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This up-and-coming cancer treatment could be a $25 billion market opportunity — it’s already a hotbed for M&A
Big pharma is betting billions on an emerging class of cancer treatments that some on Wall Street are calling a “massive opportunity.” This innovative therapy, known as targeted radiopharmaceuticals, involves delivering radiation directly into tumors by attaching a radioactive particle to a targeting molecule. RBC Capital Markets estimates a $25 billion market opportunity for this burgeoning field.
“We believe targeted radiopharmaceutical therapy (TRT) development is still in its early stages. Next-generation technologies that enhance therapeutic potency and target a broader range of cancers have the potential to drive significant value in this space,” noted Gregory Renza, M.D., an analyst at RBC Capital Markets, in a February report.
The field has seen a flurry of activity recently, with four acquisitions announced in the past few months. The latest acquisition involved Novartis, which already has two targeted radiotherapies on the market: Pluvicto, for a specific type of advanced prostate cancer, and Lutathera, for neuroendocrine tumors. Despite facing supply constraints last year, Pluvicto is nearing blockbuster status, generating $980 million in sales in 2023. By 2028, these two drugs combined are projected to bring in $5 billion in revenue, according to Renza.
Earlier this month, Novartis announced a $1 billion deal to acquire Mariana Oncology, a preclinical-stage company focused on developing radiopharmaceutical programs for breast, prostate, and lung cancers. One of Mariana’s candidates, MC-339, is being researched for small cell lung cancer. “Novartis is clearly the market leader in this space with an aggressive strategy, both in commercializing their products and expanding market opportunities,” said Jeff Jones, an analyst at Oppenheimer.
Eli Lilly has also been active, completing its $1.4 billion acquisition of radiopharmaceutical company Point Biopharma in December. Just before the deal closed, Point Biopharma’s targeted radiation drug, PNT2002, met its primary endpoint in a phase three trial for metastatic castration-resistant prostate cancer. Eli Lilly also announced it would pay Aktis Oncology $60 million to use its novel miniprotein technology platform to generate anticancer radiopharmaceuticals.
Bristol-Myers Squibb joined the fray with its $4.1 billion acquisition of RayzeBio in February. RayzeBio’s pipeline includes its late-stage targeted radiopharma therapy, RYZ101, for gastroenteropancreatic neuroendocrine tumors, and a phase one trial for small cell lung cancer. This acquisition came shortly after Bristol-Myers Squibb announced a $14 billion buyout of Karuna Therapeutics, a developer of schizophrenia drugs, underscoring Bristol’s urgency to bring in new products as some of its older therapies near the end of their patent protections.
In March, AstraZeneca revealed plans to acquire Fusion Pharmaceuticals for $2.4 billion. Fusion is conducting a phase two clinical trial for FPI-2265, a potential treatment for metastatic castration-resistant prostate cancer.
These acquisitions are part of a broader trend where big pharma companies are enhancing their capabilities in radiopharmaceuticals. “Many of these companies have or are building out commercial-scale manufacturing capabilities, which is critical for the success of radiopharmaceuticals,” noted Andrew Tsai, an analyst at Jefferies.
The targeted radiopharmaceuticals market is also seeing interest from smaller public and private companies. Venture financing for innovative radiopharmaceutical drugs surged to $518 million last year, a 722% increase from 2017, according to GlobalData’s Pharma Intelligence Center Deals Database. These smaller companies could become acquisition targets for larger pharma companies looking to expand their portfolios.
The potential of targeted radiopharmaceuticals extends beyond current applications. Companies are working on therapies that target new cancer types. For instance, Novartis received FDA approval in April to use Lutathera for pediatric patients and plans to seek label expansion for Pluvicto for earlier treatment of prostate cancer.
“There’s a clear strategy by Novartis to expand the market opportunity for these products,” said Jones. Other companies are developing therapies that use different types of radioactive particles, like alpha emitters, which are believed to have a more potent and localized effect compared to beta emitters.
Radiopharmaceuticals are also being explored for use in combination with other treatments, such as immunotherapy. Depending on clinical trial outcomes, these therapies could eventually treat a broader range of cancers, including ovarian, breast, and brain cancers.
The ongoing research in targeted radiopharmaceuticals leverages decades of cancer research to identify new opportunities. “You can leverage all the work done in cancer over the last 30 to 40 years to identify targets on cancer cells that are not expressed or are much more highly expressed on cancer cells compared to normal cells,” said Jones.
In conclusion, the potential for targeted radiopharmaceuticals is vast. The current products and ongoing research suggest that this field will continue to grow, offering new treatments for various cancers and driving significant value for big pharma and investors alike.
