ADC vs CAR-T vs RLT Global Sales comparison

Biopharma restructurings & cash runways: 1H24 vs 1H23

I plotted Fund Size to DPI 335 funds (vintage year 2012-2017) DPI 0-1x (64%) 1-2x (27%) >2x (9%) These 3 buckets of performance mirrors the prob of success for drug going from Ph1 to Ph3 approval path - Red dots are life sci focused funds - Only 9 life sci funds did ≥1x

FDA approved RNA Drugs: 21 RNA therapeutics in targeting GPCRs cell.com/action/showPdf…

Obesity's 'beefed up' clinical landscape: 77 clinical stage programs from 52 companies! Source: Evercore

$XBI fund flows to date Year to date, XBI’s net inflows stood at $1,035.1M whereas IBB’s net inflows stood at $346.2M Source: JPM

Key PDUFA updates for the rest of 2024 Source: Cantor