Deal analysis part one – the bad
A look at big oncology deals since 2016 suggests that there have been more duds than successes.
Deal analysis part two – the good
A look at big oncology deals since 2016 finds outright success stories hard to come by.
GSK’s Blenrep Dreamm remains alive
Some light is shed on Dreamm-7, but precisely why this trial was successful remains a mystery.
A cancer pipeline cull from AbbVie
Early-stage assets missing from the group’s pipeline include several ADCs, as the acquisition of ImmunoGen looms.
Pfizer shuffles its deck post-Seagen
The group’s B7-H4-targeting bispecific is out, in favour of Seagen’s ADC.
ASCO-GU – Corbus throws its hat into the Nectin-4 ring
The biotech surges on data with its new oncology lead, so could it have a new Padcev on its hands?
J&J deal cements Ambrx’s transformation
Ambrx’s PSMA-targeting ADC generated puzzling data at ESMO, but J&J has seen enough to launch a premium-priced buyout.
