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October 6th, 2026 | 07:35 CEST

Fighting Skin Cancer: How Vidac Pharma, Biofrontera and Regeneron Target Different Stages

  • Pharma
  • Biotech
  • Biotechnology
  • Cancer
  • SkinCancer
Photo credits: AI-Generated with Nano Banana

At the recent annual meeting of the European Academy of Dermatology and Venereology in Vienna, the focus was on new approaches to treating extensive skin damage. The fight against skin cancer is shifting: It is no longer just about combating developed tumors, but about stopping the disease before it breaks out. Destroying diseased cells early on spares patients from major surgeries and eases the burden on the healthcare system. We present the latest developments and opportunities for investors.

time to read: 4 minutes | Author: Nico Popp
ISIN: VIDAC PHARMA HOLDING PLC | GB00BM9XQ619 , REGENERON PHARMAC.DL-_001 | US75886F1075 , BIOFRONTERA AG NA O.N. | DE0006046113

Table of contents:


    Regeneron: Market Leader in Advanced Tumors Bets on a Billion-Dollar Alliance

    Regeneron has established Libtayo as the standard of care for advanced cutaneous squamous cell carcinoma. Cutaneous squamous cell carcinoma is the second most common form of skin cancer and is diagnosed approximately 1.8 million times annually in the US. About 40,000 of these cases progress to advanced stages each year, in which the tumor can invade deep into the tissue. The US Food and Drug Administration (FDA) approved the antibody drug Libtayo in October 2025 for adjuvant (supplemental) therapy. This means the drug is administered after surgical removal and radiation therapy to kill any remaining cancer cells in the body and prevent recurrence. In the Phase 3 clinical trial C-POST, Libtayo reduced the risk of disease recurrence or death by 68% compared to a placebo. Across all indications, Libtayo generated global sales of USD 1.22 billion in 2024. On October 1, 2026, Regeneron and Sanofi also expanded their immunology alliance to include four new antibodies, including one for atopic dermatitis. Sanofi is paying USD 1 billion upfront, plus potential milestone payments of up to USD 7 billion.

    Biofrontera: Light Therapy Bridges the Gap to Tumor Treatment

    The US company Biofrontera is targeting the direct transition from precancerous lesions to actual tumors. In mid-September, the company received FDA approval to use its photodynamic therapy, Ameluz, for superficial basal cell carcinoma as well. With this method, doctors apply a special gel to the affected skin. Diseased cells absorb the active ingredient more readily than healthy ones. The doctor then irradiates the area with a red-light lamp. This triggers a chemical reaction in the cancer cells and destroys them through extreme oxygen stress. In the Phase 3 clinical trial, 66% of patients treated with the combination of gel and red light achieved complete clinical and histological healing of the pre-selected primary lesion, compared to only 5% in the placebo group. Biofrontera plans to launch commercial sales for this indication around the turn of the year 2026/27.

    Vidac Pharma: Tackling Cancer at Its Root

    Vidac Pharma intervenes even earlier, interrupting tumor development. The company focuses on actinic keratosis. The American Academy of Dermatology Association estimates that in the US alone, over 40 million people develop this precancerous condition each year. Vidac concentrates on particularly rapidly proliferating lesions, which are considered to carry an increased risk of progressing to skin cancer. Malignant cells alter their metabolism and require enormous amounts of sugar. They drive this process via the enzyme hexokinase 2, which binds to a channel in the cell's powerhouses, thereby blocking natural cell death. Vidac Pharma targets precisely this mechanism with its VDA-1102 ointment. The active ingredient separates the enzyme from its channel. As a result, the diseased cell's energy supply collapses, and it dies, while the surrounding healthy skin is largely spared.

    On September 9, 2026, the final patient visit for a double-blind, placebo-controlled Phase 2b trial took place. VDA-1102 was tested on 39 patients with rapidly proliferating precancerous lesions. A post-hoc analysis of an earlier Phase 2b study showed complete healing of the lesions in approximately 40% of patients. This means that, after the original study was completed, experts re-examined the collected data specifically for certain characteristics and treatment outcomes. However, such analyses are considered indicative rather than proof of efficacy. Once the ongoing data review is complete and the database is closed, Vidac plans to publish the final clinical results.

    Vidac's Platform Could Attract Pharmaceutical Companies

    Vidac Pharma's technological approach is not limited to topical ointments. In early 2026, Vidac received a central US patent for its drug platform; a Notice of Allowance followed in Canada in May. With the preclinical compound VDA-1275, Vidac is developing a small-molecule drug that systemically targets glucose metabolism in solid tumors. In addition, promising interim Phase 2a results have been available since January 2024 for the use of VDA-1102 in cutaneous T-cell lymphomas, a specific type of blood cancer affecting the skin. Furthermore, the company has announced plans to develop algorithms that use images to predict which skin lesions are most likely to develop into carcinoma. This broad applicability positions Vidac Pharma as a strategic target for dermatology and oncology specialists who rely on new mechanisms of action to protect their revenues.

    Research is shifting toward targeted prevention, as shown at the dermatology conference in Vienna. This trend confirms that Vidac Pharma is on exactly the right track with its early intervention in cellular metabolism. The decisive catalyst for the company is now the upcoming publication of the Phase 2b results. If the data show that VDA-1102 effectively eliminates diseased cells, Vidac will bridge the gap to invasive cancer therapy. On the risk side, typical clinical development hurdles remain. If the drug fails to meet the primary study endpoints for lesion elimination or if preparations for a crucial Phase 3 trial are delayed, setbacks could loom. In addition, Vidac is currently financing itself in part through stock sales by major shareholders and board members. Further capital measures are therefore possible. The coming weeks and months are likely to be exciting for Vidac Pharma.

    Vidac Pharma's stock has declined slightly over the past six months.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
    In this respect, there is a concrete conflict of interest in the reporting on the companies.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
    For this reason, there is also a concrete conflict of interest.
    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



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