Vantage Esmo 2021 roundup
Here's a roundup of Vantage's coverage of the 2021 European Society for Medical Oncology congress.
Leap and Innate were clear winners on the stock market during the medical meeting, while Astrazeneca’s strong performance stands out among the large caps.
But proving that the drug’s toxicities are manageable in the real world will become more important as it moves into earlier treatment settings.
Two new immuno-oncology mechanisms post encouraging data, giving a boost to small developers including Innate and Corvus.
A move into the larger second-line breast cancer setting is surely on the way for the Astrazeneca and Daiichi drug.
Adagrasib looks better than Amgen’s Lumakras, which could explain why Mirati has been dragging its heels in lung cancer.
The failed Checkmate-651 study hints at a survival benefit in some PD-L1 expressers, but will this be enough to file?
Glaxo’s anti-PD-1 MAb might not have a market niche to itself for long, while a separate trial could help Keytruda double its adjuvant melanoma potential.
It might be too late for adavosertib, but others could benefit if a niche has finally been found for Wee1 inhibitors.
Clinical data on Carrick’s samuraciclib and Syros’s SY-5609 show that this mechanism remains a work in progress.
Mirati bids to be belle of the ball (preview)