Deal analysis part two – the good
A look at big oncology deals since 2016 finds outright success stories hard to come by.
GSK’s Blenrep Dreamm remains alive
Some light is shed on Dreamm-7, but precisely why this trial was successful remains a mystery.
Pfizer shuffles its deck post-Seagen
The group’s B7-H4-targeting bispecific is out, in favour of Seagen’s ADC.
Carvykti joins Abecma in adcom limbo
Both BCMA-targeting Car-T therapies will face US advisory committee scrutiny after all.
New phase 1 projects enter hot fields
Analysis of industry assets newly into human trials reveals three Car-T therapies and some familiar targets.
ASH 2023 – Arcellx still hopes to challenge Carvykti
The group highlights safety and manufacturability, as well as efficacy, but investors apparently have doubts.
Investors brush off Car-T scare
But the FDA’s investigation looks like worse news for autoimmune disease than oncology.
