Investing In The Promising PD1/VEGF Bispecific - Pfizer And Instil Could Be Good Candidates

Summary

• Bispecific antibodies targeting PD1 and VEGF show promise in treating non-small cell lung cancer, with Summit Therapeutics' Ivonescimab outperforming Pembrolizumab in a Phase III trial.
• While immature, results from competitors such as Instil Bio are promising.
• We think Instil Bio, through its low valuation, and Pfizer, given its dividend yield, constitute good Buy opportunities to get exposure to the field.
• Significant risks persist due to limited data and the early stage of bispecific antibody development, making these investments (particularly Instil Bio) high-risk, high-reward propositions.

nopparit/iStock via Getty Images

Since the presentation of Summit Therapeutics (SMMT) at the World Lung Cancer Congress in 2024, targeting PD1 and VEGF using bispecific antibody is a promising approach in cancer, notably non-small cell lung cancer (NSCLC).

Recently, Pfizer (

Analyst’s Disclosure: I/we have a beneficial long position in the shares of PFE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.