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Grant Thornton Stax recently partnered with Raymond James for a healthcare-focused breakfast discussion centered on PE investment opportunities in pharma technology. The session brought together investors to explore where capital is flowing across the drug development lifecycle and how to evaluate scalable, tech-enabled platforms in a market that continues to evolve.
The central theme of the discussion was the continued investor interest in outsourced pharma tech and services, which ranked among the top areas of thematic focus in our recent survey of 200 mid-market and large-cap investors. Attendees discussed how technology is becoming increasingly embedded throughout preclinical development, clinical trials, the regulatory approval process, and commercialization.
Thematic areas of focus included AI-enabled discovery tools and lab automation in early R&D, site-focused clinical trial infrastructure, digital supply chain and regulatory platforms, and commercialization software targeting HCPs.
Grant Thornton Stax and Raymond James covered:
- Where AI is disruptive and can be an opportunity in pharma drug development
- How regulatory pressure may be impacting pharma marketing spend
- How changes to the Veeva and Salesforce relationship can guide investors for areas of opportunity
- Recent valuation trends and how its impacting the current market buyside and sell-side dealmaking
- Assets we expect to come to market in the near-term and later in 2026
Overall, the breakfast provided practical insights into evaluating the pharma tech investment ecosystem. With deep experience across preclinical, clinical development, and commercialization engagements, Grant Thornton Stax continues to support investors and management teams as they identify and scale high-growth platforms across the life sciences technology ecosystem.
For further discussion, we welcome you to connect with our dedicated life sciences team.
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