Claude Code Plugins

Community-maintained marketplace

Feedback

deal-tracker

@huifer/drug-discovery-skills
0
0

|

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

SKILL.md

name deal-tracker
description Track pharmaceutical M&A, licensing, and investment deals. Use for competitive intelligence, market analysis, and identifying partnership opportunities. Keywords: deals, M&A, licensing, partnership, collaboration, acquisition, pharma deals
category Business Intelligence
tags deals, manda, licensing, partnership, investment
version 1.0.0
author Drug Discovery Team
dependencies sec-filings, press-releases, deal-databases

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

  1. Verify from multiple sources: Cross-check deal values
  2. **Track milestones: Monitor deal progression
  3. Understand structure: Upfront vs milestones vs royalties
  4. Compare benchmarks: Similar deals for reference
  5. 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