#oncology

#oncology

The HIV ward, the scene of graphically ill patients when I was training, is long closed because it's no longer needed in most rich countries. When my young neighbour had a stroke, doctors cleverly retrieved the clot suffocating his artery, not just saving his life but also returning it to its full potential.

Incyte tops this list due to its rare combination of commercial scale, cash generation, and pipeline depth. The company posted FY2025 revenue of $5.14 billion, up 21.2% YoY, anchored by Jakafi generating $828.2 million in Q4 2025 alone (+7% YoY) and Opzelura delivering $207.3 million (+28% YoY). With $3.58 billion in cash and 14 pivotal clinical trials underway, Incyte offers an acquirer immediate revenue, margin expansion potential, and a deep oncology pipeline spanning KRASG12D, CDK2 inhibition, and mutCALR.

We provide thought partnership. When a company is developing a drug, there's a lot of work involved, such as understanding the science, designing a study and generating good data. We come in and explain what the standard of care looks like today for their patient population, and what we think it will look like in five to eight years or whenever they plan to launch their therapy.

They had received every other known therapy and experimental therapy - nothing worked - and after CAR-T therapy they would go into remission and just a week later, be walking around like they were totally normal, even if they got really sick during the therapy.

Aging compromises our body's DNA repair mechanisms, increasing cancer risk as the effectiveness diminishes with age, according to experts in oncology.