The Sting is dead; long live the Sting
Yesterday’s deal between GSK and Mersana threw the spotlight back on a forgotten oncology mechanism.
Mersana starts to lose its shine
The group’s latest data cut with XMT-1536 in ovarian cancer raises several red flags.
Esmo 2020 movers – antibody drug conjugates dominate the news flow
Notable progress with antibody-drug conjugates from Seattle Genetics and Immunomedics drove the biggest Esmo share price moves.
Vantage Esmo 2020 roundup
Here's a round up of Vantage's coverage of the 2020 European Society for Medical Oncology congress.
Esmo 2020 – Mersana holds steady in ovarian cancer
Expectations grow with more data on XMT-1536, but durability is still a key question.
Esmo 2020 preview – a kidney cancer showdown gets star billing
Though late-breakers rightfully seize much of the limelight at the Esmo congress, investors should look further afield too.
