ESMO 2024 – Keytruda/Lenvima leap... up to a point
Leap-012 delivers a technical win, but filing might hinge on overall survival and a call on toxicity.
ESMO 2024 – NiKang’s case for a better Welireg
The company’s HIF-2α inhibitor impresses on efficacy, but its long half life raises eyebrows.
ESMO 2024 – MediLink impresses in small-cell lung cancer
The group’s B7-H3 ADC looks competitive versus rival projects from Merck/Daiichi and GSK/Hansoh.
Accelerated path closes for Moderna/Merck’s immunotherapy
Moderna has also canned projects targeting KRAS and Ox40L/IL-23/IL-36γ.
ESMO 2024 preview – Summit could take on Merck in breast cancer
Early data suggest that PD-(L)1 x VEGF bispecifics might challenge Keytruda in triple-negative disease.
World Lung 2024 – picking apart the Harmoni-2 win
Akeso’s data look impressive, but perhaps not impressive enough to sustain Summit’s valuation.
World Lung 2024 – backing for ifinatamab’s pivotal move
The mid-stage Ideate-Lung01 study bears out ifinatamab-dxd’s efficacy in small-cell lung cancer.
Why Astra won’t find bladder cancer domination easy
After Niagara the company faces three pivotal catalysts; none is a slam-dunk.
