This report summarizes key data points from ASCO 2026 oncology abstracts, focusing on significant readouts for Immunome, Summit, Gilead, and Moderna. Key themes include the validation of bispecific antibodies and the emergence of next-generation ADCs in ovarian and lung cancers.
Key Takeaways
- 1.Immunome's varegacestat demonstrated statistically significant 1-year (94.2%) and 2-year (88.9%) progression-free survival in desmoid tumors, supporting a best-in-class position.
- 2.Summit Therapeutics/Akeso's ivonescimab Ph3 overall survival data in 1L squamous NSCLC will be a plenary session focus at ASCO, following validating data from competitors BNTX and PFE.
- 3.Gilead's TUB-040 ADC showed a confirmed ORR of 60.9% in platinum-resistant ovarian cancer with a manageable safety profile.
Table of Contents
- Company highlights
- Summit Therapeutics (SMMT, Buy)
- Ideaya Biosciences (IDYA, Neutral)
- Immunome (IMNM, Buy, Salveen Richter)
- Gilead (GILD, Neutral)
- Moderna (MRNA, Neutral)
- Syndax Pharmaceuticals (SNDX, Buy)
- Regeneron Pharmaceuticals (REGN, Buy)
- Valuation and Risks
- Disclosure Appendix
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Authors
Salveen RichterCorinne Johnson
Securities
SMMTIDYAIMNMGILDMRNA
Themes
ASCO Conference PreviewsPD-1/VEGF Bispecific ValidationAntibody Drug Conjugates (ADC) Progress
Regions
North AmericaAsia PacificGlobalUnited StatesChina