3 Top Cancer Biotechs to Keep An Eye On in 2025

Industry Overview - The cancer treatment landscape is shifting towards targeted and less toxic therapies, including immunotherapy, targeted therapies, and personalized vaccines [1][2] - The market for innovative cancer treatments and diagnostics is expected to grow due to a significant increase in cancer cases, with new cancer cases in the U.S. projected to exceed 2 million in 2024 [3] Major Players - Major pharmaceutical companies such as Novartis, AstraZeneca, Pfizer, AbbVie, and Eli Lilly are actively developing new cancer therapies, including antibody-drug conjugates and immune-oncology agents [4] - Smaller biotech firms are also making significant advancements in cancer research, with larger drugmakers showing interest in acquiring these innovative companies [4] Company Highlights - Novartis: - Has a diverse oncology portfolio with significant growth from the FDA-approved drug Kisqali, which is a CDK4/6 inhibitor for advanced breast cancer [6] - Oncology sales rose 16% in constant currency terms to $14.74 billion in 2024, driven by new drugs like Pluvicto and Scemblix [7] - The company is investing in precision medicine strategies for both common and rare cancers [8] - Exact Sciences Corporation: - Focuses on early detection and prevention of cancer with its non-invasive screening test Cologuard for colorectal cancer [9] - Screening revenues increased by 13% in 2024, while Precision Oncology revenues rose by 4% [10] - Plans to launch several novel cancer tests over the next 18 months [11] - Monte Rosa Therapeutics: - A clinical-stage biotech developing molecular glue degraders for cancer treatment, with its lead candidate MRT-2359 targeting MYC-driven solid tumors [12] - Interim data from a phase I/II study showed a favorable safety profile and effective degradation of GSPT1 in patients [13]