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Latest Forecast: Lots to Discuss on Competitive Intelligence at Pharma CI

Somehow it is already September which means we’re preparing for one of the key events in the biopharma calendar, at least if you’re involved in competitive intelligence – and really, who isn’t?

The Pharma CI Conference and Exhibition takes place in Newark on 20th and 21st of September and many of the Evaluate and Norstella team will be there. I’ll be with them, and I am delighted to be presenting on Wednesday afternoon. More of that in a moment.

This year’s event has a particular edge. After well over a year of speculation, consideration and impending lawsuits, the “Class of ’26 of Medicare Price Negotiation” list has been published by Medicare as part of the impending Inflation Reduction Act (IRA). This is the list of drugs currently slated, and includes blockbusters Eliquis, Jardiance and Januvia, and no doubt the overall impact across the industry will be much-discussed at the conference, one of the first to be held after the list’s publication.

It’s an area I’ll certainly be covering in my presentation, “Evaluate World Preview: Pharma’s Age of Uncertainty” which is based on our recently-launched World Preview report. In the report, we look at many of the key assumptions of the biopharma industry that are now being tested through what we’ve called the Five Forces of Uncertainty. The IRA is a key part of this, but we also consider the recent actions by the FTC with its attempts to block the Amgen/Horizon deal, and its potential impact on future dealmaking. We also look at the patent cliff issue which means that the pressure to strike deals is increasing.

Core to the World Preview is Evaluate’s latest forecasts out to 2028. In my presentation, I’ll highlight some of the key forecasts and look at the environment that is driving them. It’s fair to say that it is almost impossible to call the order in which the top three pharma players will appear in 2028, with Roche, Merck & Co. and AbbVie pretty much neck-and-neck. We also look at the most valuable R&D projects in the pipeline, the top 10 drugs in 2029 and the therapy areas driving the projected 5.9% annualised growth rate.

There’s lots more that I’ll cover in the session so if you’re attending the conference, please do come along. We’ll also have plenty of the team there to talk about other big issues in the industry and about some of the exciting ways our consultants can leverage our wealth of data, analytics, disease area expertise, and SaaS capabilities to support you in your competitive and strategic intelligence efforts.

If you’d like to take a look at the World Preview report ahead of the event, it’s available here. And if you’re not planning to attend Pharma CI, my colleagues are presenting a webinar which will cover many of the areas in my presentation on 21st Sept.

I hope to see you in Newark!


Alex Bour, Ph.D

Practice Area Lead, Competitive Intelligence, Norstella


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