
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.

The markets refuse to forgive Infinity
The company’s second foray with a PI3K inhibitor shows signs of additive activity, but investors punish it all the same.

AACR 2020 – Verastem reveals the logic behind its Kras deal
A combination of Verastem’s small molecules shows promise in Kras-driven ovarian cancer, but shares fall on toxicity concerns.

AACR 2020 preview – no Tigit, but plenty of novel mechanisms
Next week’s virtual meeting could resuscitate Ox40 agonists, but an important omission will disappoint.

Verastem plays the Kras card
For $3m Verastem adds to its pipeline another asset that a bigger company had given up on.

Seeking alpha in PI3K inhibition
Novartis hails the most advanced alpha-directed PI3K inhibitor after success in breast cancer, but it’s not the only one.