Thread by @Biotech2k1

1/ The Battle for the Future of Targeted Oncology:

This is a space I have been focused on for years. The traditional methods of cancer treatment have been very toxic. Its about trying to kill the cancer faster then the patient. There has to be a better way to help patients.

2/ This brings about targeted oncology which is actually a very big space. The focus for me has been in the genetic cell pathways that mutate to drive uncontrolled cell growth. These are often referred to as the kinase or TKI companies.

3/ Its actually much bigger then just targeting kinases as many of these pathways have many kinases, enzymes, proteins and other factors that play key roles in these cell pathways.

4/ This is my oldest science theme, and it has been a big winner for many years with companies like Array, Loxo and Arqule to name a few. Now there is a challenger on the science front. This comes from Targeted Protein Degraders.

5/ TPD has the potential to do the same thing as kinase inhibitors as well as target other things like proteins and enzymes. The data for these programs are extremely early.

6/ From the early data, the TPD drugs have overwhelming safety profiles over kinase inhibitors. So far the kinase inhibitors seem to have the accuracy and efficacy. Only time and more data will tell how this battle royal plays out.

7/ So far, I have been playing both sides of the science. I still have my top 4 targeted oncology companies, but I also hold my top 4 promising TPD companies.

8/ I suspect over time these two themes will merge into one theme of targeted therapies focused on the best companies in each space.

9/ I have for Targeted Oncology $BPMC, $MRTX, $RVMD and $ERAS which are in the most powerful targets of oncology. Then I have $ARVN, $KYMR, $CCCC and $GLUE for my TPD companies.

10/ I suspect that TPD will eventually win out. Many of these companies will shift strategies over time. I know $BPMC has already said they plan to explore TPD for newer indications. This could open up a whole new frontier of targeted oncology.

11/ Many of these older kinase drugs could be replaced with newer, safer versions using TPD.