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15 handpicked stocks

Pharma's Next Big Deal

This carefully curated group of stocks features promising biotech companies with valuable drug pipelines. These smaller firms could become the next targets for lucrative partnerships or acquisitions by pharmaceutical giants, similar to Glenmark's recent $2 billion deal with AbbVie.

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Han Tan | Market Analyst

Updated 1 day ago | Published at July 11

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

BBIO

Bridgebio Pharma Inc

BBIO

Current price

$51.32

Its focus on developing transformative medicines for genetic diseases makes it a prime acquisition target for larger firms seeking entry into the rare...

Its focus on developing transformative medicines for genetic diseases makes it a prime acquisition target for larger firms seeking entry into the rare disease market.

RPRX

Royalty Pharma plc

RPRX

Current price

$36.35

As a buyer of biopharmaceutical royalties, Royalty Pharma directly benefits from the trend of smaller companies out-licensing successful drugs to larg...

As a buyer of biopharmaceutical royalties, Royalty Pharma directly benefits from the trend of smaller companies out-licensing successful drugs to larger ones.

ORIC

ORIC Pharmaceuticals

ORIC

Current price

$9.71

The company's specific focus on overcoming cancer resistance addresses a critical unmet need, making its pipeline highly valuable for a potential phar...

The company's specific focus on overcoming cancer resistance addresses a critical unmet need, making its pipeline highly valuable for a potential pharma partner.

About This Group of Stocks

1

Our Expert Thinking

Big pharma companies increasingly acquire innovation by partnering with smaller, specialized biotech firms. This creates opportunities to invest in potential acquisition targets before they receive partnership offers that can send stock prices soaring, as seen with Glenmark's nearly $2 billion AbbVie deal.

2

What You Need to Know

These companies are clinical-stage biopharma firms developing novel therapies in high-demand areas like oncology and rare genetic diseases. They absorb early R&D risk but offer significant upside potential if their innovative pipelines attract partnership interest from larger pharmaceutical companies.

3

Why These Stocks

Each company in this group has been selected for its innovative pipeline and similarity to the profile of firms that typically attract major partnership deals. They represent smaller biotech companies with valuable drug candidates that could be attractive acquisition targets for pharmaceutical giants.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+371.43%

Group Performance Snapshot

371.43%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 371.43% over the next year.

14 of 14

Stocks Rated Buy by Analysts

14 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

💰

Billion-Dollar Deal Potential

These companies could be the next Glenmark, which secured a $2 billion licensing deal with AbbVie. Even early-stage partnerships can bring substantial upfront payments, sometimes in the hundreds of millions.

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Innovation That Big Pharma Needs

Large pharmaceutical companies increasingly depend on smaller biotech firms for innovation. With patents expiring and pressure to deliver new drugs, these nimble companies with cutting-edge pipelines become valuable acquisition targets.

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Takeover Premium Opportunity

When acquisition offers are announced, target company stocks typically surge. By investing before a deal is announced, you position yourself to potentially benefit from the significant premiums paid in biopharma acquisitions.

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