Cancer Cure Modalities
l@sasacul123
−4.8%
since Oct 7
The idea
I believe cancer gets beaten by the new wave of treatment modalities, not the old pharma giants, so this basket owns the mid-cap and frontier companies pushing antibody-drug conjugates and bispecifics, radiopharmaceuticals, cell therapy, and cancer vaccines, the ones whose trial data actually moves the field. No single name gets oversized, frontier bets stay small, and roughly 14% sits in cash to add after sharp drops that don't change the underlying science. This is a volatile, multi-year hold built around trial readouts rather than quarterly sentiment.
What it owns
- Antibody-drug conjugates and bispecific antibodies enable precise tumor targeting and are driving a new wave of cancer drug approvals across the industry. · Genmab A/SIt builds the antibody engineering platform behind many approved bispecific antibodies, making it central to the modality's clinical and commercial success., Summit TherapeuticsIts ivonescimab is a leading bispecific antibody in late-stage lung cancer trials, directly testing whether the modality can improve outcomes over current standards., ZymeworksIt has an approved bispecific antibody generating royalties and a pipeline of new bispecifics and antibody-drug conjugates advancing in clinical trials., Janux TherapeuticsIt is developing T-cell engagers designed to remain inactive until reaching tumors, potentially offering improved safety compared to earlier generations of the class., ImmunomeIt is developing next-generation antibody-drug conjugates with novel targets and payloads, with advancement dependent on clean early clinical trial data., ADC TherapeuticsIt has an approved antibody-drug conjugate for lymphoma, proving the modality already produces clinical benefit, with growth potential in earlier treatment lines.31%
- Delivering radiation directly to tumor cells is proving effective in prostate cancer and other solid tumors, with few pure-play companies in the space. · Lantheus HoldingsIt is the profitable leader in radiopharmaceuticals, with dominant imaging agents that fund its pipeline of therapeutic radioligands for solid tumors., Telix PharmaceuticalsIt is a pure-play in radiopharmaceuticals with approved imaging products and therapeutic candidates in trials, benefiting from industry consolidation in the space., Perspective TherapeuticsIt is pursuing alpha-emitter radiotherapy, a more potent form of radioligand therapy believed to represent the next generation in radiopharmaceuticals.19%
- mRNA cancer vaccines and T-cell receptor therapies represent the highest-potential approaches to preventing recurrence and targeting hard-to-reach tumor cells. · BioNTech SEIt operates across most modalities in the take with one of the deepest oncology pipelines, including mRNA cancer vaccines, bispecifics, and antibody-drug conjugates., ModernaIts personalized mRNA cancer vaccine with Merck is the most advanced test of whether vaccines can reduce recurrence after surgery in melanoma and lung cancer., ImmaticsIt is developing T-cell receptor therapies that let immune cells recognize targets inside tumor cells that antibodies cannot reach, a key to advancing into solid tumors.19%
- Engineered immune cells have already achieved remissions in blood cancers and are expanding into solid tumors where most of the unmet need remains. · Legend BiotechIts Carvykti is the best-selling CAR-T therapy in multiple myeloma, demonstrating that engineered cell therapy can produce deep, durable remissions in hard-to-treat blood cancers., Autolus TherapeuticsIt has an approved CAR-T therapy for adult leukemia and represents the smaller companies pioneering cell therapy science rather than the largest pharma players., Iovance BiotherapeuticsIt is the first company with an approved cell therapy for solid tumors in melanoma, representing the critical frontier that cell therapy must cross.16%
- Cash14%