$MGNX B7-H3 ADC in mCRPC had 8/176 fatal TRAE's. Per PR astonishingly still thinking about further development but pending mature PFS in early 25 ir.macrogenics.com/news-releases/…

$BNTX Oncoc4 gotistobart suggests a path forward in ovarian cancer, but tox still seems concerning. Via ApexOnco -> oncologypipeline.com/apexonco/esmo-… #ESMO24

$AZN Niagara standing ovation starts in a few minutes. My earlier take on the data #ESMO24 x.com/JacobPlieth/st…

DISASTER AT #ESMO24

Scorpion looks to match $RLAY in the alpha club. My take on the #ESMO24 STX-478 data, via ApexOnco -> oncologypipeline.com/apexonco/node/…

Here's sth different, an anti-IGSF8 MAb from GV20 Therapeutics. Seems to be the only industry project with this mechanism. Pretty safe, and not especially active. Via Kristopher Wentzel #ESMO24

$ALPMY defends its KRAS G12D degrader, and is dosing higher despite DLTs. I interviewed the company at #ESMO24 oncologypipeline.com/apexonco/esmo-…

$TIL making hay while the sun shines.

Good morning #ESMO24! Catch up with all ApexOnco coverage from the weekend: oncologypipeline.com/apexonco/searc… $PRLD $RLAY $RVMD $MGNX $ITOS $CCCC $NUVL $IMMP $BNTX $TIL $BCYC $INCY $IMTX Any other stocks to watch this morning?

$NUVL one of the first post #ESMO24 secondaries announced ($350m).

Degraders have disappointed at #ESMO24, but wait! Here's $BMY BMS-986365. Via ApexOnco -> oncologypipeline.com/apexonco/esmo-… $ARVN $NVS

Did a cross-trial comparison of Claudin-6-targeting agents at #ESMO24, and Torl's ADC efficacy looks eerily similar to $BNTX's Car-T. $DSNKY's ADC, meanwhile, looks safe, with early signs of efficacy oncologypipeline.com/apexonco/esmo-…