Biotech

AI
September 2026

Drug Discovery Has No Magic Wands

Daphne Koller

Research

14 Pages

Daphne Koller argues AI will not transform drug discovery simply by designing molecules faster because the bigger bottleneck is understanding human disease biology.

Read more
Biotech
August 2026

The Unexpected Ways GLP-1s Are Transforming Consumer Behavior

BCG

Research

12 Pages

A BCG slideshow examines how GLP-1 drugs are reshaping consumer purchasing behavior across food, supplements, apparel, and dining, based on […]

Read more
Biotech
July 2026

Healthcare Investing: Finding Growth Beyond Pharmaceuticals

AllianceBernstein

Vinay Thapar, Jane Bleeg

Research

10 Pages

AllianceBernstein argues healthcare investors should look beyond large pharmaceutical stocks to capture the sector’s broader growth potential.

Read more
Biotech
July 2026

Immunology is being rewritten: why this matters for global equity investors

Schroders

John Bowler

Research

8 Pages

Schroders argues immunology’s $216 billion market is being reshaped by precision therapies, biologic-like pills, combination regimens, and early cell-therapy work.

Read more
Annual Report
June 2026

How can biopharma keep its balance?

EY

James Evans, Harish Kumar

Research

43 Pages

EY examines how biotechnology companies are balancing strong industry fundamentals against financing constraints, policy uncertainty, patent expirations, and increasing competition.

Read more
Biotech
June 2026

Biotech Buyside Study

Stifel

Research

24 Pages

Stifel updates its biotech buyside study using Form ADV, 13F, 13G and 13D data to map who owns public biotech.

Read more
Biotech
February 2026

Biopharma Market Update

Stifel

Tim Opler

Research

64 Pages

Tim Opler’s latest biopharma market update covers industry sentiment, M&A activity, capital markets & more.

Read more
Markets
January 2026

Quality Opportunities in Healthcare

GMO

Research

4 Pages

GMO describes healthcare as a sector where recent underperformance may be setting up a more interesting forward opportunity. Innovation remains the core engine, with growth tied to oncology, GLP 1 therapies, and vaccines, while demographics support demand.

Read more
Markets
January 2026

Biotech Investing

Verdad

Daniel Rasmussen

Research

29 Pages

Dan Rasmussen and the Verdad team cover the strangeness of the biotech sector, the recent tribulations that have led to massive underperformance of the broader market, the important role played by specialist biotech funds, the factors that drive performance, how to manage risk, and, ultimately, a strategy for how to invest quantitatively in the biotech sector.

Read more
Annual Report
January 2026

Biopharma Trends 2026

BCG

Research

12 Pages

BCG’s report on biopharma trends notes that biopharma’s average total shareholder return was 0% from 2021 to 2025, compared with 16% for the S&P 500. Over this five-year period, only 6 of the top 20 companies outperformed the S&P 500.

Read more
Markets
January 2026

The Case for Optimism

Stifel

Tim Opler

Research

99 Pages

Tim Opler reviews the fundamentals of the biotech sector and why he believes that the upside in the sector is just getting started.

Read more
Markets
January 2026

Women’s Health Volume I: The History of Female WellBeing

Stifel

Tim Opler

Research

236 Pages

In Volume I, Tim Opler reviews the history of women’s health research and discusses areas where progress has been most significant.

Read more
Markets
November 2025

Aging: Looking Forward

Stifel

Tim Opler

Research

333 Pages

In Part II, Tim Opler reviews the status of aging biology and discusses areas where future progress is most likely.

Read more
Markets
November 2025

Focus on fundamentals to bounce back

EY

Lisa LaMotta, James Evans

Research

34 Pages

EY analyzes the 2025 biotech landscape, finding revenues stabilizing while financing and M&A remain subdued.

Read more
Markets
November 2025

Biopharma Market Update

Stifel

Research

101 Pages

Stifel reviews a broad rebound across biotech and pharma, noting that investor optimism and strategic deal-making have returned.

Read more
Markets
November 2025

Biopharma Market Update

Stifel

Tim Opler

Research

69 Pages

Tim Opler gives an update on biotech in China (starting on page 34), noting that activity is off the charts and the U.S. venture presence increasingly visible.

Read more
Markets
October 2025

Breast Cancer: History and Outlook

Stifel

Tim Opler

Research

229 Pages

Tim Opler provides an intellectual progress report on breast cancer from the past to the present, analyzes today’s translational science, and discusses a dozen promising organizations developing new approaches.

Read more
Markets
September 2025

Biopharma Market Update

Stifel

Research

77 Pages

Stifel shared an update on the biopharma market.

Read more
Markets
September 2025

Human Progress, Medicine and AI

Stifel

Tim Opler

Research

101 Pages

Tim Opler's special report covers the adoption of innovation, why medical innovations are so slow to be adopted, and how this may change in the future.

Read more
Markets
August 2025

Biopharma Market Update

Stifel

Tim Opler

Research

73 Pages

Tim Opler covers the evolving cardiovascular drug field, which is accelerating due to the high unmet need.

Read more
Markets
July 2025

Obesity Drug Market Update

Stifel

Tim Opler

Research

253 Pages

Tim Opler gives an overview of the global obesity epidemic and the GLP-1 market.

Read more
Markets
June 2025

Oncology Market Update

Stifel

Tim Opler

Research

82 Pages

Tim Opler covers the trends, deals, valuations, and players in the oncology market.

Read more
Markets
May 2025

Biopharma Market Update

Stifel

Tim Opler

Research

106 Pages

Tim Opler gives an update on biotech in China (starting on page 47), highlighting the rapid change.

Read more
Markets
March 2025

Aging: A Brief History

Stifel

Tim Opler

Research

311 Pages

In Part I, Tim Opler traces the development of our understanding of aging, highlighting milestones, influential publications, and the intellectual progress that has shaped the field.

Read more
Markets
January 2025

Biopharmaceutical Outlook for 2025

Stifel

Tim Opler

Research

124 Pages

Stifel explains why biotech underperformed in 2024, what they predict for 2025, and what the current status is for biopharma capital markets activity.

Read more
Markets
April 2024

AI in Biopharma

Stifel

Tim Opler

Research

288 Pages

Tim Opler goes over the basics of AI and then delves into key opportunities for the use of AI in drug discovery, clinical trials and other settings.

Read more
Markets
August 2018

China’s Biotech Revolution

UBS

Min Lan Tan

Research

33 Pages

UBS explores China’s accelerating push into biotechnology and how it is shifting from cost-based manufacturing toward scaled drug innovation.

Read more

Join our newsletter to have all of this content
+ Exclusive Newsletter Bonus Content
delivered to your inbox every week

Scroll to Top