Seagen Inc.

David Epstein, after selling Seagen to Pfizer, joined Francesco de Rubertis' startup Ottimo Pharma, developing a cancer drug targeting PD-1 and VEGF pathways. Ottimo raised $140 million, aiming to outperform Keytruda and other immunotherapies, with a unique bifunctional antibody design.

Pharma and biotech stocks like Viking Therapeutics, Vertex Pharmaceuticals, and Pfizer could be top performers by 2030 due to promising drug developments and market expansions.

Grace Liu from Sino Biological discusses Antibody-Drug Conjugates (ADCs), a cancer therapy combining precision targeting with potent cytotoxic drugs. ADCs consist of a monoclonal antibody, cytotoxic payload, and linker, balancing efficacy and safety. Sino Biological offers comprehensive ADC development solutions, aiding in the complex process from discovery to clinical studies.

Pfizer, with a $143B market cap, is unlikely to make investors millionaires quickly due to slow growth. However, its 6.5% forward dividend yield and potential for modest appreciation make it a solid portfolio addition. The company plans to reduce debt and increase R&D investment, with potential growth from cancer drugs in phase 3 trials and an anti-obesity candidate in phase 2. Its current valuation is lower than historical averages, presenting a buying opportunity for long-term investors.

Pfizer CEO Albert Bourla has withstood an ousting attempt by activist investor Starboard Value, despite Pfizer's declining share price. Starboard, with a $1 billion stake, blamed Bourla for the decline and claimed support from former executives. However, Bourla remains in control, attributed to Starboard's flawed analysis and Pfizer's potential hidden value in recent deals. Pfizer's Q3 2024 revenues rose 30%, further supporting Bourla's position.

DelveInsight's report on PD-1 Non-Small Cell Lung Cancer Market (2020-2034) highlights market growth, approvals, prevalence, therapies, and companies like Merck, Bristol-Myers Squibb, Genentech, and others. Key therapies include KEYTRUDA, OPDIVO, TECENTRIQ, and TIZVENI. Market drivers include premium-priced targeted agents and therapy expansion, while barriers include premium pricing of emerging therapies.

Adenosine antagonists market growth driven by R&D in neurodegenerative diseases, oncology, and cardiovascular disorders. Innovations in formulation and delivery systems enhance efficacy and safety, increasing adoption. Key companies include Arcus Biosciences, Corvus Pharmaceuticals, Portage Biotech, Palobiofarm, iTeos Therapeutics. Promising drugs like Etrumadenant, Ciforadenant, PORT-6, and Inupadenant are in various clinical trial phases.

NMPA accepted GSK's NDA for Blenrep (belantamab mafodotin) in combination with bortezomib plus dexamethasone for relapsed or refractory multiple myeloma, based on DREAMM-7 trial results showing significant efficacy, including overall survival. This marks the seventh major regulatory filing acceptance for belantamab mafodotin combinations this year.

DelveInsight's HER2+ Gastric Cancer Market Insights, Epidemiology, and Market Forecast-2032 report details historical and forecasted epidemiology, market trends in the US, EU5, and Japan. Key companies include Roche, Elevar Therapeutic, Bristol-Myers Squibb, Merck, and Daiichi Sankyo. Therapies like SHR-A1811, Cinrebafusp alfa, and BI-1607 are highlighted. Regulatory approvals for KN026 and Enhertu are noted, with market growth expected due to increasing prevalence and pipeline product launches.

FDA grants Merck's sacituzumab tirumotecan (sac-TMT) breakthrough therapy designation for advanced non-squamous NSCLC with EGFR mutations, post-chemotherapy progression. This marks the first BTD for sac-TMT, an ADC developed with Kelun-Biotech, with Merck holding global marketing rights except in Greater China.