Competitive Dynamics – A Landscape Reshaped
Scrip (Citeline) surveyed approximately 50 industry leaders for its annual “Scrip Asks” series — selected from over 330 submissions across the biopharma sector. Max Baumann, Partner at Treehill Partners, was among the voices featured in Part 2, which examines the competitive dynamics reshaping the biopharma landscape in 2026.
Max’s contribution centres on what the article frames as biotech’s existential question. Featured prominently in the article’s introduction and expanded in the section on business model disruption, Max challenges the industry to confront whether the traditional biotech model can survive fundamental structural change: “In 2026, the biotech industry is still here, but will we be in 2030? AI is reshaping our planet, it will not shy away from reshuffling the industrial value chain of drug development.” He argues that as pharma moves upstream to access innovation directly — now powered by AI — biotech risks losing its core value proposition as the intermediary between early-stage science and late-stage commercialisation: “Whether this happens tomorrow or later, biotech — already competing for capital, pharma’s attention and human talent — may soon find itself competing for its very right to exist.”
The article explores five dimensions of competitive reshaping: China’s structural reset of global competition, business model disruption and biotech’s survival question, manufacturing and delivery as competitive weapons, therapeutic area battlegrounds from obesity to oncology, and the data and commercial capabilities defining competitive advantage. Contributors include leaders from McKinsey, ZS, Syncona, Daiichi Sankyo, Evaluate, and many others.
Read the full article: https://insights.citeline.com/scrip/scrip-asks/scrip-asks-what-does-2026-hold-for-biopharma-part-2-competitive-dynamics-a-landscape-reshaped-N4LP2AR3QVDJJBLQDPLYPVCZOI/
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