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Saturday, 30 May 2026
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Market leader falls for first time

Posted 29 May 2026 PM

News of a major shift in industry's therapeutic focus was our best read story this week with oncology no longer the largest contributor to late-stage pipeline value.

For the first time in 16 years of analysis by Deloitte, investment in cancer drugs has been toppled by obesity assets. This is a "seismic shift" from 2022 when obesity assests contributed just one per cent of projected value. But there could be shocks ahead. Find out why in: Oncology dethroned as industry No 1

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