#1 Free Windshield Replacement Service in Arizona and Florida!
Our services include free windshield replacements, door glass, sunroof and back glass replacements on any automotive vehicle. Our service includes mobile service, that way you can enjoy and relax at the comfort of home, work or your choice of address as soon as next day.
Schedule Appointment Now or Call (813) 951-2455 to schedule today.
Areas Served in Florida
Miami, Orlando, Tampa, Jacksonville, Fort Lauderdale, Destin, Naples, Key West, Sarasota, Pensacola, West Palm Beach, St. Augustine, FT Myers, Clearwater, Daytona Beach, St. Petersburg, Gainesville, Kissimmee, Boca Raton, Ocala, Panama City, Panama City Beach, Miami Beach, Bradenton, Cape Coral, The Villages, Palm Beach, Siesta Key, Cocoa Beach, Marco Island, Vero Beach, Port St. Lucie, Pompano Beach, Florida City, Punta Gorda, Stuart, Crystal River, Palm Coast, Port Charlotte and more!
Areas Served in Arizona
Phoenix, Sedona, Scottsdale, Mesa, Flagstaff, Tempe, Grand Canyon Village, Yuma, Chandler, Glendale, Prescott, Surprise, Kingman, Peoria, Lake Havasu City, Arizona City, Goodyear, Buckeye, Casa Grande, Page, Sierra Vista, Queen Creek and more!
We work on every year, make and model including
Acura, Aston Martin, Audi, Bentley, BMW, Buick, Cadillac, Chevrolet, Chrysler, Dodge, Ferrari, Fiat, Ford, Freightliner, Geo, GM, GMC, Honda, Hyundai, Infinity, Jaguar, Jeep, Kia, Lamborghini, Land Rover, Lexus, Lincoln, Maserati, Mazda, McLaren, Mercedes Benz, Mercury, Mini Cooper, Mitsubishi, Nissan, Oldsmobile, Peugeot, Pontiac, Plymouth, Porsche, Ram, Saab, Saturn, Scion, Smart Car, Subaru, Suzuki, Tesla, Toyota, Volkswagen, Volvo and more!
All insurance companies are accepted including
Allstate, State Farm, Geico (Government Employees Insurance Company), Progressive, USAA (United Services Automobile Association), Liberty Mutual, Nationwide, Travelers, Farmers Insurance, American Family Insurance, AAA (American Automobile Association), AIG (American International Group), Zurich Insurance Group, AXA, The Hartford, Erie Insurance, Amica Mutual Insurance, Mercury Insurance, Esurance, MetLife Auto & Home, Safeway and many , many more!
States We Service
Front Windshield Replacement, Door Glass Replacement, Back Glass Replacement, Sun Roof Replacement, Quarter Panel Replacement, Windshield Repair
AutoGlass Services Provided
Front Windshield Replacement, Door Glass Replacement, Back Glass Replacement, Sun Roof Replacement, Quarter Panel Replacement, Windshield Repair
#1 Free Windshield Replacement Service in Arizona and Florida!
Our services include free windshield replacements, door glass, sunroof and back glass replacements on any automotive vehicle. Our service includes mobile service, that way you can enjoy and relax at the comfort of home, work or your choice of address as soon as next day.
Schedule Appointment Now or Call (813) 951-2455 to schedule today.
Areas Served in Florida
Miami, Orlando, Tampa, Jacksonville, Fort Lauderdale, Destin, Naples, Key West, Sarasota, Pensacola, West Palm Beach, St. Augustine, FT Myers, Clearwater, Daytona Beach, St. Petersburg, Gainesville, Kissimmee, Boca Raton, Ocala, Panama City, Panama City Beach, Miami Beach, Bradenton, Cape Coral, The Villages, Palm Beach, Siesta Key, Cocoa Beach, Marco Island, Vero Beach, Port St. Lucie, Pompano Beach, Florida City, Punta Gorda, Stuart, Crystal River, Palm Coast, Port Charlotte and more!
Areas Served in Arizona
Phoenix, Sedona, Scottsdale, Mesa, Flagstaff, Tempe, Grand Canyon Village, Yuma, Chandler, Glendale, Prescott, Surprise, Kingman, Peoria, Lake Havasu City, Arizona City, Goodyear, Buckeye, Casa Grande, Page, Sierra Vista, Queen Creek and more!
