Adaptimmune and Allogene led numerous cell therapy companies higher over the Asco period, while Cytomx and Arvinas suffered the biggest losses.
Astra and Merck & Co present mixed small-cell lung cancer data, while Innovent, Xencor, Alphamab and Alligator bang the drum for CTLA-4.
Next week’s virtual meeting could resuscitate Ox40 agonists, but an important omission will disappoint.
As J&J tears up a licensing deal with Alligator, CD40 agonism might join the likes of Ox40 and IDO as an immuno-oncology approach that has failed to deliver.
Mirati Therapeutics nearly stole the show at Asco despite not actually presenting – a fact that illustrates how low on meaningful data this year's conference was.