Highlights from ASCO 2026 Abstracts for Stocks in Our Guggenheim Biotech Coverage

Research evidence excerpt

Highlights from ASCO 2026 Abstracts for Stocks in Our Guggenheim Biotech Coverage

Biotechnology May 22, 2026

Michael Schmidt, Ph.D.

michael.schmidt@guggenheimpartners.com Highlights from ASCO 2026 Abstracts for Stocks in

617 859 4636 Our Guggenheim Biotech Coverage Brad Canino

brad.canino@guggenheimpartners.com

212 823 6558 Key Message: Abstracts for the upcoming 2026 ASCO annual meeting being held May

Paul Jeng, Ph.D. 29 - June 2 in Chicago, IL were released. Below, we highlight takeaways relevant to

paul.jeng@guggenheimpartners.com stocks in our Guggenheim Biotech coverage, among which, key stock moving updates

617 859 4618 were reported for BCAX (ficera EGFRxTGF-B, 1L HNSCC phase 1), BDTX (silevertinib

EGFR inhibitor, see our report here), MRK/Kelun 6990-HK (sac-TMT 1L NSCLC phase Rosy Liao, Ph.D.

rosy.liao@guggenheimpartners.com 3, see our report here), and ONC (GPC3 x 4-1BB bsAb). For CRBP, abstracts for

617 859 4663 CRB-701 (Nectin-4 ADC) are placeholders for full data (2L HNSCC & cervical cancer) to

be disclosed next Tuesday May 26. Key late-breaking presentations (no abstract) include:

Sarah Bi, Ph.D.

sarah.bi@guggenheimpartners.com (1) RVMD's (Best Idea) RASolute 302 data in 2L PDAC, (2) SMMT's (Top Pick) OS data

857 350 0123 from HARMINi-6 in 1L sq. NSCLC, (3) INCY's frontMIND data in 1L DLBCL, and (4)

IDYA's OptimUM-02 in 1L mUM. We are also including an updated Excel-based list of

key presentations.

REMINDER: We are hosting an in-person KOL event during ASCO in Chicago to

discuss key data and presentation takeaways with three KOLs, focusing on GI

cancers (PDAC, CRC), lung cancer, and breast cancer, along with other topics.

Please email us directly or reach out to your Guggenheim sales representative to

register.

Michael Schmidt Coverage