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• FDA approves oncology treatments, signaling shift to precision therapies. • Immunotherapies now 45% of cancer drug revenues. • Companies with proprietary platforms targeting undruggable proteins capture premium valuations. • GT Biopharma, Erasca, Foghorn, OmniAb, and Recursion benefit from sector momentum. • U.S. oncology market projected to surge from $81 billion in 2025 to $212 billion by 2034.
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