Asset-Centricity
Asset-centricity is an approach to investing in the life sciences field with a focus on key assets, such as a pharmaceutical molecule that could form the basis for a novel new drug which has already been identified, rather than on discovering such assets through basic research & development.[1][2][3]
The asset-centric investing model is an attempt to streamline the drug discovery process, based on the widely-held belief that it has become too expensive.[2][4] It de-couples life sciences assets from the infrastructure necessary to develop them, with the goal of improving returns on invested capital.[5]
A typical asset-centric startup company would have a single asset, or sometimes two, with a team of experts, including drug developers, shared across a back-end structure and across a variety of portfolio life sciences companies. These team members would coalesce for specific, focused drug-discovery projects[2] The bulk of funding would support the development of the primary asset, with the rest supporting a secondary asset and infrastructure.[1][5][6][7]
History
The asset-centric model of investing was developed by Index Ventures, a venture capital firm.[7][8] Forms of the asset-centric model have subsequently been adopted by other life sciences investment firms such as Atlas Venture and Symphony Capital.[2]
Examples of Asset-Centric companies
Examples of life sciences companies built on the asset-centric investing model include:
- Aegerion Pharmaceuticals (NASDAQ: AEGR)[2]
- Arteas Therapeutics (acquired by Eli Lilly in 2014)[9][10]
- OncoEthix (acquired by Merck & Co.)[2]
- Pangenetics (acquired by AbbVie)[2][7]
- XO1 Limited (acquired by Janssen Pharmaceutica)[11]
References
- 1 2 "Decentralising drug research". The Economist. May 24, 2014.
- 1 2 3 4 5 6 7 "Venture capitalists ride biotech wave one drug at a time". Reuters. April 10, 2015.
- ↑ "Atlas Venture unveils a $280M pure play biotech startup fund". FierceBiotech. April 17, 2015.
- ↑ "Why drugs are expensive: It’s the science, stupid.". Scientific American. January 6, 2014.
- 1 2 "The Lone Biotech Bear?". Forbes. January 21, 2015.
- ↑ "Glaxo Joins J&J in $200 Million Fund With Index Ventures". Bloomberg News. March 21, 2012.
- 1 2 3 "Index Ventures adds big pharma to asset-centric model". EPVantage. March 21, 2012.
- ↑ "Index Ventures appoints antibody expert as partner". MedNous. September 3, 2010.
- ↑ "Lilly buys back a migraine therapy from Arteaus Therapeutics". FierceBiotech. January 13, 2014.
- ↑ "Asset-Centric Milestone". BioCentury. January 20, 2014.
- ↑ "J&J stays mum about cash, but biotech buyout is a landmark win for Index fund". FierceBiotech. March 18, 2015.