Cowen to host conference call to discuss fourth quarter and fully year 2021 financial results on Wednesday, February 16. Click here for more information.

Targeted Therapies

We expect continued focus on targeted therapies in 2021, fueled by significant worldwide market opportunities and promising data in 2020 across a range of targets and diseases. As tumor genomic profiling becomes increasingly prevalent and enhances understanding of the mutations driving certain cancers and rare disease, more companies are focusing on investment in precision medicines as a key pillar of their strategies, suggesting continued M&A.

What we’re watching

  • MRTX Adagrasib NDA filing for accelerated approval mid/2H21
  • RLAY 1971 SHP2i data 2H21
  • Sotorasib approval YE21
  • IASLC 2021 World Conferences on Lung Cancer
  • ASCO 2021
  • Trodelvy Ph. III Interim in ER+ HER2- mBC (H1:21)

Related Themes

Cowen Research Themes 2021

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Targeted therapies are changing the landscape of cancer treatment and likely will be used in most cancer patients in 5-10 years.

Therapeutic Categories Outlook, October 2020