ASCO – American Society of Clinical Oncology Conference
What mattered at ASCO 2023?
The oncology tanker cruises smoothly again. Advances are steady and will accelerate.
We attended the ASCO 2023 annual meeting in Chicago. After the rise of immuno-oncology, COVID-19 challenged clinical trial execution and muted patient numbers. In the last years we saw many setbacks of once promising immuno-oncology combinations trials.
However, this year’s conference gave us renewed confidence that the oncology field seems back on track, stronger than ever. Many encouraging developments in new treatment modalities have been presented, especially in early lung, early breast and blood cancers. The interplay of therapies and patient diagnostics continues to make big steps. The whole oncology care ecosystem is getting broader attention, with a particular focus on the wellbeing of patients and caregivers as well as global equity considerations.
This is a fast-moving space and the winners of today can be the losers of tomorrow if companies do not adjust to new developments. We believe that opportunities in oncology remain thrilling and that the sector will provide answers to many of its clinical, cost and equity challenges.
Find out more in the link below!
Should you want to know more about our conclusions, please contact us!
— Urban Fritsche, Portfolio Manager