The group highlights safety and manufacturability, as well as efficacy, but investors apparently have doubts.

Yet another ADC deal sees AbbVie buy ImmunoGen, ending a 40-year rollercoaster ride with a 100% overnight premium.

But the FDA’s investigation looks like worse news for autoimmune disease than oncology.

The latest first-in-human entrants include an anti-TROP2 ADC from Jiangsu Hansoh and a mystery bispecific from Johnson & Johnson.

The new deal comes as Carvykti manufacturing problems continue and 2seventy dials down Abecma expectations.

Akeso’s cadonilimab hits in its first-line study, but there’s no US data and no US partner.

A domvanalimab triplet shows some promise in high PD-L1-expressing gastric cancer patients, but caveats abound.

But today’s deal with Jiangsu Hengrui doesn’t mean that the group is turning away from an earlier tie-up with Nerviano.

However, lack of meaningful efficacy in Tropion-Lung01 suggests that datopotamab deruxtecan might be restricted to a histology-defined NSCLC subgroup.