Healthcare & Biotech

SHERIDAN, WYOMING - December 4, 2025 - Life sciences dealmaking is regaining momentum after a period of macroeconomic caution, but new research from West Monroe shows that transaction volume alone will not determine who comes out ahead. Instead, success in the next wave of M&A will hinge on execution speed, AI and digital maturity, and the ability to integrate people and cultures without losing focus on the deal thesis.

Dealmaking Rebounds, but the Rules Have Changed

West Monroe's report, The Next Wave of Life Sciences M&A: Navigating Policy, Power, and Progress, combines practitioner insight with a survey of 250 private equity firms and strategic acquirers in life sciences. The findings point to a clear rebound in activity: 68% of respondents expect more acquisitions in the next two years, while only 7% plan no deals at all.

SHERIDAN, WYOMING - December 3, 2025 - AGC Biologics is expanding its Cell Line Development Center of Excellence through a new partnership with ATUM, integrating the Leap-In Transposase® expression platform to help biopharma developers move monoclonal antibodies and complex next-generation biologics into the clinic faster and more cost-effectively.

New options for faster, more flexible cell line development

As pressure grows to launch high-value biologics at lower cost, drug sponsors are looking for cell line development (CLD) solutions that combine speed, robustness and scalability. AGC Biologics' collaboration with ATUM adds a modern transposase-based expression platform to its CLD toolkit, creating a menu of fit-for-purpose options for standard monoclonals, multi-specific antibodies and other complex molecules.

SHERIDAN, WYOMING - December 3, 2025 - AGC Biologics has signed a new manufacturing agreement with AAVantgarde Bio to produce dual-vector AAV gene therapies for Stargardt disease and retinitis pigmentosa, positioning its BravoAAV™ platform at the center of next-generation treatments for inherited retinal disorders with no approved therapies.

Dual-vector AAV platform targets previously "untreatable" retinal genes

Under the deal, AGC Biologics will provide GMP manufacturing for AAVantgarde's two clinical-stage candidates: AAVB-039 for Stargardt disease, the most common inherited form of macular degeneration in children and young adults, and AAVB-081 for retinitis pigmentosa caused by Usher syndrome type 1B. Both programs are in Phase 1/2 trials, with AAVB-039 being tested in the U.S., UK and Europe, and AAVB-081 representing the first-ever dual AAV gene therapy in an ocular indication.

SHERIDAN, WYOMING - December 3, 2025 - AGC Biologics has signed a strategic development and manufacturing agreement with Repair Biotechnologies to advance a novel mRNA therapeutic aimed at rapidly stabilizing and shrinking atherosclerotic plaques, addressing what both partners describe as the leading single cause of human mortality worldwide.

Targeting plaque biology in a high-burden cardiovascular market

The collaboration focuses on an mRNA-based therapy designed to stabilize and reduce atherosclerotic plaques in major blood vessels, directly tackling the root pathology behind heart attacks and strokes. Rupture of unstable plaque and subsequent thrombotic events account for an estimated 27% of all human deaths, underscoring the strategic importance of any technology capable of reversing or halting plaque progression.

SHERIDAN, WYOMING - December 3, 2025 - AGC Biologics is partnering with public benefit company Rarity PBC to bring a potentially life-saving gene therapy for Adenosine Deaminase Severe Combined Immunodeficiency (ADA-SCID) through commercial manufacturing and toward FDA approval, underscoring how CDMO collaborations are becoming central to translating academic breakthroughs into scalable rare disease treatments.

From transformational trials to a U.S. commercial pathway

Under the new agreement, AGC Biologics will provide end-to-end development and GMP manufacturing for Rarity's ex vivo autologous gene therapy RDP-101. If approved, RDP-101 would become the first gene therapy commercially available in the United States to reverse ADA-SCID, a rare inherited immunodeficiency that leaves infants dangerously exposed to severe, recurrent infections.

SHERIDAN, WYOMING - December 2, 2025 - Roche has secured FDA 510(k) clearance with a CLIA waiver and CE IVDR certification for its first point-of-care test to diagnose Bordetella infections, providing primary care and emergency clinicians with PCR-accurate results in just 15 minutes to help control whooping cough and related diseases.

Fast, PCR-accurate diagnosis at the point of care

Running on the cobas® liat system, Roche's new assay delivers lab-quality PCR results in GP offices and emergency rooms within a standard consultation. The 15-minute turnaround allows physicians to move from suspicion to definitive diagnosis immediately, supporting timely antibiotic prescribing that can prevent severe complications and reduce onward transmission.

SHERIDAN, WYOMING - December 2, 2025 - Roche has reported landmark Phase III results for its oral selective estrogen receptor degrader (SERD) giredestrant, positioning the candidate as a potential new standard of care in early-stage ER-positive, HER2-negative breast cancer after a pivotal trial showed superior invasive disease-free survival versus standard endocrine therapy.

First oral SERD to show superior invasive disease-free survival

The Phase III lidERA Breast Cancer study evaluated adjuvant giredestrant against standard-of-care endocrine monotherapy in more than 4,100 patients with medium- or high-risk stage I-III ER-positive, HER2-negative early breast cancer. At a pre-planned interim analysis, the trial met its primary endpoint: giredestrant delivered a statistically significant and clinically meaningful improvement in invasive disease-free survival compared with standard endocrine therapy.

SHERIDAN, WYOMING - December 2, 2025 - Royal Philips is expanding commercial availability of its LumiGuide 3D Device Guidance solution across Europe and the United States, positioning its real-time, AI-enabled, light-based navigation technology as a new benchmark for radiation-free image-guided therapy in complex endovascular procedures.

Real-time 3D navigation without continuous X-ray

SHERIDAN, WYOMING - December 2, 2025 - Roche is re-entering the frontline of Alzheimer's disease drug development, after new Phase I/II data showed its next-generation antibody trontinemab cleared amyloid plaques below the threshold of positivity in the vast majority of treated patients while keeping key safety signals under tight control.

Early Brainshuttle data show deep amyloid clearance

In the ongoing Brainshuttle AD Phase I/II study, 92% of patients treated with trontinemab achieved amyloid levels below 24 centiloids, the PET scan threshold commonly used to define amyloid positivity. The data, presented at the 2025 Clinical Trials on Alzheimer's Disease (CTAD) meeting, mark one of the strongest plaque-clearing signals yet seen in a mid-stage program.

SHERIDAN, WYOMING - December 2, 2025 - A leaked memo from FDA vaccine chief Vinay Prasad alleging that COVID-19 vaccines caused the deaths of 10 children has triggered a sharp backlash from scientific experts and investors, underscoring deep tensions inside U.S. vaccine regulation and adding fresh volatility for mRNA players Moderna and BioNTech.

An internal memo with external market consequences

In a six-page document titled "Deaths in children due to COVID-19 vaccines and CBER's path forward," Center for Biologics Evaluation and Research head Vinay Prasad claimed that an internal investigation had identified 10 child deaths "linked" to COVID-19 vaccination, based on reports in the Vaccine Adverse Events Reporting System (VAERS). The memo, published by The Washington Post, did not provide specific data, case details or manufacturer names.