Update in Immuno-Oncology: Multiplicity of Drug In-Licensing Opportunities to Expand Your Pipeline
This market update captures assets currently in development and recent partnering/in-licensing transactions which can catalyze development and improve valuation for companies.
Update in Immuno-Oncology: Multiplicity of Drug In-Licensing Opportunities to Expand Your Pipeline
Market Insight: Ellen S. Baron, PhD, Echoe M. Bouta, PhD
This market update captures assets currently in development and recent partnering/in-licensing transactions which can catalyze development and improve valuation for companies.
Immuno-oncology (IO) has revolutionized the treatment of many deadly cancers in the last seven years. Further, IO continues to shape the pharma industry as the global IO market is expected to more than double over the next eight years to $126.9 billion (GrandView Research). Much of this market growth has been spurred by checkpoint inhibitors with market leader PD-1 antibody Keytruda leading the pack at $7 billion in 2018 revenue. However, only 12.5% of patients respond to checkpoint inhibitors, leaving a large unmet need in the field (Haslam et al. JAMA Netw Open, 2019) and plenty of opportunity to capture market share.
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A Panic Letter and the Quiet Reset of American Biotech
This article examines the quiet but profound reset underway in U.S. biotech, triggered by a rare combination of forces: delayed or reduced federal funding, large pharma cutting mid-stage partnerships, and venture capital pulling back as exits evaporate. Based on insights from Dr. Stanislav Glezer, it reveals a market splitting in two — with capital chasing late-stage and very early assets while Phase 1–2 companies are stranded in the middle. The piece also exposes how government uncertainty, shrinking NIH support, and overlooked patient-behavior realities are forcing founders to rethink their entire company lifecycle. In today’s environment, survival requires new strategies, new geographies, and a deeper understanding of human factors that no protocol can fix.
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Outcome Capital Life Science Market Pulse, October 2025
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