CHC INTELLIGENCE • CONFIDENTIAL
CHC INTELLIGENCE • CONFIDENTIAL
CHC INTELLIGENCE • CONFIDENTIAL
CHC INTELLIGENCE • CONFIDENTIAL
CHC INTELLIGENCE • CONFIDENTIAL
CHC INTELLIGENCE • CONFIDENTIAL
CHC INTELLIGENCE • CONFIDENTIAL
CHC INTELLIGENCE • CONFIDENTIAL
CHC INTELLIGENCE • CONFIDENTIAL
CHC INTELLIGENCE • CONFIDENTIAL
CHC Intelligence

Global Healthcare Capital Markets & M&A Insights

Real-time tracking of the most significant transactions across the global healthcare landscape — from biopharma and AI Drug Discovery IPO & Financing, M&A and licensing deals to MedTech acquisitions, CDMO expansions, and CRO partnerships.

Get Access to Biotech Asset
$64B+
Biopharma M&A YTD 2026
$60B+
China Out-licensing YTD
$18B+
MedTech M&A YTD 2026
$15B+
AI Drug Discovery Deals YTD
XBI Biotech
82.40
+0.55%
NBI Biotech
4,820
+0.21%
S&P Healthcare
1,480
-0.12%
iShares MedTech
52.70
+0.44%
STOXX Health Care
810.4
+0.18%
Hang Seng Bio
1,080
+0.92%
Biopharma
M&A transactions, licensing deals, IPOs & financing, and strategic partnerships across the global biopharma landscape
Jan–May 2026 • $64B+ M&A • $60B+ Licensing
M&A Transactions
M&A May 2026

Gilead Sciences — $12.7B across 3 acquisitions

Gilead leads the 2026 league table with $12.7B in total deal value across three transactions, primarily in oncology and infectious disease.
M&A Apr 2026

Eli Lilly — $10.8B across 3 acquisitions

Lilly's aggressive buying spree spans CNS, immunology and metabolic medicine. Headline deal: Centessa Pharmaceuticals (CNS-focused biotech).
M&A May 2026

UCB Acquires Candid Therapeutics — $2B+ upfront

Belgian pharma UCB acquires autoimmune bispecific antibody platform Candid Therapeutics, strengthening its immunology pipeline.
M&A Q1 2026

Merck Acquires Terns Pharmaceuticals

Merck bolsters oncology pipeline targeting the upcoming Keytruda patent cliff, acquiring Terns' CML candidate.
M&A Q1 2026

Biogen Acquires Apellis Pharmaceuticals

Biogen expands its autoimmune and immunology portfolio with the acquisition of Apellis, adding complement-pathway assets.
M&A Feb 2026

Eli Lilly Acquires Orna Therapeutics — $2.4B

Lilly acquires Orna's in vivo CAR-T technology platform for autoimmune diseases, adding circular RNA capabilities.
Licensing Deals
License Q4 2025

CSPC Pharmaceutical → AstraZeneca — GLP-1

AstraZeneca in-licenses CSPC's GLP-1 weight-loss drug in the largest biotech licensing deal of 2025–2026, transforming the obesity competitive landscape.
License Q2 2025

Hengrui Pharma → GSK — Multi-program

GSK in-licenses 12 drug candidates across respiratory, immunology/inflammation and oncology from Hengrui. $500M upfront with ~$12B milestones.
License Q3 2025

BioNTech → Bristol Myers Squibb — Oncology

BMS in-licenses BioNTech's next-generation bispecific antibody for oncology. $1.5B upfront — one of the largest single upfronts in biotech history.
License Early 2026

RemeGen → AbbVie — ADC Platform

AbbVie in-licenses RemeGen's antibody-drug conjugate platform, deepening its oncology portfolio with next-gen ADC technology.
License 2024–2025

Akeso → Summit Therapeutics — PD-1/VEGF Bispecific

Summit licenses ivonescimab, a PD-1/VEGF bispecific antibody, for global development and commercialization in oncology.
License Q1 2026

