Evaluate a Norstella company
Evaluate a Norstella company
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CNS

Evaluate Spotlight: CNS

The commercial outlook, deal trends, and pipeline shifts shaping oncology strategy
20 minutes

–

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WH
Wen-Yu Huang
Therapy Area Director
EW
Emma Wille
Senior Analyst

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Episode Video

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20 minutes

What the episode covers

  • Why CNS is back in favor after years of pharma exits
  • How acquirers stay active while keeping deal sizes disciplined
  • Why licensing volume collapsed even as deal values held firm
  • What the rising bar means: human data is now table stakes
  • How M&A and licensing are chasing very different indications
  • Why RNAi and brain-shuttle delivery are drawing the next wave of capital

Additional content

Go Deeper

Report

Report

Investment Trends, Licensing Dynamics & Strategic Asset Selection  

CNS dealmaking has regained strategic momentum with a far higher bar. M&A favors validated commercial indications; licensing clusters around neurodegeneration, now demanding human proof-of-concept data.
Blog

Blog

CNS Dealmaking has Become More Selective

CNS drug development has had a significant revival. A therapeutic area that saw multiple big pharma exits just a decade ago is attracting capital again.
Wen-Yu Huang

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Immunology

Melanie Senior & Helena Kelly
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