deal-analysis

name	deal-analysis
description	Analyze biopharma deals (M&A, licensing, collaborations) for due diligence and competitive intelligence. Evaluates deal terms, comparables, valuations, and strategic rationale. Use when users ask about deal analysis, transaction comparables, licensing terms, M&A valuation, or deal flow.
user-invocable	false

Deal Analysis

Analyze pharmaceutical transactions for due diligence, deal sourcing, and competitive intelligence.

Data Sources

Gosset MCP Tools

• find_deals(query, limit, effort) — Search M&A, licensing, collaborations by company, drug, indication, deal type, value
• find_drugs(query, limit, effort) — Get asset details for deal context
• find_companies(query, limit, effort) — Get company profiles for buyer/seller context
• find_trials(query, limit) — Clinical stage of deal assets
• gosset_agent(prompt) — Deep research on deal rationale and market context

Web Search

• SEC filings (8-K, proxy statements) for deal terms
• Press releases for announced terms
• Analyst commentary on deal rationale

Workflow

Step 1: Gather Deal Data

Single Deal Analysis:

find_deals(query="[company A] [company B] [drug/indication]", limit=10)
find_drugs(query="[drug in deal]", limit=10, effort="high")

Deal Landscape:

find_deals(query="[indication] licensing 2024 2025", limit=50, effort="high")
find_deals(query="[target/modality] M&A", limit=30)

Step 2: Deal Comparables

Build a comparables table:

Date	Buyer	Seller	Asset	Phase	Indication	Deal Type	Upfront ($M)	Total ($M)	Royalties

Segment Comparables By:

• Indication/therapeutic area
• Development phase at deal
• Modality (small molecule, antibody, cell therapy, etc.)
• Deal type (licensing, M&A, collaboration)
• Geography (global vs. regional rights)

Step 3: Valuation Analysis

Key Metrics:

• Upfront / total deal value — Benchmark against phase and indication
• Upfront as % of total — Risk sharing structure
• Milestone structure — Clinical, regulatory, commercial milestones
• Royalty rates — Tiered rates and comparisons
• Implied peak sales — Back-calculate from deal economics
• Cost per phase transition — Normalize by development stage

Phase-Based Benchmarks:

Phase at Deal	Typical Upfront Range	Typical Total Range
Preclinical	$10-50M	$200M-1B
Phase 1	$25-150M	$500M-2B
Phase 2	$50-500M	$1-5B
Phase 3	$200M-2B	$2-10B
Approved	$500M-5B+	$2-20B+

Step 4: Strategic Analysis

gosset_agent(prompt="What is the strategic rationale for [buyer] acquiring/licensing [asset] from [seller]? Consider pipeline fit, competitive positioning, and commercial synergies.")

• Buyer rationale: Pipeline gap-fill, therapeutic area entry, geographic expansion
• Seller rationale: Capital, development expertise, commercial reach
• Competitive implications: Market consolidation, competitive response

Step 5: Report

1. Executive Summary — Key deal terms, strategic assessment
2. Deal Terms — Detailed breakdown of financial terms
3. Comparables Analysis — Table of comparable transactions
4. Valuation Assessment — Is the deal fairly priced? Premium/discount to comps?
5. Strategic Fit — How does this deal fit buyer/seller strategy?
6. Market Impact — Competitive and market implications