Stock Watch: Getting Real About Antibody-Drug Conjugates’ Potential
AstraZeneca’s Enhertu Re-Energized The Space But There Are Limits
Antibody-drug conjugates have come a long way in two decades but pricing, defined target expression levels, toxicity and possibly the competition may defuse recent fireworks.
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DESTINY Calls For Daiichi Sankyo/AZ’s Enhertu In Other Indications
Daiichi Sankyo and AstraZeneca’s ambitions to expand the use of their HER-2 targeted antibody-drug conjugate product beyond breast cancer are looking realizable on the back of new results presented at ASCO, but toxicities remain an issue.
Stock Watch: Funding Biotech In A Hostile Environment
When the traditional fundraising window closes and clinical, regulatory or commercial success eludes, other routes to raise cash emerge. But these have also become more scarce recently, leaving all-stock consolidations.
Stock Watch: Regeneron’s Constellation of Ophthalmic Competition
The accepted commercial dynamics of a competitive indication in older patients can be disrupted by new entrants with improved profiles, lower priced biosimilar competition and (soon) Medicare price negotiations.