When & Why to Use This Skill
This Claude skill is a specialized intelligence tool for the pharmaceutical and biotech sectors, designed to automate the tracking of M&A, licensing, and investment deals. By aggregating data from SEC filings and press releases, it provides real-time competitive intelligence, financial benchmarking, and trend analysis to support strategic decision-making and partnership identification.
Use Cases
- Competitive Intelligence: Monitor competitor acquisition strategies and therapeutic area shifts by tracking their latest M&A and licensing activities.
- Business Development & Scouting: Identify potential partners or acquisition targets by filtering deal flows by specific drug targets (e.g., EGFR, KRAS) or clinical stages.
- Market Trend Analysis: Visualize industry-wide momentum in specific sectors, such as the rise of Antibody-Drug Conjugates (ADCs) or early-stage venture capital trends.
- Financial Benchmarking: Analyze deal structures, including upfront payments and milestone distributions, to establish benchmarks for upcoming negotiations.
| name | deal-tracker |
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| description | | |
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| Keywords | deals, M&A, licensing, partnership, collaboration, acquisition, pharma deals |
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| category | Business Intelligence |
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| tags | [deals, manda, licensing, partnership, investment] |
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| version | 1.0.0 |
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| author | Drug Discovery Team |
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Deal Tracker Skill
Track pharmaceutical industry deals, M&A, and partnerships.
Quick Start
/deals --oncology --year 2024
/partnership --type licensing --target "EGFR"
/ma-summary --biotech --threshold 100M
What's Included
| Section |
Description |
Source |
| Deal Feed |
Recent announcements |
Press releases, SEC |
| M&A Tracker |
Acquisitions and mergers |
SEC 8-K, 10-K |
| Licensing Deals |
In-licensing, out-licensing |
Company announcements |
| Partnerships |
R&D collaborations |
Press releases |
| Investment |
Venture capital, IPO |
SEC, exchanges |
Output Structure
# Deal Tracker: Oncology Targets (2024)
## Summary
| Metric | Count | Total Value |
|--------|-------|-------------|
| Total Deals | 127 | $45.2B |
| M&A | 12 | $28.5B |
| Licensing | 89 | $14.3B |
| Partnerships | 26 | $2.4B |
## Recent Deals (Last 30 Days)
### M&A
| Date | Acquirer | Target | Value | Type |
|------|----------|--------|-------|------|
| 2024-12-15 | Pfizer | Seagen | $43B | Acquisition |
| 2024-12-10 | BMS | Mirati | $4.8B | Acquisition |
### Licensing
| Date | Licensee | Licensor | Asset | Upfront | Milestones |
|------|----------|---------|-------|---------|------------|
| 2024-12-08 | AstraZeneca | Hengrui | KRAS G12D | $100M | $800M |
| 2024-12-05 | Merck | Daiichi Sankyo | ADC platform | $300M | $1.5B |
## By Target Class
| Target | Deals | Total Value | Avg Upfront |
|--------|-------|-------------|-------------|
| EGFR | 8 | $1.2B | $85M |
| KRAS | 12 | $2.8B | $120M |
| HER2 | 6 | $950M | $78M |
## By Deal Type
| Type | Count | Total Value | Trend |
|------|-------|-------------|-------|
| Acquisition | 12 | $28.5B | ↑ |
| Asset purchase | 45 | $8.2B | → |
| Platform license | 28 | $5.1B | ↑ |
| Co-development | 18 | $1.8B | → |
| Option agreement | 24 | $2.1B | ↓ |
## Key Observations
1. **M&A resurgence**: 12 biotech acquisitions in H2
2. **ADC momentum**: Antibody-drug conjugates dominate
3. **Early-stage focus**: 60% of deals at preclinical/Phase 1
4. **Oncology dominance**: 70% of deal value in oncology
Deal Types
| Type |
Description |
Typical Structure |
| Acquisition |
Full company buyout |
Cash + stock |
| Asset Purchase |
Specific asset(s) |
Upfront + milestones |
| Licensing |
Rights to develop/sell |
Upfront + royalties + milestones |
| Co-development |
Joint development |
Cost/revenue sharing |
| Collaboration |
R&D partnership |
Funded research |
| Option |
Right to acquire later |
Option fee + exercise price |
| Spin-off |
Company separation |
Share distribution |
Valuation Ranges
| Stage |
Typical Upfront |
Total Deal |
| Preclinical |
$10-50M |
$100-500M |
| Phase 1 |
$30-100M |
$200-800M |
| Phase 2 |
$50-200M |
$500M-2B |
| Phase 3 |
$100-500M |
$1B-5B |
| Approved |
$200M-2B |
$2B-10B+ |
Running Scripts
# Recent deals feed
python scripts/deal_tracker.py --feed --days 30
# Filter by target
python scripts/deal_tracker.py --target EGFR --include licensing,manda
# Deal summary
python scripts/deal_tracker.py --summary --year 2024 --oncology
# Export to CSV
python scripts/deal_tracker.py --export --format csv --output deals.csv
Requirements
pip install requests beautifulsoup4 pandas
Reference
Best Practices
- Verify from multiple sources: Cross-check deal values
- **Track milestones: Monitor deal progression
- Understand structure: Upfront vs milestones vs royalties
- Compare benchmarks: Similar deals for reference
- Monitor regulatory: FTC approval may be required
Common Pitfalls
| Pitfall |
Solution |
| Misreported values |
Check SEC filings |
| Confusing announced vs closed |
Track closing conditions |
| Ignoring milestones |
Total value often optimistic |
| Currency confusion |
Note USD vs local |
| Double counting |
Verify unique deals |
Limitations
- Private deals: Terms often undisclosed
- Delayed reporting: SEC filings lag announcements
- Incomplete milestones: Many undisclosed
- Value estimates: Some values are estimates
- Geographic bias: US deals better covered
