Christophe Pouchoy, Managing Director and Chief Investment Officer of Trecento Asset Management, co-manager of the Trecento Santé fund, answered Challenges magazine’s questions about big pharmas’ appetite for the oncology market and its growth prospects, as evidenced by recent acquisitions (Celgene, Loxo Oncology …) for several billions of dollars. Christophe Pouchoy traced the evolutions of the sector, from the chemotherapy of the 2000s to the immunotherapy that is shaking up the industry today.
« In the 2000s, after the first wave of treatments, especially chemotherapy, Sanofi had blockbusters … Later, targeted therapies – which block or slow the growth of cancer cells – allowed Novartis and Roche to dominate Since 2010, it is the immunotherapy that upsets the deal (…) «
Read the article by clicking here (available in French only)