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.
Keynote-689 delivers a win in all-comers, but how did PD-L1-negatives do?
The same trial that sent Summit up 272% sees the stock crash 36%.
Data in HER2-mutated NSCLC still look good, and studies in HER2-amplified tumours continue.
But half the responses with the KRAS G12D inhibitor zoldonrasib are unconfirmed.
But the company is awaiting pivotal results with TAR-200 in papillary disease before filing.
But sasanlimab's use looks set to remain narrow.
