Should PARP inhibitors prepare a come-back, we see four drugs on the starting block with opportunities for M&A activities
We haven’t seen that many therapeutic classes facing so many ups and downs, being so close to a total failure and suddenly reviving to become one of the most promising areas of growth in the field of oncology. This is what happened to PARP inhibitors. With Sanofi missing the opportunity while having a first-in-class compound, AstraZeneca now looks well positioned to capture a significant portion of the pie in ovary whereas Tesaro and BioMarin, the closest competitors, could have the lead in breast. In our view the two companies could be takeover targets for bigger companies.
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