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Themes 2020

Targeted Therapy

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Why is targeted therapy a focus theme in 2020?


What is driving the resurgence of targeted therapies in oncology?

As tumor genomic profiling is becoming more common, investment in the capabilities to develop precision medicines against new targets and mechanisms of resistance should strengthen oncology strategy. Significant acquisitions and promising data fueled investor sentiment in 2019, and we expect continued focus on targeted therapy into 2020.

Increasingly robust understanding of the genetic mutations driving certain cancers partially de-risks the development of targeted oncology, which appeals to many investors and potential acquirers. Moreover, there will be catalysts in 2020, including potential approval and launch of a new drug in Triple Negative Breast Cancer, which alone could exceed $1 billion in sales over the next few years, in our view.

What we’re watching:

  • Capmatinib
  • KRAS
  • Sacituzumab
  • Selpercatinib
  • M&A
Themes 2020

15 Themes to Focus on 2020: A Handbook for Portfolio Managers

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Expected overall sales of targeted therapies in 2023


Estimated TAM for kras g12c inhibitors in 2022


Average overall response rate of patients treated with targeted therapies in 1L, 1L ALK+, 1L EGFR+, 1L ROS+ and 1L RET+ Settings vs. Chemo or Immuno Therapies


Percentage of human cancers activated by ras mutation



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