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Session X — Investment Banking Perspectives

The Market Is Warm, Not Hot — and That’s Exactly the Point

Three senior investment bankers — Sonia Gupta (Goldman Sachs), Jerry Lee (J.P. Morgan), Eric Tokat (Centerview Partners) — on biotech M&A, funding, and the China dynamic.


Market Recovery

  • Biotech IPO volume: $2.5B YTD April 2026 — matching all of 2025 already
  • XBI at 130 is “innovation-driven,” divorced from interest rate correlation
  • Quality bar much higher: 2020-2021 had ~30% preclinical IPOs; “we broke the market — it’s getting fixed”

M&A as the Circulatory System

  • 26 transactions >$1B in 2025 (record); 14 more in first 4 months of 2026
  • Goldman advised on Avidity/Novartis (~9.2B) in three weeks — $20B recycled to investors
  • Structural driver: patent cliffs — Lilly’s $75B incremental revenue trajectory goes to zero within years
  • M&A is mandatory, not opportunistic

China: The Supply Is Unstoppable

  • China: 17% of new molecular entities in clinical development (2015) → 48% (2025)
  • Six or seven Chinese companies sold via M&A at 1/3 to 1/4 the price of equivalent US assets
  • 150 east-to-west deals last year: 7B upfront — more than all HK/A-share biotech capital raises combined
  • “China is being funded by BD”

TechBio

  • Coefficient Bio/Anthropic ($400M) is notable but large-scale TechBio M&A awaits clinical proof of concept
  • “Investors will not be able to look away the second we generate clinical proof of concept multiple times off a TechBio platform”

Funding Playbook

  1. Quality over window — clinical PoC or validated biology required
  2. M&A is a strategic option, not a failure mode
  3. Know the Chinese competitive landscape
  4. Dual-track (IPO + strategic) is the norm
  5. Speed is the organizing principle
  6. Avoid the hot market trap — “warm” is more durable