Companies With Meaningful Dependence On Oncology Drugs Business

We believe that immuno-oncology is going to be one of the key pillars of the next phase of pharma growth. Why do we think so? First, treating cancer is a tricky thing due to a large variety of types and sub-types that respond to very specific therapies. This alone implies that the overall potential is huge and improved survival rates can, to an extent, justify the high prices we expect for these drugs. Second, the recent growth observed in the sales of some of the newly approved immuno-oncology ...