Sino Biopharmaceutical → Sanofi

Sanofi partners with Sino Biopharmaceutical for development and commercialization of advanced therapeutic compounds discovered by Sino Bio.
IPO & Financing
Company
Exchange
Raised
Ticker
Month
Focus
Kailera Therapeutics US
NASDAQ
$718.8M
KLRA
Apr 2026
Obesity (GLP-1/GIP dual agonist ribupatide)
Eikon Therapeutics US
NASDAQ
$381M
2026
Oncology (TLR7/8 agonist + pembrolizumab)
Aktis Oncology US
NASDAQ
$365M
Jan 2026
Radiopharmaceuticals (Nectin-4 targeting)
Veradermics US
NYSE
$294.8M
MANE
Feb 2026
Dermatology (oral minoxidil for hair loss)
Alamar Biosciences US
NASDAQ
$219.9M
ALMR
Apr 2026
Proteomics (neurology, Alzheimer’s biomarkers)
Agomab Therapeutics Belgium
NYSE
$200M
AGMB
Feb 2026
Fibrosis (TGFβ, Crohn’s, IPF)
Odyssey Therapeutics US
NASDAQ
$172.5M
ODTX
May 2026
Immunology (inflammation drug development)
HKEX Watch: HKEX
HKEX Chapter 18A continues to attract healthcare listings — ICONBIOL filed HKEX IPO in Mar 2026, and 84 biotech companies have listed via Chapter 18A as of Jan 2026.
ICONBIOL (ICON Biotechnology)
Filed HKEX IPO Mar 2026, ~$500M target
84 Biotech Listed via Ch.18A
HKEX Biotech framework — as of Jan 2026

AI Drug Discovery
AI-powered R&D is transforming drug discovery — from computational design to clinical trials, AI-native companies are reshaping the biopharma value chain
$15B+ AI drug discovery deals YTD • 100+ AI-designed molecules in pipelines
M&A & Licensing
License Jan 2025

Isomorphic Labs → Eli Lilly & AbbVie — Multi-target

Isomorphic Labs signs multi-target drug discovery partnerships with Eli Lilly and AbbVie, collectively worth up to $3B+ in milestones. The deals leverage AlphaFold-derived structure prediction for novel target design.
M&A Q4 2025

Recursion Pharmaceuticals Acquires Cyclica & Valence

Recursion expands its AI drug discovery platform by acquiring Cyclica (computational drug design) and Valence (small molecule AI). Consolidates its position as the largest publicly traded AI-native biotech with 4+ clinical programs.
License 2025–2026

Exscientia → Merck KGaA — AI-Designed Oncology

Exscientia partners with Merck KGaA on AI-designed oncology candidates, using precision medicine algorithms to identify optimal patient subgroups. Deal includes $600M+ in potential milestones.
License 2025

Insilico Medicine — Multiple Out-licensing Deals

Insilico Medicine out-licenses AI-discovered assets across fibrosis, oncology and CNS. ISM001-055 (AI-discovered anti-fibrotic) enters Phase II — the first fully AI-discovered drug to reach late-stage clinical trials.
IPO & Financing
IPO Mar 2026

Generate Biomedicines — $400M IPO (NASDAQ: GENB)

Flagship-founded Generate Biomedicines goes public on NASDAQ, raising $400M. The company uses generative biology AI to design novel protein therapeutics, with its lead asset (anti-TSLP) in Phase 3 for asthma.
Financing Q4 2025

Genesis Therapeutics — $200M Series C

Genesis Therapeutics raises $200M Series C to advance its AI-driven molecular design platform for difficult-to-drug targets. The round was led by a16z Bio + Health, with participation from Fidelity and BlackRock.
Financing 2025–2026

XtalPi — $600M+ for AI Drug Design

XtalPi, backed by Tencent and SoftBank, raises $600M+ to scale its AI-powered crystal structure prediction and drug design platform. The company partners with Pfizer, Google and multiple China biotechs for AI-accelerated molecular optimization.
Partnership Q1 2026

Absci Corporation & Merck — Generative AI Antibody Design

Absci expands its partnership with Merck, using generative AI to design novel antibody therapeutics. The collaboration leverages Absci's zero-shot AI model for de novo antibody generation, significantly reducing discovery timelines.