We work on every year, make and model including
Acura, Aston Martin, Audi, Bentley, BMW, Buick, Cadillac, Chevrolet, Chrysler, Dodge, Ferrari, Fiat, Ford, Freightliner, Geo, GM, GMC, Honda, Hyundai, Infinity, Jaguar, Jeep, Kia, Lamborghini, Land Rover, Lexus, Lincoln, Maserati, Mazda, McLaren, Mercedes Benz, Mercury, Mini Cooper, Mitsubishi, Nissan, Oldsmobile, Peugeot, Pontiac, Plymouth, Porsche, Ram, Saab, Saturn, Scion, Smart Car, Subaru, Suzuki, Tesla, Toyota, Volkswagen, Volvo and more!
All insurance companies are accepted including
Allstate, State Farm, Geico (Government Employees Insurance Company), Progressive, USAA (United Services Automobile Association), Liberty Mutual, Nationwide, Travelers, Farmers Insurance, American Family Insurance, AAA (American Automobile Association), AIG (American International Group), Zurich Insurance Group, AXA, The Hartford, Erie Insurance, Amica Mutual Insurance, Mercury Insurance, Esurance, MetLife Auto & Home, Safeway and many , many more!
States We Service
Front Windshield Replacement, Door Glass Replacement, Back Glass Replacement, Sun Roof Replacement, Quarter Panel Replacement, Windshield Repair
AutoGlass Services Provided
Front Windshield Replacement, Door Glass Replacement, Back Glass Replacement, Sun Roof Replacement, Quarter Panel Replacement, Windshield Repair
#1 Free Windshield Replacement Service in Arizona and Florida!
Our services include free windshield replacements, door glass, sunroof and back glass replacements on any automotive vehicle. Our service includes mobile service, that way you can enjoy and relax at the comfort of home, work or your choice of address as soon as next day.
Schedule Appointment Now or Call (813) 951-2455 to schedule today.
Areas Served in Florida
Miami, Orlando, Tampa, Jacksonville, Fort Lauderdale, Destin, Naples, Key West, Sarasota, Pensacola, West Palm Beach, St. Augustine, FT Myers, Clearwater, Daytona Beach, St. Petersburg, Gainesville, Kissimmee, Boca Raton, Ocala, Panama City, Panama City Beach, Miami Beach, Bradenton, Cape Coral, The Villages, Palm Beach, Siesta Key, Cocoa Beach, Marco Island, Vero Beach, Port St. Lucie, Pompano Beach, Florida City, Punta Gorda, Stuart, Crystal River, Palm Coast, Port Charlotte and more!
Areas Served in Arizona
Phoenix, Sedona, Scottsdale, Mesa, Flagstaff, Tempe, Grand Canyon Village, Yuma, Chandler, Glendale, Prescott, Surprise, Kingman, Peoria, Lake Havasu City, Arizona City, Goodyear, Buckeye, Casa Grande, Page, Sierra Vista, Queen Creek and more!
We work on every year, make and model including
Acura, Aston Martin, Audi, Bentley, BMW, Buick, Cadillac, Chevrolet, Chrysler, Dodge, Ferrari, Fiat, Ford, Freightliner, Geo, GM, GMC, Honda, Hyundai, Infinity, Jaguar, Jeep, Kia, Lamborghini, Land Rover, Lexus, Lincoln, Maserati, Mazda, McLaren, Mercedes Benz, Mercury, Mini Cooper, Mitsubishi, Nissan, Oldsmobile, Peugeot, Pontiac, Plymouth, Porsche, Ram, Saab, Saturn, Scion, Smart Car, Subaru, Suzuki, Tesla, Toyota, Volkswagen, Volvo and more!
All insurance companies are accepted including
Allstate, State Farm, Geico (Government Employees Insurance Company), Progressive, USAA (United Services Automobile Association), Liberty Mutual, Nationwide, Travelers, Farmers Insurance, American Family Insurance, AAA (American Automobile Association), AIG (American International Group), Zurich Insurance Group, AXA, The Hartford, Erie Insurance, Amica Mutual Insurance, Mercury Insurance, Esurance, MetLife Auto & Home, Safeway and many , many more!
States We Service
Front Windshield Replacement, Door Glass Replacement, Back Glass Replacement, Sun Roof Replacement, Quarter Panel Replacement, Windshield Repair
AutoGlass Services Provided
Front Windshield Replacement, Door Glass Replacement, Back Glass Replacement, Sun Roof Replacement, Quarter Panel Replacement, Windshield Repair
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Our team is trained and skilled in providing the highest quality autoglass repair and replacement throughout the entire states of Arizona and Florida.
