
Asco 2023 preview – Tigit lives again
An obscure Roche dataset reignites the Tigit space, and sends up Arcus, Compugen and Iteos.

Spotlight – following Humira in hidradenitis suppurativa
Immune agents old and new are trying to make a splash in what could turn into a billion-dollar market.

AACR 2023 – Moderna's immunotherapeutic splash
This year’s AACR meeting promises a surprising amount of clinical data relevant to biopharma investors.

U-turn confirms that the US cut-price oncology model is dead
EQRX tears up plans to challenge US PD-(L)1 players on price, and switches focus to two non-discounted small molecules.

Esmo 2022 – Regeneron stakes its Lag3 claim
Fianlimab maintains its leading activity, but more Opdualag competition is not far behind.

Sanofi’s oncology hopes crumble
The discontinuation of amcenestrant piles more pressure on the group’s chief executive, Paul Hudson.