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X @ZKsync (∎, ∆)
ZKsync (∎, ∆)· 2025-07-17 22:23
Abstract doin' numbasAbstract (@AbstractChain):Last week by the numbers.Abstract Summer is here, don’t miss out. https://t.co/8z1CtXvQTN ...
X @Andy
Andy· 2025-07-06 17:56
Appchain Thesis - Appchain 理论正在全面展开 [1] - 所有 L2 需要的可组合性和应用抽象将增长 10 倍 [1]
X @Investopedia
Investopedia· 2025-07-06 07:00
The term weightless economy refers to the trade of products and services that are abstract or intangible, such as professional services. https://t.co/qC1WXamuQI ...
X @The Block
The Block· 2025-07-01 13:43
YZi Labs-backed perps DEX Vooi launches V2 mainnet, enabling cross-chain transactions via chain abstraction https://t.co/r0bBJAjekS ...
对我们覆盖范围的美国临床肿瘤学会(ASCO)摘要的初步解读
Morgan Stanley· 2025-05-23 10:50
Investment Rating - The biotechnology industry in North America is rated as Attractive [4]. Core Insights - Initial Phase I/II data for Genmab's Rinatabart sesutecan (Rina-S) in advanced endometrial cancer shows an unconfirmed overall response rate (ORR) of 50% for the 100 mg/m² dosing cohort and approximately 45% for the 120 mg/m² cohort, indicating competitive efficacy [3][6]. - Legend Biotech's Carvykti demonstrates promising outcomes in high-risk multiple myeloma (MM) with a median progression-free survival (mPFS) of 13 months compared to 4 months for standard of care [12]. - The pipeline updates for DLL3 and Claudin 18.2 programs from Legend Biotech show early efficacy signals, warranting further observation [6]. Summary by Relevant Sections Genmab (GMAB) - The report highlights initial data from the GTC1184-01 study, focusing on Rina-S for advanced endometrial cancer, with a median follow-up of approximately 19 weeks [3]. - The safety profile indicates that over 15% of patients required dose reductions, with one Grade 5 event noted [3][7]. - The efficacy signal is considered strong when compared to Merck's TROP2 ADC, which had an ORR of about 34% [3][7]. Legend Biotech (LEGN) - The CART-4 subgroup analysis shows promising outcomes in high-risk MM, with 5-year CART-1 data indicating a functional cure in about one-third of patients [6]. - The ongoing Phase I study of LB2102 in relapsed or refractory small cell lung cancer (SCLC) shows strong tolerability and initial signs of dose-dependent efficacy [10]. - Preliminary results from LB1908 in advanced gastroesophageal adenocarcinoma indicate tumor reductions of 1% to 41% in treated patients [11]. Overall Industry Insights - The report anticipates limited stock impact for both Genmab and Legend Biotech from the ASCO abstracts, with further details expected from full presentations [6]. - The biotechnology sector is viewed positively, with expectations for continued advancements and potential market opportunities [4].