Recent Posts
News•Feb 27, 2026
A Tale of Three Bispecific Cities
Three bispecific antibodies targeting PD‑1 and CTLA‑4—lorigerlimab, volrustomig, and cadonilimab—illustrate divergent engineering strategies. Lorig erlimab relies on a knob‑into‑hole heterodimer, volrustomig adopts a common light chain format, and cadonilimab incorporates Fc‑silencing mutations. Their distinct designs have produced markedly different safety outcomes in early‑stage trials, highlighting how molecular architecture drives toxicity and dosing. The analysis extracts development lessons for future bispecific programs.
By Biotech Strategy Blog
News•Feb 25, 2026
Emerging Key Trends in Hematologic Malignancies
The article argues that the next wave of hematologic‑malignancy therapies will be shaped by early‑stage signals emerging from conference hallways rather than headline‑grabbing late‑phase trial data. It identifies five nascent trends—advanced immunotherapies, precision genomics, micro‑environment targeting, novel biomarker platforms, and...
By Biotech Strategy Blog
News•Feb 23, 2026
How to Achieve Superior BCMA Response Rates without the Liability of Delayed MNTs
Recent analyses of BCMA CAR‑T therapies reveal that superior response rates can be achieved without the historically accepted trade‑off of delayed movement and neurocognitive toxicities (MNTs). Emerging data pinpoint specific construct features—particularly signaling domains and hinge designs—as the primary drivers...
By Biotech Strategy Blog
News•Feb 17, 2026
The Payload Paradox: Why the Obsession with Potency May Be Holding the ADC Field Back
A European biotech is challenging the ADC status quo by prioritising novel targets and payloads over sheer potency. In an interview, the company’s CSO argues that the industry’s obsession with ultra‑potent cytotoxins like MMAE and DM1 is stalling progress, creating...
By Biotech Strategy Blog
News•Feb 10, 2026
After T-DXd: Target, Payload, or Something Else?
The article examines the split debate over trastuzumab deruxtecan (T‑DXd) resistance, questioning whether the drug’s payload has failed or the tumor has lost HER2 engagement. Both mechanisms are supported by data, and the true challenge lies in identifying which drives...
By Biotech Strategy Blog
News•Feb 4, 2026
Discombobulation on the KRAS Front
The KRAS field, once thought to be entering an execution phase after early successes, now faces unexpected data patterns across programs. Responses to KRAS inhibitors are behaving oddly, with transient dependencies and adaptive tumor rewiring emerging under therapeutic pressure. These...
By Biotech Strategy Blog
News•Jan 28, 2026
There Are No Silver Bullets in China
Oncology innovation in China is shifting from fast‑follow biosimilars to globally competitive, next‑generation modalities, as revealed at the recent JP Morgan Healthcare conference. The momentum is driven primarily by emerging biotech firms in East Asia rather than the region’s traditional Big‑3...
By Biotech Strategy Blog
News•Jan 22, 2026
The Wild Card in the G12D Space
The KRAS G12D inhibitor market is heating up as Jiangsu Hengrui, Revolution Medicines and Genfleet announce early‑stage programs, joining Astellas, which first entered the clinic with a KRAS G12D degrader. A new Chinese biotech has released preliminary clinical data, claiming...
By Biotech Strategy Blog
News•Jan 20, 2026
A Trade-Off Coming Back to Haunt Bispecific Antibody Development
Bispecific antibody programs are increasingly confronting early platform decisions that were once deemed interchangeable. Choices made to simplify development or streamline regulatory pathways have embedded mechanistic assumptions that now limit efficacy ceilings and differentiation. As multiple immuno‑oncology bispecifics converge on...
By Biotech Strategy Blog
News•Jan 16, 2026
Is AstraZeneca’s Surovatamig Underappreciated?
AstraZeneca’s head of Oncology Commercial labeled its early‑stage candidate surovatamig ‘underappreciated’ during the J.P. Morgan Healthcare conference, prompting analysts to reassess the drug’s market potential. The comment followed the presentation of phase 1 data at the American Society of Hematology meeting, where...
By Biotech Strategy Blog
News•Jan 13, 2026
When the Boat Matters More than You Think
Two biotech firms announced phase‑3 oncology trials in San Francisco, enrolling fewer than 20 and fewer than 50 patients respectively. The ultra‑small cohorts reflect a growing trend to accelerate drug development for rare cancers, leveraging expedited regulatory pathways. While the approach...
By Biotech Strategy Blog
News•Jan 9, 2026
A Bear’s Eye View of the Zanidatamab Data in Gastric Cancer
Jazz Pharmaceuticals presented zanidatamab data from the HERIZON‑GEA‑01 phase 3 trial at the ASCO GI Symposium, targeting HER2‑positive gastric cancer. The company touted the results as practice‑changing, prompting sell‑side analysts to echo the optimism. However, the stock fell 4‑5% as investors...
By Biotech Strategy Blog