
Kinnate is the latest Raf player to trip up
The company’s attempt to segment Braf-mutant cancers further isn’t going smoothly.

Esmo 2022 movers – Kras backfires
Inhibition of Kras dominated Esmo, though probably not in the way some had hoped.

Esmo 2022 – Springworks aims to Defi expectations
Data in the desmoid tumour niche look strong, but Ayala might provide a cheaper way for investors to play in gamma secretase inhibition.

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 – 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.

Biotech catalysts on the horizon
The second quarter should bring pivotal data for Karuna and key cardiomyopathy results for Alnylam, while Ionis's eplontersen lags in amyloidosis.