At Candriam, we have identified the fight against cancer as one of our key thematic strategies. Medical research needs private funding ! – and can be a source of opportunities for investors: highly innovative pharmaceutical or biotech companies may tend to present high earnings growth.
The innovation flow is multiple: it involves developing new drugs but also new procedures and tools to improve early detection and diagnosis as well as tumor profiling – which is key to more targeted therapies.
In the below interview, Rudi Van den Eynde, Head of Thematic Global Equity, shares his perspective on targeted medicine and its increasing cost.
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”By investing in this strategy, you are supporting a broad range of innovative companies which may prove to be game-changers in cancer research.
Our investment team, built over the past 20 years, has a strong medical background enabling them to evaluate the most complex drugs in terms of potential efficiency and opportunities.
How are we organized to detect tomorrow’s winners? Discover this in our “60 seconds with the fund manager” interview of Rudi Van Den Eynde, Head of Thematic Global Equity.
That’s the cost of targeted medicine. Until the early 1990s, new treatments primarily addressed large patient populations. Cancers were treated as effectively as was possible with chemotherapy. Since then, however, research has shown that there is not just one type of breast cancer. There are actually many types that can, and should, be treated with different drugs. Generally speaking, in oncology, some very rare cancers only affect a few tens of thousands of patients around the world, and sometimes just hundreds...
The 5-year survival rate among female patients diagnosed in the United States.
1 out of 8 women, will develop an invasive form of cancer in their lifetime.
Prévenir Le Cancer Du Sein Def60 - Guillaumes
New cases were diagnosed worldwide in 2020.
Breast cancer is the No. 1 cancer among women, and the second most deadly, after lung cancer.
Women died of breast cancer in 2022
Cancer du sein (who.int)
*Source - World Cancer Research Fund International
At Candriam, we believe the fight against cancer starts with concrete action, now. This is our dual impact philosophy. Investments in this strategy trigger a donation to leading institutes in oncology research[1], for research and innovation as well as supporting patients and their families. 3.3 million euros were given since 2018 to the fight against cancer[2].
[1] 10% of the net management fees received by Candriam on this strategy are allocated to associations and/or organizations fighting against cancer by being active in the field of scientific research and or the development of treatments, in social projects for families, in information, in public awareness and/or in cancer prevention, as set out in the section entitled Investment objectives of the regulatory documents.
[2] Donations between 2018 (creation of the Candriam Institute for Sustainable Development) and 2023.
By investing in the strategy that selects companies developing solutions to fight cancer, you fund leading European associations in the fight against cancer and actively participate in cancer research. Candriam donates a portion of revenues to major European institutes dedicated to research in this field.
Meet Professor Fabrice André of the PRISM Project as he walks us through the development stage of an exciting new cancer treatment technology.
The most significant risks on this strategy are:
For further details on risks associated with investing in the promoted strategy, a general description and explanation of the various risk factors is available in the section Risk Factors of the relevant regulatory documents.
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