You haven’t missed the biotech boom yet.
It’s up 228% from October 2011 lows and still likely to hit new highs, despite news of a 91-character tweet.
Even if you've missed the run so far… You’re not out of luck.
In fact, the opportunities we’re spotting are tough to ignore.
A $35 Billion Opportunity
Over the last few years, billions of dollars have flowed into cancer drugs…
And rightfully so.
Cancer statistics are abysmal. Each year just over 14 million people are diagnosed with some form of cancer. Over eight million will die from it.
As a result, global sales of cancer drugs just crossed the $100 billion threshold as of 2014, according to IMS Health.
Estimates say sales could push to $147 billion by 2018.
And not surprisingly, developers want a piece of the action.
Most notably, those getting involved in the immuno-oncology sector…
Although this therapy has been around for decades, it’s just now being viewed as an essential weapon in the fight. Rather than targeting specific cancer cells, it disables cancer defenses so a patient’s immune system can find it and destroy it.
Conventional therapies and other drugs may often have a substantial effect in shrinking cancer, but the effects can be short-lived. Immuno-oncology treatments last longer because the immune system is being reset with a memory of exactly how to fight back.
No wonder it was heralded as a breakthrough of the year in 2013 after significantly reducing tumor size and extending lives.
Nowadays, estimates say immuno-oncology could generate $35 billion in sales and help treat up to 60% of cancers over the next 10 years.
You can see why investors – and Big Pharma – are so excited by the opportunity.
There’s no secret that some of the biggest companies in the world, including Bristol-Myers Squibb, Pfizer, Merck and Roche have immuno-oncology pipelines.
Pfizer moved into the sector with a $2.8 billion deal with Merck.
Bristol-Myers added a $1.24 billion deal in the sector, highlighting how leaders in the space, including Bristol, Merck, and Roche are quickly expanding their reach in a storm of new discovery and development deals.
Merck just expanded a deal with Agenus, an immuno-oncology firm that develops unique therapies that use the body’s immune system to help fight diseases, like cancer and infectious diseases.
And the reason for all that activity is simple.
Immuno-oncology could revolutionize the way we think about cancer treatments, maybe even help do away with chemotherapies and other standards of care along the way.
That cannot be ignored.
While the immuno-oncology sector could soon become crowded, it looks like the medical community is beginning to outsmart cancer. If that's the case, the investment opportunities in the sector could become quite explosive.