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From lab to market: Navigating value in a changing biotech landscape

Damien Ng
Damien Ng • 6 min read
From lab to market: Navigating value in a changing biotech landscape
The scale of unmet medical need across the region is considerable, and the demand for new therapies continues to expand as global disease burden grows / Photo: National Cancer Institute via Unsplash
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The global biopharmaceutical landscape is shifting in ways that matter for investors. Disease burdens are rising, and Asia, particularly China, is playing a larger role in shaping research and development. These forces are redefining where innovation happens and how investors should think about the sector.

The scale of unmet medical need across the region is considerable, and the demand for new therapies continues to expand as global disease burden grows. Cancer incidence is expected to rise sharply over the coming decades, while chronic conditions such as diabetes remain widespread.

For instance, estimates reveal that diabetes prevalence among Singapore residents aged between 18 and 74 was around 8.5% in 2022. At the same time, neurological diseases represent a growing and under-penetrated area of need. These conditions support long-term structural demand for new therapies, but they also raise the bar for what scientific and commercial success must look like.

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