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The Quarterly Rx: Q1 2024 U.S. Biopharma Recap

Biopharma’s rebound came into full effect in Q1 2024. Major biopharma indices extended their year-end rally helping lay the foundation for an extremely active quarter for public financings with 105 total offerings (including IPOs, follow-ons, PIPEs and RDs), raising a total of $18.7 billion. Both totals were the highest since the first quarter of 2021. Additionally, the private financing market skewed later-stage and “crossovers” became more common thanks to a reopening IPO window.

Meanwhile, big pharma’s appetite for deal making continued with eight acquisitions announced over $1 billion in deal value and 10 partnering deals announced with more than $50 million in upfront proceeds this quarter. Although, some market participants worry the recovery has been too swift, and the U.S. presidential election looms large for overall market health, the stage remains set for a much more favorable 2024 for biopharma.

William Blair's biopharma team shares additional perspectives on the biopharma environment in Q1 2024 and what to expect for the remainder of the year.

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