Replies to post #222164 on Biotech Values

[DewDiligence]

It seems like heme/onc presents the opportunity for easier wins than solid tumors.

Hasn’t this always been the case? (I remember discussing this about 15 years ago when Rituxan was making the transition from a niche drug to a bone fide blockbuster.)

[DewDiligence]

AMGN—Your omission of phase-1 programs caused you to miss ADXS-NEO (#msg-124255981) :- )

This program should have been in phase-2 by now, but some unexplained tweaking of the manufacturing process cost a year on the development timeline.

[jbog]

The one big exception to this is AstraZeneca, which has a really impressive pipeline.

I couldn't agree more.

[DewDiligence]

AZN’s oncology pipeline is weighted toward “targeted” agents rather than I-O, so I’m not sure “exciting” is the most apt description. Imfinzi is distant fourth in the PD(L)-1 category.