Analysis Bio shocks
In the first half of 2025, global geopolitical tensions continued to rise, with resulting economic shifts as the biopharmaceutical market responded at pace. GlobalData’s ‘The State of the
Biopharmaceutical Industry’ found out how industry professionals are closely monitoring the rise of anti-obesity medications, advancements in precision medicine and the transformative potential of artificial intelligence, all while grappling with supply chain challenges and regulatory changes.
ith H1 2025 now in the rearview mirror, the biopharmaceutical industry is still grappling with a complex interplay of factors that are reshaping its growth trajectory. We investigate a recent report from GlobalData that highlights several critical trends that industry professionals are closely monitoring.
W
Evolving drug pricing policies and geopolitical tensions
The optimism surrounding pharmaceutical industry growth has notably waned, with many professionals attributing this shift to the new US administration’s policy changes. The introduction of the Most Favored Nation (MFN) executive order, which aims to reform drug pricing, has raised concerns about profitability and innovation within the sector. Coupled with the ever-changing potential for tariffs – both general and pharma-specific – these developments have created an atmosphere of uncertainty, particularly in the context of strained US-China relations. Industry stakeholders are increasingly wary of how these geopolitical tensions could disrupt
supply chains, impact investments and complicate pricing strategies. As tariffs continue to be an uncertainty even if they have been agreed already, the industry is bracing for further potential disruptions that could hinder the manufacturing and distribution of essential medications.
The rise of anti-obesity medications Amid these challenges, one bright spot in the biopharmaceutical landscape is the surging demand for anti-obesity medications, particularly GLP-1 receptor agonists. These drugs are not only addressing a significant public health crisis but are also expanding into new therapeutic indications, presenting lucrative market opportunities. The increasing prevalence of obesity and its associated chronic diseases has made these medications a focal point for both clinicians and patients, particularly in North America and the Asia-Pacific region.
Advancements in antibody-drug conjugates and precision medicine The interest in antibody-drug conjugates (ADCs)
Supply chain challenges and anti-obesity medications are expected to have the greatest impact on the pharmaceutical industry in the next 12 months
Survey fielded 16 April to 29 May 2025 Supply chain challenges Anti-obesity medications
Delay in generating product revenue due to pricing and reimbursement process
15% 12% 12%
AI in pharma value chain
ADCs
10%
9%
Complexity and
Personalised/ precision medicine
8% IO drug CGTs 7% RWE 6% development 5%
Biosimilar uptake
4% clinical trials 4%
increasing cost of
DTx 3% 3% N = 107
Q: Of the industry trends listed, which one do you expect to have the greatest impact on the pharmaceutical industry in the next 12 months? Source: GlobalData, ‘The State of the Biopharmaceutical Industry, 2025 (Mid-Year Update) Edition’
8
Microbiome drug
development Note: The percentages are rounded to the nearest whole number.
mRNA vaccines and
therapeutics 3%
www.worldpharmaceuticals.net
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