AstraZeneca Puts $2 Billion Into Summit, Whose Drug Beat AstraZeneca’s Own Imfinzi in Biliary Cancer
AstraZeneca bought access to ivonescimab, not rights, and paid a premium to sit next to the drug that beat Imfinzi.
ADC
Merck’s $4 Billion Daiichi ADC Pact Takes Its Third FDA Setback in Three Years
The $4bn deal’s first return keeps slipping toward 2028, the year Keytruda begins to lose protection.
One Missed, One Published the Arm That Failed, One Disclosed a Verb
Three Phase 3 toplines in one day, and the detail released runs inversely to the strength of the result. One company disclosed no number at all.
Two TROP2 Conjugates Reached the Same Patients Ten Weeks Apart, and Payers Finally Have a Choice to Make
Until this summer every approved ADC held its indication alone. Two TROP2 conjugates now share one first-line population, and payers finally have a comparator.
A B7-H3 Antibody Drug Conjugate Just Won a Second Phase 3, in a Second Tumour
A second positive Phase 3 in a second tumour makes Ris-Rez the only B7-H3 antibody-drug conjugate with late-stage wins across more than one cancer.
ADCs Graduated From Salvage to First Line, Twice in a Week
Enhertu with pertuzumab and Trodelvy with Keytruda both won CHMP opinions for first-line metastatic breast cancer, moving ADCs from last resort to standard.