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New Cancer Drugs: First Movers Will Win

First movers, including Bristol-Myers, and firms that can aggregate a portfolio of immuno-oncology therapies will be positioned well.

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Stefan Quenneville: We recently put out a report on immuno-oncology drugs, which represented a new way to treat cancer, which we think is going to really revolutionize the way the disease is going to be treated and, of course, have implications for the moats of companies in the pharmaceutical and biotech sector.

Immuno-oncology drugs work by basically harnessing the patient's own immune system to target their tumors. The results from these drugs have been remarkable, and it's really one of the rare cases where we might be seeing a paradigm shift in how a very serious disease is being treated. This, of course, has important implications for investors.

Stefan Quenneville, CFA does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.