US Biotechnology: ESMO 2026 Planner

We will be live in Madrid, Spain attending ESMO (10/23-10/27) and highlight key presentations relating to our coverage. Areas of focus include: (1) the DLL3 treatment landscape, spanning ZLAB's zoci (+atezo +/- chemo) in 1L SCLC, IDYA's IDE849 in SCLC/NEC, and AMGN's Imdelltra in 1L SCLC maintenance; (2) Ph3 data on SMMT's ivonescimab in BTC; (3) Ph1 data on AVBP's CDH17 ADC, where we see >25-30%+ ORR as differentiating versus Multitude; (4) initial proof-of-concept data for ONC's PRMT5i and CEA ADC, plus dose optimization/escalation data on the GPC3x4-1BB bispecific in HCC; and (5) readthrough from Ph3 LITESPARK-012/LITESPARK-011 data to RCUS's casdatifan in 1L/2L RCC.