The most important of this year’s two virtual AACRs features immunotherapy combos, new Kras players and first clinical data for several assets.
A look at biotech’s most valued upartnered assets sees new entries from Allakos and some Covid-19 projects.
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.
Crucial clinical data are expected in the third quarter for small to mid-sized players including Beigene, Turning Point, Intra-cellular and Immunovant.
Adaptimmune and Allogene led numerous cell therapy companies higher over the Asco period, while Cytomx and Arvinas suffered the biggest losses.
An early look at data from the huge cancer conference boosts Allogene and Immunogen, while Arvinas and Cytomx suffer.