Oldenburg Capital Partners S.à.r.l., a société à responsabilité limitée incorporated under the laws of the Grand Duchy of Luxembourg, is registered with the Luxembourg Trade and Companies Register (RCS) under number B290365, with its registered office at 18, rue Robert Stumper L-2557 Luxembourg.



The company is registered with the Commission de Surveillance du Secteur Financier (CSSF) as an alternative investment fund manager within the meaning of Article 3(3) of the Luxembourg Law of 12 July 2013 on alternative investment fund managers, as amended (the "AIFM Law"), and acts in this capacity for a Luxembourg special limited partnership (SCSp) formed under its management.



The information contained on this website is provided for general information purposes only and is intended exclusively for professional investors as defined under Directive 2011/61/EU and the AIFM Law.



This website does not constitute an offer or solicitation to subscribe for, purchase, or sell any interests or securities, nor does it constitute a public offer or marketing of any alternative investment fund managed by Oldenburg Capital Partners S.à.r.l. within the meaning of the AIFM Law or any other applicable legislation. No information on this website should be construed as investment advice or a recommendation.



If you are not a professional investor or are otherwise restricted under applicable law from accessing fund-related information, you are kindly requested to refrain from further navigation.

Healthcare

Big Pharma M&A set for mega year as patent expiries drive deal urgency

Published 11 May, 2026


Is 2026 biotech’s year?

The M&A landscape is experiencing unprecedented momentum, with Q1 2026 deal values hitting $84 billion, nearly double last year’s figures 📈

As highlighted in Reuters’ recent analysis, we’re witnessing a perfect storm of strategic urgency, attractive valuations, and deep cash reserves driving dealmaking to potentially exceed $250 billion this year.

Our founding partner Patrice Mesnier shared his insights on this surge: “The combination of strategic urgency, tighter private funding, and an uncertain IPO market has created the perfect environment for accelerated dealmaking.”

With over $300 billion in revenue facing patent expiries in the next five years, pharmaceutical companies are no longer buying optionality; they’re buying time.

Full piece here: 
https://www.reuters.com/legal/transactional/big-pharma-ma-set-mega-year-patent-expiries-drive-deal-urgency-2026-05-01/
 
Quotes from Oldenburg

“The combination of strategic urgency, tighter private funding, and an uncertain IPO market has created the perfect environment for accelerated dealmaking.”

“Big pharma do not have the luxury of waiting eight, nine, 10 years to build internal pipelines. They are no longer buying optionality. They are buying time.”

— Patrice Mesnier, Founding Partner