Big pharma interest remains, but the mood is fast turning gloomy.
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The Rosetta Breast-01 phase 3 trial will only evaluate patients with low PD-L1 expression.
A 14% ORR with IDRX-42 in fourth-line GIST looks better than the 9% previously seen with Qinlock.
After two years Loqtorzi is on the US market at last, and Coherus looks to its Surface acquisition to play the combo game.
But the groups have yet to see any responses with AU-007 and XTX202 respectively.
The upcoming ASH conference will feature rival datasets from inhibitors of Menin, KIT, EZH1/2, BTK, BET, BCR/ABL and more.
Arcellx climbs 19%, but the most significant Car-T presentation at ASH might not even be in oncology.
Meanwhile, Bristol Myers Squibb hands back two mystery projects.