As data non-disclosure prompts sellside guesswork one indisputable fact stands out: Gilead has not opted in to Arcus’s domvanalimab.
The anti-Tigit MAb domvanalimab will generate key clinical results any day; will they be good enough for Gilead to opt in?
PDS and Spectrum rise, while Black Diamond, Alpine, Harpoon and Macrogenics disappoint, and others ride on big pharma’s coattails.
A handful of small caps, including Sensei and PDS, jumped on Asco abstract data, with much more news to come.
As Biogen heads towards important depression data, Sanofi looks to oncology for growth.
The most important of this year’s two virtual AACRs features immunotherapy combos, new Kras players and first clinical data for several assets.