Citi European Healthcare Tour
We attended the Citi European Healthcare Tour with company and physician meetings in the UK, Switzerland and France. Our take: Immuno-oncology (I/O) hopes becomes reality, faster and broader than ever thought.
2016 will be the year of immune-oncology combinations, the potentially holy grail of this space. The I/O field develops extremely fast and what looked promising yesterday can be redundant tomorrow and vice versa.
Big, early players with broad approaches and capabilities look the most promising. Pricing of I/O agents especially in Europe is going to determine the rate of adoption.