The latest B7-H4 ADC shows activity only in biomarker-positive patients.

But the timeline for a US green light is less clear, and the group has a cash crisis.

First-in-human trial initiations include Biocytogen's DM002 and Day One's DAY301.

An anti-integrin β6 ADC and a CDK4 inhibitor shoot for bigger markets.

Galapagos distances itself from Gilead, and offers a pure-play oncology cell therapy focus.

Clinical expansion shows regulators getting comfortable with in vivo-generated cell therapy.