Smart Money Abandons Single-Asset Risk: Why Platforms Now Command 60% of Pharma Pipelines

The oncology sector is shifting towards platform-based precision therapies, abandoning single-asset risk for companies engineering multiple drugs from validated mechanisms. Platform technologies enable rapid target-swapping and preserve core therapeutic advantages, creating sustainable competitive moats. This structural shift toward modularity positions companies with proprietary engines to capture multiple therapeutic opportunities simultaneously. Companies benefiting from this shift include GT Biopharma, ADC Therapeutics, Sutro Biopharma, Crinetics Pharmaceuticals, and TScan Therapeutics.