OnCo
ideasIdea

A non-profit pharmaceutical company for the cancers markets ignore

Build a drug company that does not need profits, modelled on the ones that developed new tuberculosis and sleeping-sickness drugs, to take on rare, paediatric and undruggable cancers.

A product development partnership (PDP) for oncology, on the model of the Drugs for Neglected Diseases initiative, TB Alliance and Medicines for Malaria Venture: philanthropic and public core funding, in-licensing of shelved or academic assets, virtual development through contract organisations, trials run with academic networks, and pricing at cost plus a margin reinvested in the pipeline. Target areas are those where the commercial case is weak but the science is ready: paediatric solid tumours, rare fusion-driven cancers, repurposed generics, and de-escalation regimens. The PDP can also be the licensee of last resort for assets that companies abandon.

Hypothesis
An oncology PDP funded at $100 to $200 million a year brings at least three products to registration within a decade in indications with no commercial programme, at development costs under a third of industry averages.
Rationale
DNDi has delivered multiple approved treatments (fexinidazole for sleeping sickness among them) and TB Alliance delivered pretomanid, at a fraction of industry costs, by combining donor funding with in-licensing and academic trial networks. Oncology has large philanthropic flows but no comparable development vehicle.
What would test it
Seed a PDP with two in-licensed assets and one repurposing programme; success at year five is one asset in a registration trial and a documented cost per phase.
Maturity
speculative
Who has to act
philanthropy
Cost to try
Large (over $50M)
Years to first evidence
8
Bottlenecks it attacks

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