Vantage Esmo 2020 roundup

Here's a round up of Vantage's coverage of the 2020 European Society for Medical Oncology congress.

Conferences

September 24

Esmo 2020 movers – antibody drug conjugates dominate the news flow

Notable progress with antibody-drug conjugates from Seattle Genetics and Immunomedics drove the biggest Esmo share price moves.

 

September 23

J&J goes for broke with lung cancer bispecific

The company’s EGFR and cMet targeted bispecific has generated early but encouraging signals in lung cancer – however, J&J faces stiff competition.

Can Alkermes succeed where Nektar failed?

Early signs suggest that Alkermes might have found a therapeutic window with its IL-2-targeting agent, ALKS 4230.

 

September 22

More encouraging signs for checkpoint bispecifics

Promising but early data on PD-1 x CTLA-4 bispecifics from Macrogenics and Akeso add further weight to this approach.

 

September 21

Double win complicates the gastric cancer picture

Bristol Myers Squibb and Merck & Co hail front-line successes, but histology and biomarker status will remain live issues for doctors.

Some backing for Beigene’s unusual combo approach

The company is one of very few to have studied combining PD-1 and PD-L1 blockade, an approach still in need of scientific validation.

Modest early activity for a Jounce competitor

Europeans unimpressed with Lynparza's prostate performance

 

September 20

Lilly’s latecomer scores in early breast cancer

Verzenio looks set to move into a valuable adjuvant setting as Pfizer’s miss with Ibrance is laid bare.

Kras cools off

A long-awaited update from Amgen’s Kras inhibitor shows waning single-agent efficacy – a situation apparently pre-empted by Mirati.

Pfizer's next-gen lung cancer drug impresses

 

September 19

Agenus sees light at the end of the tunnel at last

A benefit for balstilimab in cervical cancer irrespective of PD-L1 expression gives Agenus a shot at US approval.

Opdivo and Cabometyx are back in the game

Full data from the Checkmate-9ER trial suggest a new combo to match Merck & Co’s Keytruda plus Inlyta in first-line renal cancer.

 

September 18

Ipatasertib Akts up

A miss for Roche’s Akt inhibitor in advanced breast cancer leaves questions over population and combination.

Mediola makes a case for triplet therapy in ovarian cancer

Private group claims early but impressive pancreatic win

 

September 17

Mersana holds steady in ovarian cancer

Expectations grow with more data on XMT-1536, but durability is still a key question.

 

September 11

Kidney cancer showdown gets star billing (preview)

Late-breaking immunotherapy (preview)

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