Precemtabart tocentecan could soon become the industry's most advanced anti-CEACAM5 ADC.
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The company pays $2.5bn for Day One and its approved drug Ojemda.
Full data from Edge-Gastric are presented at ESMO.
The first TUB-040 data come just after Tubulis raised €308m.
The battle intensifies as LY4170156 matches torvuta-S with activity in FRα <25% expresers.
Both are heralded as a new first-line standard of care, but Datroway seems to have the edge.
But the ESMO discussant recommends against widespread use in hormone-sensitive disease.
But it will be up to regulators to decide if giredestrant has done enough for an all-comers label.
