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?
Asset resuscitation fails to resuscitate Mereo
Mereo claims another success with a big pharma castoff, but its win in alpha 1-antitrypsin deficiency is questionable.
Another failure heaps more pressure on Novartis
Deals will come into even greater focus after the failure of ligelizumab, one of the group’s brightest pipeline hopes.
Astra presses on with bispecifics
Followers of novel immuno-oncology mechanisms will note Astrazeneca as a new player in Tigit and Tim3.
Centessa claims a place in the antitrypsin deficiency pipeline
But investors will need more convincing; and others are more advanced, with Arrowhead and Inhibrx ones to watch.
