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Precision oncology is entering a new era—one defined by earlier detection, personalised treatment, and the growing potential for long-term remission or cure.

As we enter the month of October, investors are faced with an obvious question: is the time right for new investments in the oncology sector? Pasquale Sansone, Senior Biotechnology Analyst, shares his analysis and convictions.

The investment landscape is marked by persistent macroeconomic uncertainties, uneven growth, and heightened geopolitical risks. Despite attractive earnings growth, healthcare has also been under pressure due to regulatory restructuring, drug pricing debates, budget constraints, and tariff concerns.

Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.

The investment landscape is evolving against a backdrop of rising economic uncertainties and a cautious market environment, further complicated by geopolitical tensions and upcoming elections.

Good news! The five-year survival rate for women diagnosed with breast cancer in the United States is now 90%[1]. Unfortunately, when looking at other statistics, the outlook worrying: one in eight women will develop an invasive form of breast cancer during their lifetime. In 2020, two million new cancer cases were diagnosed worldwide. Breast cancer is the most common cancer type among women and the second deadliest, following lung cancer. To better understand the urgency of treatments: in 2020, 685,000 women lost their lives from breast cancer.

And we would rather not have to go through this – which would mean we won the battle and cancer is curable.

The Candriam Institute provides financial support to the PRecISion Medicine Institute. The PRISM technology aims to save an additional 200,000 lives each year by identifying the unique molecular characteristics of each patient's cancer.