ADCs @ ASCO: concerns over Dato-DXd in 1L Lung; GILD 2L OS as bad as AZN; SKB high ORR in unusual trial

Following ASCO 24, we update our detailed analysis of the current phase late-stage ADC data from AZN/Daiichi’s TROPION Gilead’s EVOKE and MRK/SKB’s program in Lung Cancer and still find steep obstacles that may be too high to surmount...