PDS and Spectrum rise, while Black Diamond, Alpine, Harpoon and Macrogenics disappoint, and others ride on big pharma’s coattails.
The most important of this year’s two virtual AACRs features immunotherapy combos, new Kras players and first clinical data for several assets.
Though late-breakers rightfully seize much of the limelight at the Esmo congress, investors should look further afield too.
Next week’s virtual meeting could resuscitate Ox40 agonists, but an important omission will disappoint.
A private Belgian biotech reckons Tigit is the new PD-1, a view Roche’s progress could validate.