Epoch 21: SPECIAL EDITION - ASCO 2024

American Society of Clinical Oncology

Hello Avatar! We hope you are enjoying your holiday weekened! For those of you looking for something to read, or preparing for the American Society of Clinical Oncology Conference we have put together a BONUS ASCO preview newsletter for your reading pleasure.

We are now publishing 4-5x per week according to the following cadence:

• Mondays: BioBucks: Stock Analysis & Biotech Catalysts

• Wednesdays: CRISPR Corner: Monthly gene editing news

• Thursdays: Insiders Track: Public & Private Biotech Markets

• Fridays: Sweat Equity: Your Weekly Biotech Fix

• Sundays: Building Biotech: Strategic Topics

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ASCO 2024 UPDATES

There is some logic to our layout today to highlight. For each company, we briefly summarize what has been publicly disclosed. If you are interested in going into more detail the source article is linked to in the title. For those of you who may wish to skip around, the table of contents is as follows:

1. Pharma

   1. Merck, AbbVie, J&J, Pfizer, AZ,BMS, Lilly, Bayer, Daiichi, Takeda, Eisai

2. Biotech

   1. Conditional Activation

      1. Xilio (IL-2), Werewolf (IL-2), Aulos (IL-2), BioAtla (CTLA4 CAB)

   2. Small Mol I-O

      1. Nimbus (HPK1)

   3. Cell Therapy

      1. Century (CAR-NK), Carisma (CAR-M), Legend (CAR-T), Iovance (TIL), Tscan (TCR-T), Obsidian (TIL), In8Bio (Gamma-Delta)

   4. Degraders

      1. Arvinas (AR degrader), Kymera (MDM2 degrader)

   5. ADCs

      1. Bicycle (Nectin-4 / MMAE), Fibrogen (anti-CD46/MMAE)

   6. Stromal Barriers

      1. Incendia (DDR1)

   7. I-O Checkpoints

      1. Alligator (CD40), Innate (anti-KIR3DL2), Tizona (HLA-G), Compass (CD137)

   8. Targeted Oncology

      1. Affimed (EGFR), Merus(EGFR), eFFECTOR (eIF4A), Puma (aurora A TKR), Cullinan(anti-MICA/B), Zentalis (azenosertib WEE-1), Blueprint(CDK2), IDEAYA (pan-PKCi), SpringWorks (MEKi)

   9. Cancer Vaccines

      1. Replimune (engineered herpes simplex virus), Moderna (neoantigens)

   10. BiSpecifics

       1. Regeneron (EGFRxCD28), BioNTech (Anti-PD-L1/VEGF), I-mab (PD-L1x4-1BB), GenMab (CD20xCD3)