Asco 2022 movers – cell therapy wins, but it’s not the whole story
Despite the often dismal mood over the weekend, the Asco conference provided rich pickings for some biotech investors.
Asco 2022 – investors clutch at the Tigit straws
Roche’s SCLC study is an unmitigated disaster, but investors holding out for success in NSCLC are thrown a crumb of comfort.
Asco 2022 – great expectations for Adicet, Arcellx and PMV
Unveiled abstracts from Asco lift the stock of several biotechs, which will now be under pressure not to disappoint at the conference next week.
Looking beyond Roche’s Tigit bombshell
The failure of Skyscraper-01 calls into question Roche’s vast investment in Tigit blockade, but is there broader significance?
Roche’s Tigit fail poses a big question for Merck
Roche just showed that adding Tigit to PD-(L)1 blockade is a non-starter in SCLC, and now Merck & Co risks doing the same.
Up-front licensing costs hit a five-year high
But the pace of biopharma asset deals dips. Are the two trends related?
Licensing deals rack up in 2021
This year has yet to see a blockbuster-style deal, but prices remain punchy nevertheless.
Astra presses on with bispecifics
Followers of novel immuno-oncology mechanisms will note Astrazeneca as a new player in Tigit and Tim3.
Cancer continues to dominate deal making
Since 2016 drug developers have spent $23.6bn in-licensing cancer projects, almost half of the sector’s up-front bill.
