An obscure Roche dataset reignites the Tigit space, and sends up Arcus, Compugen and Iteos.
With Tigit out of favour Belgium’s Iteos reckons it could have the best possible PD-(L)1 combo, but does GSK share its optimism?
But two have already disappointed, and the third has shown little to suggest a positive outcome.
The Arc-7 trial might be a numerical success, but Roche’s experience will weigh heavy.
Despite the often dismal mood over the weekend, the Asco conference provided rich pickings for some biotech investors.
Roche’s SCLC study is an unmitigated disaster, but investors holding out for success in NSCLC are thrown a crumb of comfort.
Unveiled abstracts from Asco lift the stock of several biotechs, which will now be under pressure not to disappoint at the conference next week.
The failure of Skyscraper-01 calls into question Roche’s vast investment in Tigit blockade, but is there broader significance?
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.