PHARMACEUTICALS,BIOTECH ESMO takeaways - limited major data releases but a few tide-changing updates

This year, the major European oncology conference came to us with ESMO taking place in Paris last weekend. While there were no major stock-driving releases for the European pharma/biotech, few tide-changing data were presented. In this wrap-up we highlight 1) the latest updates on the KRAS battle (Roche to follow?); 2) learning from failed SERD studies – the game is not over; 3) AZN is now an ADC company; 4) BNTX – BNT211 could become a new therapeutic option for late-stage testicular cancer; 5) IPH – More granular data from NeoCOAST study; 6) TNG - TG6002 IV formulation reaches the tumour, and 7) OSE - additional analyses of the phase 3 Atalante-1 study.