RE:RE:RE:RE:RE:RE:Buyout numbersThe global ulcerative colitis market was valued at USD $7.1 billion in 2020, and is projected to reach USD$10.8 billion by 2030. - so growth in this market segment appears to have matured, yet Roche decided to acquire Telavant for USD $7.1billion, presumably in part, on the strength of biomarker data in Riovants Phase2b study.
Conversely, the global pancreatic cancer market was valued at USD $2.05 billion in 2022 and will expand to USD $7.40 billion by 2032.
Globally, the pancreatic cancer market is increasing due to rising cancer prevalence, change in lifestyle, for example increase in the consumption of alcohol and smoking.
The global Breast Cancer Market size is expected to be worth around USD $49.2 Bn by 2032 from USD $19.8 Bn in 2022
And with the potential use of pelareorep in combination with a checkpoint and CDK4/6 or PARP inhibitor, in 2L HR+/HER2- advanced or metastatic breast cancer, in which optimal second-line therapy for hormone receptor-positive (HR+)/ human epidermal growth factor receptor 2 negative (HER2-) advanced or metastatic breast cancer is yet to be established, ONCYs acquisition valuation still remains in the multi-Billions, as witnessed today by Roche's decision to acquire the experimental drug Telavant for US$7.1 Billion.
Consequently nothing has changed for ONCY in mBC other than pelareorep will be used as second line treatment in HR+/HER2- (or HER2 low) advanced or metastatic breast cancer , when combined with a CPI, on the expected treatment relapes/failures/adverse effects with the ADCs such as Enhertu.