US Biopharmaceuticals: ASCO 2026: Our solid tumor conference planner and expectation guide

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US Biopharmaceuticals: ASCO 2026: Our solid tumor conference planner and expectation guide

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US Biopharmaceuticals

ASCO 2026: Our solid tumor conference

planner and expectation guide

Industry Overview

ASCO: incremental updates to inform, not reset, outlook 20 May 2026

Ahead of the ASCO abstract release (May 21, 5pm ET) and meeting (May 29–June 2; Equity

Chicago), we spoke with our KOLs to anchor expectations relative to current clinical and United States

commercial benchmarks across our names with solid tumor presentations (Kura, Syndax, Biopharmaceuticals

Eikon and Arcus). Based on titles and company disclosures, our experts agreed this year’s Jason Zemansky

meeting is likely to be largely incremental, with efficacy updates primarily preliminary. Research Analyst

As a result, focus should shift toward safety/ tolerability, trial design, and competitive BofAS+1 646 855 4280

positioning, with updates more likely to inform, rather than reset, the narrative. Even so, jason.zemansky@bofa.com

these signals should still help shape the investment case and ongoing debate ahead of Jacqueline Plesset

Research Analyst

more definitive readouts. Our planner is provided on page 3. BofAS

+1 646 855 0014

KURA: Liver tox to define darlifarnib opportunity jacqueline.plesset@bofa.com

While Kura’s darlifarnib (darli) revealed encouraging signals when combined with broad-

based TKIs (see our ESMO takes), ASCO will be the first opportunity to evaluate the Abbreviations:

potential of a darli + KRASi combo in KRAS G12C tumors (NSCLC, CRC, and PDAC; 1L/2L/3L: first line, second line, third line

3078)—offering a key test of Kura’s thesis its FTI can broadly enhance targeted therapy AE: adverse events

efficacy (see our FTI teach in takes).