AACR 2021 – still awaiting validation, Sanofi keeps on buying
The group does not let the grass grow under its feet, acquiring Tidal Therapeutics before its bigger Synthorx buy has proven itself.
AACR 2021 preview – the early themes emerge
The most important of this year’s two virtual AACRs features immunotherapy combos, new Kras players and first clinical data for several assets.
World Lung 2020 – no advance on Amgen’s “consistent” Kras promise
But the unveiling of sotorasib’s registrational dataset shows that bulls should be cautious of Mirati's numerical advantage.
Triple meeting – Mirati gets an edge over Amgen
Mirati’s Kras inhibitor looks better than Amgen’s on efficacy, but toxicity worries prevent a knockout punch.
Finding the next Vertex
Other groups with large disconnects between sellside and investor expectations include Beigene, Alnylam and Acceleron.
