Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
Morgan Stanley favors the gastrointestinal tolerability of gastric cancer drug IBI343, while considering that CMG901 may benefit patients with lower target expression and expand its market; data in other cancers also present trade-offs between efficacy and safety.
Morgan Stanley ·
Bernstein believes Imdelltra’s first-line maintenance data could significantly expand its commercial opportunity; INT strengthens the outlook for postoperative adjuvant treatment, while new lung cancer combinations raise the competitive bar. But the commercial value of efficacy improvements must also be assessed against toxicity, treatment duration and the patient population.
Bernstein ·
Nomura reviewed the ESMO 2026 clinical results: Innovent’s IBI343, Akeso’s ivonescimab and Kelun-Biotech’s sac-TMT improved overall survival in specific indications; the benefits in some other trials were mainly reflected in delayed disease progression, and the maturity of overall survival data is key to understanding the results.
Nomura ·
高盛梳理ESMO 2026会前摘要：中国ADC管线继续扩展，部分早期疗效接近领先产品；竞争位置将取决于患者筛选、适应症选择及更长期生存数据，sac-TMT三期结果是会议重点。
Goldman Sachs ·
