Insiders, R&D

Top trend #4: We’re coming to a tipping point on cancer R&D, and it may not be pretty

Cancer of the right kidney, seen on a cross-section abdominal scan BSIP/UIG, Getty


The big trend for the past 5 years in biopharma R&D has clearly focused on new cancer therapies. The whole investment scene has tilted toward oncology with a vengeance, pouring billions into all and any new cancer therapies that look like they can make a difference — or could if they were paired up with a checkpoint therapy.

My bet is that we’re nearing a tipping point, where the prospect of diminishing returns begins to restore some semblance of balance in the way cash is invested in biotech.

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