Cantor ESMO'26 Planner

Research evidence excerpt

Cantor ESMO'26 Planner

Biotechnology

EQUITY RESEARCH Industry Report

July 19, 2026

Research Analysts:

Li Watsek ESMO regular titles were posted on Friday (7/17). Cantor's biopharma 212-915-1221

Li.Watsek@cantor.com team compiled a planner featuring the most relevant sessions from within

Eric Schmidt and outside our coverage.

212-294-7724

Eric.Schmidt@cantor.com *Open this note for the planner — incl. Cantor Insights — on pp. 3-5 or email

Prakhar Agrawal for the Excel!

212-610-3614

Prakhar.Agrawal@cantor.com Titles of late-breaking abstracts (LBAs) will be released by 9/25 at which

Kristen Kluska point we will update our planner.

212-915-1927

Kristen.Kluska@cantor.com ●Mentioned tickers: ABBV, Akeso (HKG: 9926), BCAX, CATX, CELC, CMPX,

Steve Seedhouse

212-915-1240 EIKN, FTH, GMAB, IDYA, IMTX, INCY, JNJ, MRK, ORIC, RCUS, RIGL, SMMT,

Steve.Seedhouse@cantor.com TNGX, XNCR, ZLAB.

Daniel Bronder, PhD

212-610-2433

Daniel.Bronder@cantor.com Here are the stock-moving datasets that we are watching:

Alexa Deemer Conzola, MD *Reach out to our team to discuss data expectations!

212-610-2242

Alexa.Deemer@cantor.com ●BCAX (Eric) readthrough from JNJ - Investor interest in head&neck

Imogen Mansfield cancer is on the rise as Phase 3 readouts from BCAX and GMAB draw 929-545-6495

Imogen.Mansfield@cantor.com closer (both expected in 2027). JNJ is a third major player in the 1L R/

M space, and we expect this Phase 1/2 update to provide insight into

the competitiveness of the ongoing Phase 3 study (OrigAMI-5), which

is evaluating the same regimen. Notably, JNJ's approach incorporates

chemotherapy, unlike the regimens developed by BCAX and GMAB,

and therefore could be relevant to a minority of the 1L market that is

CPS <1.

●IDYA (Li & Eric) - Updated DLL3 ADC, IDE849, data from ~100 patients