IGM’s snowballing share price belies some other major Ash winners, and will make Christmas unhappy for funds that had shorted the stock.
Sellside firefighting has saved the day for IGM, but Ash hears of some pretty potent anti-CD20 competition for the company.
While projects against BCMA abound, two little-known multiple myeloma targets make bids for attention at Ash.
Genmab cans its antibody-drug conjugate against Axl kinase, an approach on which Bergenbio has gone all in.
Other groups with large disconnects between sellside and investor expectations include Beigene, Alnylam and Acceleron.
The SITC breaks its own embargo, and the ensuing chaos sees Replimune, Iovance and Incyte move.
A look at how drug developers fare after floating in Europe suggests why many tread a path to the US and a Nasdaq listing.
Notable progress with antibody-drug conjugates from Seattle Genetics and Immunomedics drove the biggest Esmo share price moves.
Though late-breakers rightfully seize much of the limelight at the Esmo congress, investors should look further afield too.