Biotech Strategy Blog

Biotech Strategy Blog

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Oncology-focused biotech blog with in-depth analysis of clinical data and drug development strategies, run by an industry consultant

AACR26 Innovative Early Stage Developments to Watch Out For
NewsApr 21, 2026

AACR26 Innovative Early Stage Developments to Watch Out For

At the AACR annual meeting in San Diego, four cutting‑edge oncology programs were showcased in a single session. Each candidate is at or just beyond the threshold for first‑in‑human trials, spanning bispecific antibodies, RNA‑based therapeutics, CRISPR‑edited cell therapies, and novel...

By Biotech Strategy Blog
Flags in the Ground: SGO26 and the Danger of Competitive Urgency
NewsApr 14, 2026

Flags in the Ground: SGO26 and the Danger of Competitive Urgency

The Society of Gynecologic Oncology’s 2024 meeting in San Juan showcased a wave of early‑stage data on ovarian and endometrial cancers. While press releases painted an optimistic picture, a deeper dive reveals modest response rates and limited patient cohorts. The...

By Biotech Strategy Blog
Bispecific ADCs and the Conditions Nobody Is Talking About
NewsApr 9, 2026

Bispecific ADCs and the Conditions Nobody Is Talking About

Sidewinder Therapeutics announced a $137 million Series B round to push precision bispecific antibody‑drug conjugates (BspADCs) into clinical trials. The funding follows a prior preview of the emerging bispecific ADC niche at AACR, highlighting a surge of early‑stage programs. While the concept...

By Biotech Strategy Blog
AACR26 Off the Beaten Track
NewsApr 7, 2026

AACR26 Off the Beaten Track

The article likens the AACR26 conference to the hidden trail leading to Old Harry rocks, emphasizing that the most valuable sessions are often tucked away from the main program. While headline talks dominate the schedule, lesser‑known sessions feature cutting‑edge data...

By Biotech Strategy Blog
What Didn’t Exist Three Years Ago
NewsApr 1, 2026

What Didn’t Exist Three Years Ago

The American Association for Cancer Research (AACR) annual meeting highlighted the latest direction of early‑stage drug development. This year’s sessions featured two prostate‑cancer candidates using mechanisms that were not in the clinic just eighteen months ago. The preview spotlights a...

By Biotech Strategy Blog
What if Deleting the Oncogenic Protein Is the Wrong Move?
NewsMar 30, 2026

What if Deleting the Oncogenic Protein Is the Wrong Move?

The article questions the prevailing belief that fully degrading oncogenic proteins outperforms merely inhibiting them. While inhibition has become a cornerstone of targeted cancer therapy, the piece argues that outright removal can trigger unforeseen biological responses. It highlights that protein...

By Biotech Strategy Blog
Renal Cell Carcinoma Strategic Intelligence Report
NewsMar 13, 2026

Renal Cell Carcinoma Strategic Intelligence Report

The latest ASCO GU strategic intelligence report spotlights renal cell carcinoma (RCC) as a field entering a transformative phase. Analysts highlight emerging biomarkers, novel HIF‑2α inhibitors, and evolving immunotherapy combinations as potential high‑impact developments. While these advances promise to reshape...

By Biotech Strategy Blog
Seven Ways to Skin KRAS: Emerging Approaches to Watch Out For
NewsMar 11, 2026

Seven Ways to Skin KRAS: Emerging Approaches to Watch Out For

The article surveys seven early‑stage programmes tackling KRAS, each proposing a distinct therapeutic angle. While many firms still chase the classic model of deeper, longer, or more selective pathway blockade, these initiatives span elegant biochemical tricks to counterintuitive concepts that...

By Biotech Strategy Blog
Strategic Intelligence Report on Bladder Cancer
NewsMar 5, 2026

Strategic Intelligence Report on Bladder Cancer

At the recent ASCO‑GU meeting, industry leaders highlighted that the greatest threat to emerging bladder‑cancer programs is strategic, not clinical. Phase‑2 candidates are poised to enter Phase‑3 trials, but shifting control arms, evolving endpoints, and changing patient demographics risk rendering...

By Biotech Strategy Blog
GU26 Prostate Cancer Strategic Intelligence Report
NewsMar 3, 2026

GU26 Prostate Cancer Strategic Intelligence Report

Following strong interest in the ASH25 hematologic malignancy intelligence report, Biotech Strategy Blog released a new strategic intelligence series covering the ASCO GU meeting data on prostate, bladder, and renal cell cancers. The first installment focuses on advanced prostate cancer,...

By Biotech Strategy Blog
A Tale of Three Bispecific Cities
NewsFeb 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...

By Biotech Strategy Blog
Emerging Key Trends in Hematologic Malignancies
NewsFeb 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
How to Achieve Superior BCMA Response Rates without the Liability of Delayed MNTs
NewsFeb 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
The Payload Paradox: Why the Obsession with Potency May Be Holding the ADC Field Back
NewsFeb 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
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