Episode Details

Part 2 of The Pharma Closeout's ASCO 2026 special covers the closing days, Monday

June 1 and Tuesday June 2 — net-new readouts plus resolution of Part 1's June 1-2 watch-list. HEADLINE: izalontamab brengitecan (iza-bren), an EGFR-directed bispecific

ADC, hits dual PFS+OS endpoints in pretreated TNBC (OS HR 0.60, PFS HR 0.29, ORR 52% vs 21%) and again in 2L esophageal squamous cancer (OS HR 0.64).

BREAST: persevERA misses (giredestrant+palbociclib, HR 0.89, p=0.16); SERENA-6 final PFS2 (camizestrant, HR 0.63); I-SPY 2.2. GI: HERIZON-GEA-01 (zanidatamab+tislelizumab >2-yr OS, HR 0.72); EMERALD-3 (STRIDE+lenvatinib+TACE liver, PFS HR 0.70); ivonescimab 1L MSS CRC (ORR 71%);

FIGHT-302; ATTRACTION-6 miss. GU/GYNE/OCULAR: OptimUM-02 (darovasertib+crizotinib, first Phase 3 win in HLA-A*02:01-neg uveal melanoma, PFS HR

0.42 — covered neutrally, Servier co-developer); RUBY (dostarlimab dMMR endometrial cure modeling, 4-yr OS HR 0.34); NRG-GY018 (HR 0.56); Bluestar (B7-H4 ADC);

MIROVA miss. HEME: SENTRY (selinexor+rux MF, SVR35 49.8% vs 28%, OS HR 0.43, symptom co-primary missed); eganelisib; CLOVER-WaM. LUNG: ALCHEMIST adjuvant

nivolumab negative (HR 0.97); MARIPOSA non-event (mature OS was a 2025 readout). MELANOMA: KEYNOTE-942 5-yr (intismeran autogene, 49% RFS reduction). H&N:

FID-007. Themes: bispecifics/ADCs come of age, China-origin assets, and a wave of instructive negatives. Stock moves described qualitatively only.