Morgan Stanley's recent report highlights personalized cancer vaccines and antibody-drug conjugates (ADC) as significant biotechnology innovations for cancer treatment in the coming year. Companies such as Moderna (MRNA, Financial), Merck (MRK), and AstraZeneca (AZN) are expected to release crucial trial data.
Moderna has made headlines with its personalized cancer vaccine mRNA-4157 (V940) developed with Merck. Positive data from a combination therapy treating skin cancer was presented at the ASCO annual meeting. Analysts anticipate key phase two data for this melanoma therapy by 2025/26.
BioNTech (BNTX) aims to release mid-stage trial data for its cancer vaccine BNT122 by the end of 2025. In ADCs, AstraZeneca and Daiichi Sankyo await phase three data for Datopotamab Deruxtecan in non-small cell lung cancer. Gilead Sciences (GILD) and Pfizer (PFE) are also set to announce significant trial results.