AstraZeneca enjoys a strong oncology-focused pipeline but also trades at a high multiple
For the stock to work, AstraZeneca will need to execute on an ambitious portfolio
I detail four of the key drugs here: Calquence, Lynparza, Tagrisso, and DS-8201
GSK: Detailing Growth Opportunities in Oncology and Upcoming BCMA Data
GSK’s oncology portfolio is key to growth prospects, as they are expected to offset headwinds currently faced in HIV and the Advair business.
Zejula provided additional data in maintenance treatment of ovarian cancer that could present share gain opportunities from Lynparza. GSK will look to expand Zejula into additional oncology indications.
Belantamab mafodotin could be the first to market within the BCMA class of drugs in multiple myeloma, and will provide additional details at ASH in early December along with other BCMA treatments.