MedTech
Medical device, diagnostics and digital health — M&A, licensing, IPOs & financing, partnerships and expansion
$18B+ MedTech M&A YTD 2026
M&A & Licensing
Acquisition Q1 2026

Abbott Acquires Enovis Vascular Unit

Abbott expands its structural heart and vascular portfolio through a targeted acquisition of Enovis's vascular division, strengthening its position in peripheral artery disease treatment devices.
Acquisition Q2 2025

Medtronic Acquires EOFlow — Wearable Insulin Delivery

Medtronic acquires EOFlow, maker of the EOPatch wearable insulin delivery device, to complement its MiniMed insulin pump business and expand into patch-pump diabetes management globally.
Acquisition Q3 2025

Stryker Acquires Inari Medical — VTE Treatment

Stryker acquires Inari Medical, a leader in venous thromboembolism (VTE) treatment devices, for $4.9B. The acquisition adds Inari's FlowTriever and ClotTriever mechanical thrombectomy systems.
Acquisition Q4 2025

BD Acquires Edwards Lifesciences Critical Care — $4.2B

Becton Dickinson acquires Edwards Lifesciences' Critical Care segment, adding hemodynamic monitoring and advanced patient monitoring technologies. Enhances BD's position in acute care and ICU environments globally.
Acquisition Q1 2026

Siemens Healthineers Acquires Corteva Diagnostics

Siemens Healthineers expands its in-vitro diagnostics (IVD) portfolio by acquiring Corteva Diagnostics, gaining access to advanced point-of-care testing and lab automation solutions.
Partnerships & Expansion
Partnership Early 2026

GE HealthCare & Nvidia — AI Diagnostics Platform

GE HealthCare and Nvidia announce a strategic partnership to integrate AI-accelerated computing across GE's imaging and diagnostics platforms. The collaboration targets AI-driven radiology, pathology, and clinical decision support at scale.
Expansion 2025–2026

Mindray — Global IVD & Monitoring Expansion

China's Mindray Medical scales global IVD and patient monitoring distribution across 190+ countries. New partnership with European hospital networks for integrated ICU monitoring. EU MDR Class IIa/IIb clearances accelerate market penetration.

CDMO & CRO
Global contract development, manufacturing, and clinical research organisations — M&A, capacity expansions, partnerships and new service models
$30B+ CDMO/CRO Deals YTD 2026
CDMO & Manufacturing Partnerships
CDMO 2025–2026

WuXi Biologics — Global Capacity Expansion

WuXi Biologics accelerates international CDMO expansion with new facilities in Ireland and Singapore. Despite US BIOSECURE Act headwinds, the company retains a strong non-US client base and continues to win biologics manufacturing contracts from European and Asian innovators.
CDMO Q1 2026

Samsung Biologics — Plant 5 Launch & $7B Contracts

Samsung Biologics launches its fifth biomanufacturing plant (180,000L capacity) at Incheon BioCluster, bringing total capacity to 784,000L — the world's largest single-site CDMO. Secures $7B+ in new multi-year manufacturing contracts including an Eli Lilly long-term biologic supply deal.
CDMO Q3 2025

Lonza — Cell & Gene Therapy Capacity Ramp

Lonza expands its Cocoon Platform cell therapy manufacturing and opens a dedicated AAV gene therapy manufacturing suite in Portsmouth, NH. Secures multi-year supply agreements with top-tier CAR-T and gene therapy developers.
CDMO 2025–2026

Asymchem — China CDMO Leader Expands Globally

Asymchem Laboratories expands US and European API manufacturing footprint. Wins multiple GLP-1 peptide API supply contracts as global demand for obesity drugs surges; also active in ADC linker-payload CDMO services.
CDMO 2025–2026

Thermo Fisher — Patheon CDMO Network Expansion

Thermo Fisher expands its Patheon CDMO network with new sterile injectable lines in Greenville, NC and Monza, Italy. Wins $3B+ in new multi-year pharma manufacturing contracts including mRNA lipid nanoparticle (LNP) production.
CDMO Q1 2026

