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Evolving Oncology: The Expanding Landscape of Targeted Therapies and Investment
Guests:
Peter Bak, MD, Partner, Managing Director
Mavra Nasir, MD, Director
Length: 30:19 minutes
Airdate: April 15, 2026
Examining the dynamic progress in targeted oncology, the episode delves into the shift from single-mutation therapies to broad pathway targeting, highlighting advances in EGFR, KRAS, and the MAPK axis. Recorded prior to the recent release of Revolution Medicine’s impressive Phase 3 data for daraxonrasib in pancreatic cancer, Mavra Nasir interviews Peter Bak for an in-depth exploration of the commercial, clinical, and investment trends influencing major pharma, biotech, and investors, showcasing why validated biology and platform innovations continue to drive both deal-making and patient impact.
Key clinical challenges such as resistance, CNS coverage, and durable efficacy are unpacked, alongside the ongoing appetite for early-stage platforms and the evolution of M&A strategy in the sector.
You can find our paper on the targeted oncology here: https://www.bblsa.com/analyst-reports/a-map-to-the-future-of-targeted-oncology.
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