5 Mid-Cap Oncology Moonshots: Cell & Gene Therapies that Could 100× in 10 Years

Breakthrough oncology isn’t sci-fi anymore. Cell and gene therapies are delivering durable remissions—and for investors with a 10-year horizon, that can mean decade-long compounding. In this video, I share a practical framework to find high-potential mid-cap oncology names without chasing hype: product & data quality, market size and expansion paths, de-risking signals, balance-sheet strength, near-term catalysts, and manufacturing/access at scale. Then we apply it to five U.S. mid-caps: Legend Biotech (LEGN), Exelixis (EXEL), Arcellx (ACLX), Arcus Biosciences (RCUS), and Revolution Medicines (RVMD).

🎯 What you’ll learn
• How to assess efficacy, durability, and safety in oncology readouts
• Sizing true TAM and earlier-line/adjacent-tumor expansion routes
• De-risking markers (Phase 3s, approvals, real-world adoption, partnerships)
• Cash runway vs. dilution; who’s funding late-stage trials
• Catalysts calendar and why manufacturing is the hidden bottleneck

⏱️ Chapters
00:00 Hook — “One infusion… 10 years”
00:45 The 6-part investing framework
03:15 Market sizing & earlier-line expansion
04:25 De-risking: trials, approvals, partners
05:20 Cash, dilution & manufacturing at scale
06:20 Company 1: Legend Biotech (LEGN)
07:05 Company 2: Exelixis (EXEL)
07:50 Company 3: Arcellx (ACLX)
08:30 Company 4: Arcus Biosciences (RCUS)
09:10 Company 5: Revolution Medicines (RVMD)
09:50 Final takeaways: focus, diversify, avoid hype

⚠️ Disclaimer
This is educational content, not investment advice. Do your own research and consider professional guidance.
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