biotech weekly
Ivonescimab posted a 34% survival benefit at ASCO — the FDA decides in November
ASCO week closed with one result that changed the conversation about lung cancer. Ivonescimab cut the risk of death by 34% in squamous NSCLC. The data landed in a Plenary Session. It was published simultaneously in The Lancet. It was the first time in the 61-year history of ASCO that a China-originated drug has been…
Biotech Weekly: Lung Cancer Data, Emerging Stock Drug Launch, Stroke Trial
Three biotech stories this week that most people missed. A clinical-stage oncology company posted Phase 2 lung cancer data that sent its stock up 16% and earned an ASCO podium. A under-the-radar stock with a real FDA-approved product secured national pharmacy coverage and launched a real-world evidence study. And a micro-cap developing a stroke drug…
Enhertu Double Approval, Regeneron Miss: What It Means for Smaller Biotechs
Two FDA decisions landed on the same Monday and pulled the sector in opposite directions. AstraZeneca and Daiichi Sankyo’s Enhertu picked up two new approvals in early breast cancer. Regeneron dropped 12% after its melanoma trial missed statistical significance against Keytruda. One validated a platform that smaller biotechs are actively building on. The other confirmed…
Biotech & Health Weekly: The Week a New Drug Class Got Approved
Thirteen years of research. One FDA approval. Arvinas crossed the finish line on May 1 with the first PROTAC therapy ever cleared by a regulator. The same day, Eli Lilly reported the most dominant quarter in GLP-1 history. A week later, Novo Nordisk answered with its own numbers. The biotech M&A machine kept running in…
