Arcus’s near dream scenario
Gilead opts in at long last, and that’s more than many might have been expecting.
Esmo 2021 movers – a handful of biotech winners emerge
Leap and Innate were clear winners on the stock market during the medical meeting, while Astrazeneca’s strong performance stands out among the large caps.
Esmo 2021 – Astra coasts towards a new lung cancer combo
Two new immuno-oncology mechanisms post encouraging data, giving a boost to small developers including Innate and Corvus.
Reading Arcus’s Tigit tea leaves
As data non-disclosure prompts sellside guesswork one indisputable fact stands out: Gilead has not opted in to Arcus’s domvanalimab.
Asco 2021 movers – PDS wins, but big pharma reigns
PDS and Spectrum rise, while Black Diamond, Alpine, Harpoon and Macrogenics disappoint, and others ride on big pharma’s coattails.
CD47 is worth $4.9bn to Gilead
A $4.9bn buyout of Forty Seven means that Gilead remains focused on oncology, though cell therapy bulls are none the wiser.
Forty Seven bucks the trend
Tackling the CD47 pathway has seen off several industry players, but Forty Seven continues proudly flying the flag.
