Esmo 2022 movers – Kras backfires
Inhibition of Kras dominated Esmo, though probably not in the way some had hoped.
Esmo 2022 – Regeneron stakes its Lag3 claim
Fianlimab maintains its leading activity, but more Opdualag competition is not far behind.
Significant readouts for small players
Praxis and Relmada target depression as Athira and Taurx tackle Alzheimer’s.
What’s next for relatlimab?
The Lag3 inhibitor is now approved in melanoma, but Bristol looks unlikely to stop there in its search for a safer Yervoy.
Days of reckoning for immune checkpoint blockers
Can a trial carried out in China back a US approval? Investors in anti-PD-(L)1 players will find out soon enough.
Asco 2021 movers – PDS wins, but big pharma reigns
PDS and Spectrum rise, while Black Diamond, Alpine, Harpoon and Macrogenics disappoint, and others ride on big pharma’s coattails.
Asco 2021 – Abstract lift drives first stock moves
A handful of small caps, including Sensei and PDS, jumped on Asco abstract data, with much more news to come.
Asco 2021 – Bristol’s Lag3 case for a replacement for Yervoy
The Relativity-047 study shows that relatlimab has a big safety advantage over Yervoy, with just a slight decrease in clinical benefit.