Company intelligence
Sleuth
Sleuth helps strategic biopharma teams get to conviction faster, turning complex questions into clear answers - in hours
Software Development
San Francisco, US
21 employees
Founded 2023
9 public signals
About Sleuth
Sleuth replaces patchworks of database subscriptions, consulting engagements, and internal spreadsheets - whether your team runs the analysis or ours does.
Verified activity
Signals from Sleuth
9 published signals
Research & Knowledge
Sleuth published a report showing that Novartis is the single player with the infrastructure and know-how to operate a radiopharma franchise at global, franchise scale, including 600+ RLT clinical trial sites globally.
Reported by Andrew Pannu
Research & Knowledge
Sleuth published a report showing that Novartis has ~1.5K+ therapy centers specialized in administration and treatment, with about half outside the US.
Reported by Andrew Pannu
Research & Knowledge
Sleuth published a report showing that Novartis has gone all-in since 2017, with a commitment of over $12B in disclosed potential consideration across 13+ deals, including takeouts of AAA ($3.9B, brought Lutathera), Endocyte ($2.1B, brought Pluvicto), and Mariana Oncology ($1.75B), with Lutathera and Pluvicto generating $1.8B in sales through H1 2026.
Reported by Andrew Pannu
Research & Knowledge
Sleuth published a report showing that Novartis has committed over $12B in disclosed potential consideration across 13+ deals, including takeouts of AAA ($3.9B, brought Lutathera), Endocyte ($2.1B, brought Pluvicto), and Mariana Oncology ($1.75B), with Lutathera and Pluvicto generating $1.8B in sales through H1 2026.
Reported by Andrew Pannu
Research & Knowledge
Sleuth published a report showing that Novartis has built an impressive moat with 600+ RLT clinical trial sites, ~1.5K+ therapy centers, and a redundant US manufacturing network allowing for a 2-week turnaround from diagnosis to delivery.
Reported by Andrew Pannu
Research & Knowledge
Sleuth published a report showing that Novartis has a redundant US manufacturing network with Indianapolis, Carlsbad, Winter Park, Denton, Millburn, and Denton allowing for a 2-week turnaround from diagnosis to delivery.
Reported by Andrew Pannu
Research & Knowledge
Sleuth published a 6-month period between October 2023 and March 2024 showing three $1B+ buyouts in the radiopharma market, including BMS/RayzeBio, Lilly/POINT Biopharma, and AZ/Fusion Pharma.
Reported by Andrew Pannu
Research & Knowledge
Sleuth mapped 29 buyouts announced in 2026 across the T15 players, representing ~$98B in disclosed potential deal value.
Reported by Andrew Pannu
Research & Knowledge
Sleuth closes the data gap by monitoring Chinese-language sources, translating and validating data, and mapping it alongside the global pipeline.
Reported by Sleuth