28 May 2025 | 5:02AM BST Europe Healthcare: Pharmaceuticals Setting the scene for SERDs ahead of ASCO updates We expect developments in the SERD (Selective Estrogen Receptor Degrader) class of breast cancer therapies to be a key focus for investors as we enter a catalyst rich 12-24 month period for the class that has relevance to multiple companies. With a 500K+ eligible patient population globally, we believe the class could be worth $15bn+ by 2035. Specifically in our European BioPharma coverage, AZN and ...