FUJIFILM Diosynth — $1.2B US Biomanufacturing Expansion

FUJIFILM Diosynth Biotechnologies completes a $1.2B expansion of its Holly Springs, NC large-scale mammalian cell culture facility. The site becomes one of North America's largest CDMO facilities for monoclonal antibody and gene therapy production.
Clinical Research Organisations (CRO)
CRO Q2 2026

IQVIA Acquires Certara — Biosimulation & CRO

IQVIA acquires Certara, a leading biosimulation and model-informed drug development (MIDD) company, to integrate quantitative pharmacology capabilities into its clinical CRO and real-world evidence platform.
CRO Q1 2026

ICON plc — Decentralised Trial Expansion

ICON plc announces a major expansion of its decentralised clinical trial (DCT) capabilities, partnering with three digital health platforms. Wins a $1.2B multi-year contract from a top-5 pharma company for global Phase 2/3 execution.
CRO Q4 2025

Labcorp — Central Lab & CRO Services Growth

Labcorp Drug Development expands global central laboratory services with new hubs in Singapore and Dublin, supporting complex clinical trial biomarker testing. Wins strategic FSP (Functional Service Provider) agreements with three top-10 pharma companies.
CRO Q1 2026

Parexel — AI-Driven Clinical Operations

Parexel launches AI-powered clinical trial platform integrating real-world data, predictive enrollment modelling, and automated site selection. Wins $800M+ in new contracts from mid-size biotechs for Phase 2/3 oncology and rare disease programmes.

China Healthcare Overview 2026
The world's fastest-growing healthcare innovation hub — from biopharma out-licensing to AI drug discovery, MedTech exports and CDMO/CRO dominance
Updated May 2026
Market Snapshot
$60B+
Out-licensing YTD 2026
60+
Assets out-licensed
$28B
MedTech market size
$18B+
CRO/CDMO revenue
15+
AI-designed molecules in clinic
50+
CHC Tracked Assets
Key Healthcare Themes
GLP-1/Obesity: China-origin assets leading global deals (CSPC→AZ $18.5B)
ADC Platforms: Dominant in global out-licensing (RemeGen→AbbVie $5.6B)
CDMO/CRO Dominance: WuXi, Asymchem, Tigermed, Pharmaron commanding global biologics, API & clinical services
MedTech Exports: IVD, surgical robots, imaging — Mindray, MicroPort, United Imaging scaling globally
AI Drug Discovery: Insilico, XtalPi, ByteDance-backed — AI-designed molecules entering clinical trials
Out-licensing

Global Licensing Surge

China biopharma out-licensing reached record $60B+ in 2025–2026. Global pharma acquires China-origin assets for oncology, metabolic, and autoimmune indications.
CDMO & Manufacturing

China CDMO Global Ascent

WuXi Biologics, Asymchem, and Samsung Biologics position China as the world's top biologics and API CDMO hub. GLP-1 and ADC demand drives record capacity expansions across Asia-Pacific.
AI Drug Discovery

AI-Powered R&D Revolution

Insilico Medicine's ISM001-055 (AI-discovered anti-fibrotic) enters Phase II. XtalPi raises $600M+ for AI-driven drug design. 15+ AI-designed molecules from China now in clinical trials, covering oncology, immunology and CNS.
MedTech

MedTech Export Powerhouse

China's $28B+ MedTech market fuels global expansion. Mindray leads IVD and patient monitoring exports. United Imaging installs 2,000+ MRI/CT systems overseas. MicroPort's Firehawk stent approved in 20+ countries. Surgical robot makers (TINAVI, Edge Medical) enter EU & MENA.
CRO Services

CRO Scaling & Global Reach

Tigermed (300+ global sites) and Pharmaron expand full-service CRO offerings — from early discovery through Phase III. China CROs leverage 30–50% cost advantage and rapid patient enrollment to attract global pharma sponsors.
HKEX & IPOs

HKEX Healthcare Listings

Multiple China healthcare companies — including biotechs, MedTech and CDMO players — listed on HKEX in 2025–2026. HKEX remains the preferred gateway for Asia-Pacific healthcare capital. Chapter 18C reforms continue to attract pre-revenue MedTech and AI-driven biotechs.

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