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.
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.
