Zymeworks investors wake up to competition
With mounting competition in Her2-directed breast cancer treatment, Zymeworks’ latecomer struggles to show that it’s better.
Bergenbio dream lives on, despite Genmab's broken Axl
Genmab cans its antibody-drug conjugate against Axl kinase, an approach on which Bergenbio has gone all in.
Finding the next Vertex
Other groups with large disconnects between sellside and investor expectations include Beigene, Alnylam and Acceleron.
Esmo 2020 movers – antibody drug conjugates dominate the news flow
Notable progress with antibody-drug conjugates from Seattle Genetics and Immunomedics drove the biggest Esmo share price moves.
Seattle benefits from Merck's long shot
Merck's move on a target that has attracted little attention – Liv-1 – means future data readouts are now eagerly awaited.
Gilead’s cancer ambitions stretch to $21bn
As Immunomedics and Seattle both get backing from the big boys, antibody-drug conjugates finally come of age.
Esmo 2020 preview – late-breaking immunotherapy
The upcoming virtual Esmo congress gives top billing to big pharma immunotherapies.
