Takeaways; Oncology represents 22% of Worldwide
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Oncology represents 22% of Worldwide Revenues and in 2030 it will be at 27%. The Patent Cliff will affect many of the biggest players...the hardest hit will be ABBVIE at #2 spot...who we happen to have a relationship.
INTELLIGENCIA AI was able to predict on Phase 11 Oncology..... 73% of those drugs that would go on to approval and 78% of those that would not be approved.
With regulatory rules changing in China and more innovation...they will be in direct competition with the west.
Lastly, a surprise to me...as of 2020 the ROI was about 2% across the board for the big guys.
A Platform Drug... kinda sounds like a Winner to me.