ESMO 2024 – changing FDA stance could haunt Astra’s Niagara win
Niagara looks sound, but how much benefit did Imfinzi contribute to each of its two settings?
Why Astra won’t find bladder cancer domination easy
After Niagara the company faces three pivotal catalysts; none is a slam-dunk.
Ideaya socks it to GSK
Two years after being snubbed by GSK, Ideaya shows the promise of MAT2A inhibition.
J&J speeds into new bladder cancer trial
The company takes another project from Taris into phase 3 as it chases a $5bn market.
ASCO-GU – Opdivo's approval might have scuppered Keynote-123
The Bristol drug's availability for adjuvant bladder cancer threw Keynote-123 out of kilter.
CG gets money before data
CG Oncology and Arrivent pull off US flotations, and both offer speculative investment cases.
