Astrazeneca/Daiichi’s Enhertu and Roche’s Polivy both score in pivotal trials that could see them threaten early-line incumbents.
Up-front costs are higher than ever, with preclinical and phase 2 assets showing the most price inflation, according to a new analysis of licensing deal trends.
Big risers include Eli Lilly, Biogen, Moderna and Biontech.
Abbvie expects more Rinvoq data in ulcerative colitis while Astrazeneca takes on myasthenia gravis, and gene therapy is in play for Pfizer and Roche.
The deal puts more support behind targeting folate receptor α, a long troubled target, with antibody-drug conjugates.
Two huge up-front fees this week, for an anti-Tigit MAb and an antibody-drug conjugate, show that early-stage oncology assets are still hot.
PDS and Spectrum rise, while Black Diamond, Alpine, Harpoon and Macrogenics disappoint, and others ride on big pharma’s coattails.
Datopotamab, a project with a very similar mechanism to Trodelvy, shows impressive early data in triple-negative breast cancer.
Having failed with orlotamab, and with enoblituzumab’s potential narrowing, Macrogenics generates interest around MGC018.