Matt Phipps

Stories

Genmab's head and neck cancer drug cuts death risk in half in key trial

Tracking Genmab's late-stage pipeline

Genmab's experimental head and neck cancer drug, petosemtamab, cut the risk of death in half when added to Merck's Keytruda in a late-stage trial. Shares hit a record on October 28, the company's third late-stage win in quick succession. Analysts at William Blair called the data 'exceedingly positive.'

Updated Nov 1

Bristol Myers lung drug succeeds at low dose, misses at high dose

New Capabilities

More positive on the results

Bristol Myers Squibb's experimental lung disease drug admilparant met its main goal in a Phase 3 trial, but only at the lower of two tested doses. The 60 milligram dose slowed lung function decline in patients with idiopathic pulmonary fibrosis, while the 120 milligram dose fell short of statistical significance.

Updated Oct 29

Amgen's dazodalibep clears phase 3 Sjögren's trial

New Capabilities

As of September 2026: Covering Amgen's Sjögren's program

Sjögren's disease has no approved treatment in the US. Amgen just moved a step closer to ending that.

Updated Sep 22

Notable Quotes

While there will be some lingering questions on dose response and the magnitude of benefit for admilparant, the success of the lower dose is likely to open a blockbuster opportunity.

from Bristol Myers lung drug succeeds at low dose, misses at high dose · Updated Oct 29

The positive readout also potentially adds support for Amgen's novel patient segmentation strategy into separate systemic disease and symptomatic disease buckets.

from Amgen's dazodalibep clears phase 3 Sjögren's trial · Updated Sep 22

The trial results were encouraging given the drug's high risk and development challenges in Sjögren's disease.

from Amgen's dazodalibep clears phase 3 Sjögren's trial · Updated Sep 22