Gilead opting against IDE397 is still good news for Ideaya.
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Progression-free and overall survival data from Companion-002 are due this quarter.
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.
The private group taps DualityBio for an EGFR x HER3 ADC.
Galapagos distances itself from Gilead, and offers a pure-play oncology cell therapy focus.
Two masked bispecific antibodies, licensed for $100m, produce promising early data.
Clinical expansion shows regulators getting comfortable with in vivo-generated cell therapy.