This up-and-coming cancer treatment could be a $25 billion market opportunity — it’s already a hotbed for M&A
Big pharma is betting billions on an emerging class of cancer treatments that some on Wall Street are calling a “massive opportunity.” This innovative therapy, known as targeted radiopharmaceuticals, involves delivering radiation directly into tumors by attaching a radioactive particle to a targeting molecule. RBC Capital Markets estimates a $25 billion market opportunity for this burgeoning field.
“We believe targeted radiopharmaceutical therapy (TRT) development is still in its early stages. Next-generation technologies that enhance therapeutic potency and target a broader range of cancers have the potential to drive significant value in this space,” noted Gregory Renza, M.D., an analyst at RBC Capital Markets, in a February report.
The field has seen a flurry of activity recently, with four acquisitions announced in the past few months. The latest acquisition involved Novartis, which already has two targeted radiotherapies on the market: Pluvicto, for a specific type of advanced prostate cancer, and Lutathera, for neuroendocrine tumors. Despite facing supply constraints last year, Pluvicto is nearing blockbuster status, generating $980 million in sales in 2023. By 2028, these two drugs combined are projected to bring in $5 billion in revenue, according to Renza.
Earlier this month, Novartis announced a $1 billion deal to acquire Mariana Oncology, a preclinical-stage company focused on developing radiopharmaceutical programs for breast, prostate, and lung cancers. One of Mariana’s candidates, MC-339, is being researched for small cell lung cancer. “Novartis is clearly the market leader in this space with an aggressive strategy, both in commercializing their products and expanding market opportunities,” said Jeff Jones, an analyst at Oppenheimer.
Eli Lilly has also been active, completing its $1.4 billion acquisition of radiopharmaceutical company Point Biopharma in December. Just before the deal closed, Point Biopharma’s targeted radiation drug, PNT2002, met its primary endpoint in a phase three trial for metastatic castration-resistant prostate cancer. Eli Lilly also announced it would pay Aktis Oncology $60 million to use its novel miniprotein technology platform to generate anticancer radiopharmaceuticals.
Bristol-Myers Squibb joined the fray with its $4.1 billion acquisition of RayzeBio in February. RayzeBio’s pipeline includes its late-stage targeted radiopharma therapy, RYZ101, for gastroenteropancreatic neuroendocrine tumors, and a phase one trial for small cell lung cancer. This acquisition came shortly after Bristol-Myers Squibb announced a $14 billion buyout of Karuna Therapeutics, a developer of schizophrenia drugs, underscoring Bristol’s urgency to bring in new products as some of its older therapies near the end of their patent protections.
In March, AstraZeneca revealed plans to acquire Fusion Pharmaceuticals for $2.4 billion. Fusion is conducting a phase two clinical trial for FPI-2265, a potential treatment for metastatic castration-resistant prostate cancer.
These acquisitions are part of a broader trend where big pharma companies are enhancing their capabilities in radiopharmaceuticals. “Many of these companies have or are building out commercial-scale manufacturing capabilities, which is critical for the success of radiopharmaceuticals,” noted Andrew Tsai, an analyst at Jefferies.
The targeted radiopharmaceuticals market is also seeing interest from smaller public and private companies. Venture financing for innovative radiopharmaceutical drugs surged to $518 million last year, a 722% increase from 2017, according to GlobalData’s Pharma Intelligence Center Deals Database. These smaller companies could become acquisition targets for larger pharma companies looking to expand their portfolios.
The potential of targeted radiopharmaceuticals extends beyond current applications. Companies are working on therapies that target new cancer types. For instance, Novartis received FDA approval in April to use Lutathera for pediatric patients and plans to seek label expansion for Pluvicto for earlier treatment of prostate cancer.
“There’s a clear strategy by Novartis to expand the market opportunity for these products,” said Jones. Other companies are developing therapies that use different types of radioactive particles, like alpha emitters, which are believed to have a more potent and localized effect compared to beta emitters.
Radiopharmaceuticals are also being explored for use in combination with other treatments, such as immunotherapy. Depending on clinical trial outcomes, these therapies could eventually treat a broader range of cancers, including ovarian, breast, and brain cancers.
The ongoing research in targeted radiopharmaceuticals leverages decades of cancer research to identify new opportunities. “You can leverage all the work done in cancer over the last 30 to 40 years to identify targets on cancer cells that are not expressed or are much more highly expressed on cancer cells compared to normal cells,” said Jones.
In conclusion, the potential for targeted radiopharmaceuticals is vast. The current products and ongoing research suggest that this field will continue to grow, offering new treatments for various cancers and driving significant value for big pharma and investors alike.