Webinar Invite: Friday with Field: ASCO & ADA Takeaways – from Chicago to New Orleans, what did we learn? | Friday, 12 June 2026

Research evidence excerpt

Webinar Invite: Friday with Field: ASCO & ADA Takeaways – from Chicago to New Orleans, what did we learn? | Friday, 12 June 2026

Discuss the Research

We will discuss how strong conference data at ASCO has shifted investor debate toward

real-world use, positioning, and durability, alongside a changing framework in obesity We

will also discuss the leaders and laggards coming out of the conferences, including MRK

and LLY as key beneficiaries, whereas updates for PFE and GILD have been more balanced.

The presence of ABBV & AMGN was more limited at each conference with BMY noting

compelling earlier data at ASCO.

•• sac-TMT shines…: ADCs gaining traction as a potential frontline backbone in NSCLC,

with broad applicability across patient populations.

•• …while HARMONi-6 falls a bit flat: Bispecific momentum remains strong but

tempered by questions around patient selection, global read‑through, and durability.

•• Triple G delivers at ADA…: Obesity efficacy ceiling reset with retatrutide, shifting focus

to persistence, dosing, and real‑world use.

•• …but we could be sleeping on eloralintide: Amylin emerging as a key theme at ADA

with preferable GI toxicity a point of differentiation.

•• …and food for thought: We will also discuss broader themes of interest from investor

meetings and our multiple KOL events at each (China vs. Biotech, GLP-1 reimbursement,

etc.).

Meet the Analysts

Emily Field, CFA is a Director and Head of U.S.

Biopharmaceuticals equity research at Barclays. Joining

the bank’s London office in 2017, she previously served as

Head of the European Pharmaceuticals team, earning a #4

individual ranking in European Pharmaceuticals &

Biotechnology in the 2025 Extel survey. With more than

two decades experience across both buy-side and sell-side