Vantage Esmo 2020 roundup
Here's a round up of Vantage's coverage of the 2020 European Society for Medical Oncology congress.
Notable progress with antibody-drug conjugates from Seattle Genetics and Immunomedics drove the biggest Esmo share price moves.
The company’s EGFR and cMet targeted bispecific has generated early but encouraging signals in lung cancer – however, J&J faces stiff competition.
Early signs suggest that Alkermes might have found a therapeutic window with its IL-2-targeting agent, ALKS 4230.
Promising but early data on PD-1 x CTLA-4 bispecifics from Macrogenics and Akeso add further weight to this approach.
Bristol Myers Squibb and Merck & Co hail front-line successes, but histology and biomarker status will remain live issues for doctors.
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.
Verzenio looks set to move into a valuable adjuvant setting as Pfizer’s miss with Ibrance is laid bare.
A long-awaited update from Amgen’s Kras inhibitor shows waning single-agent efficacy – a situation apparently pre-empted by Mirati.
A benefit for balstilimab in cervical cancer irrespective of PD-L1 expression gives Agenus a shot at US approval.
Full data from the Checkmate-9ER trial suggest a new combo to match Merck & Co’s Keytruda plus Inlyta in first-line renal cancer.
A miss for Roche’s Akt inhibitor in advanced breast cancer leaves questions over population and combination.
Expectations grow with more data on XMT-1536, but durability is still a key question.