A decent showing for Pfizer/Roche in haemophilia sets up a rivalry with Uniqure/CSL, and a smattering of deals get done before the year end – and before JP Morgan.
Yesterday’s deal between GSK and Mersana threw the spotlight back on a forgotten oncology mechanism.
The group’s latest data cut with XMT-1536 in ovarian cancer raises several red flags.
Notable progress with antibody-drug conjugates from Seattle Genetics and Immunomedics drove the biggest Esmo share price moves.
Here's a round up of Vantage's coverage of the 2020 European Society for Medical Oncology congress.
Expectations grow with more data on XMT-1536, but durability is still a key question.
Though late-breakers rightfully seize much of the limelight at the Esmo congress, investors should look further afield too.