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Big pharma’s new year catalysts
In the opening months of 2023 Novo Nordisk needs to defend its position, while Daiichi and Astrazeneca await ADC data.
Ash 2022 preview – a new multiple myeloma mechanism makes a splash
Talquetamab gets top billing in Ash’s press programme, but the data raise important issues about the role of targeting GPRC5D.
Esmo 2022 – Trodelvy’s improving trajectory might not matter much
Later cuts of Tropics-02 make for better reading, but in Her2-driven breast cancer Gilead’s Trodelvy will remain a footnote to Enhertu.
Foghorn sounds another warning about the class of ‘20
In 2020 76 biotech floats raised a combined $12.7bn. Foghorn is not the first to show that much of the faith was misplaced.
Canakinumab’s cancer career ends with a whimper
Novartis's latest failure, in adjuvant lung cancer, heaps more doubt on a rival approach from Cantargia.
Cytokine players keep the faith
The demise of Nektar’s bempegaldesleukin has not stemmed the tidal wave of companies developing IL-2 and IL-15 therapies.
Asco 2022 movers – cell therapy wins, but it’s not the whole story
Despite the often dismal mood over the weekend, the Asco conference provided rich pickings for some biotech investors.
Asco 2022 – Can Daiichi do it again?
The Japanese drug maker has four more conjugates coming behind Enhertu, and plans to keep future successes to itself.
Asco 2022 – PMV’s therapeutic window slams shut
Liver and other toxicities threaten to scupper another attempt to reactivate mutated p53, the “guardian of the genome”.
Asco 2022 – the spirit of Rova-T struggles to live on
DLL3, a pariah antigen after the implosion of Abbvie’s Rova-T, holds the interest of a handful of industry players.
Asco 2022 – Adicet works hard to avoid the allo Car-T scenario
Long-awaited gamma-delta Car-T data sees the response rate fall to 20% at six months, but when is a relapse not a relapse?
Asco 2022 – Carvykti casts a long shadow
Arcellx, Gracell and Oricell work hard to prove that there is still space for new Car-T therapies in multiple myeloma.
Asco 2022 – investors clutch at the Tigit straws
Roche’s SCLC study is an unmitigated disaster, but investors holding out for success in NSCLC are thrown a crumb of comfort.
Asco 2022 – Merus gets some competition
Response rates with zenocutuzumab hold up, but Elevation Oncology’s rival project looks similar.
Asco 2022 – Enhertu asks, how low can you go?
Another strong readout could redefine how Her2-negative breast cancer is treated, though a declared victory in triple-negatives is less clear.