Esmo 2020 – Kras cools off
A long-awaited update from Amgen’s Kras inhibitor shows waning single-agent efficacy – a situation apparently pre-empted by Mirati.
Esmo 2020 preview – a kidney cancer showdown gets star billing
Though late-breakers rightfully seize much of the limelight at the Esmo congress, investors should look further afield too.
AACR 2020 – Verastem reveals the logic behind its Kras deal
A combination of Verastem’s small molecules shows promise in Kras-driven ovarian cancer, but shares fall on toxicity concerns.
AACR 2020 preview – no Tigit, but plenty of novel mechanisms
Next week’s virtual meeting could resuscitate Ox40 agonists, but an important omission will disappoint.
Asco-GU: confirmation for Seattle and a reminder for Mirati
Incremental data revealed at the conference could give Mirati, Exelixis and Seattle Genetics renewed hope.
Asco-GU 2020: revving up for Peloton deal validation
The meeting’s abstracts point to studies from Merck & Co, Exelixis and others that should be on investors’ radar.
Verastem plays the Kras card
For $3m Verastem adds to its pipeline another asset that a bigger company had given up on.
