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.
Asco-GU – confirmatory Padcev trial throws a curveball
Subgroup analysis of a confirmatory US study in bladder cancer suggests no benefit in female patients.
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.
