The group’s on/off KRAS G12C inhibitor looks good, though patient numbers are small.
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But Tevimbra’s role looks shaky as adverse events loom.
Inclacumab fails, and osivelotor is on hold.
J&J, Astra, Pfizer and others move yet more ADCs into human studies.
Shortly after ponsegromab, visugromab is to start phase 2/3.
Meanwhile, ASK Pharm challenges Hutchmed in cMet.
Progress with three bispecific molecules is rewarded with a $120m equity raise.
Keynote-D18 might have failed on a technicality, but now cash is running out.
