing, 2007 and 2008 are under reported.
Source: ChinaBio® Consulting
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Biotech VC Investment
$228M invested in 28 deals through Oct. ‘08
$409M in 40 deals in 2007
Source: ChinaBio® Consulting
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Biotech VC by Segment
Service #1 at $86M
Only $11M to novel drugs
Source: ChinaBio® Consulting
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Partnering Deals
# partnering deals already exceeded 2007
In-licensing tripled
2007
10 M of 2008
27 Deals
30 Deals
Source: ChinaBio® Consulting
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ChinaBio® LLC
• Consulting:
– Roche (RMS), Pfizer, CA/China biotechs, iBanks, VCs
• Conferences:
– ChinaBio® Partnering Forum (Shanghai, 6/09)
– ChinaBio® Investor Forums
• Beijing (12/08), Hong Kong (3/09), Suzhou (8/09)
– BioCapital China Summit 2008 (Beijing, 10/08)
– ChinaBio® Executive Workshops
• Beijing, Hong Kong, Shanghai, Suzhou, San Francisco, San Diego
• Publishing:
– ChinaBio® Today (www.ChinaBioToday.com)
– Industry Reports
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Thank you! 谢谢你！
Contact information:
Greg B. Scott: [email protected]
US Mobile: +1-858-205-3339
China Mobile: +86 130 2012 9548
ChinaBio® LLC
Shanghai, San Diego and Palo Alto
US Tel: +1-858-926-4566 / China Tel: +86 21 5137 0751
[email protected]
www.ChinaBioLLC.com
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