When it comes to big pharma’s novel therapies, it is a case of quantity versus quality.
Fianlimab maintains its leading activity, but more Opdualag competition is not far behind.
But positive mid-stage Sjögren’s data raise hopes for others still plugging away at anti-CD40 assets.
Data in the desmoid tumour niche look strong, but Ayala might provide a cheaper way for investors to play in gamma secretase inhibition.
Late-breakers give tislelizumab, camrelizumab and Keytruda outside chances to add to the first-line armamentarium.