Biotechnology: Key Takes ASCO '26 Abstracts: EIKN, EXEL, IMCR, IRON, JAZZ, ONC

研报英文原文证据摘录

Biotechnology: Key Takes ASCO '26 Abstracts: EIKN, EXEL, IMCR, IRON, JAZZ, ONC

Idea

May 22, 2026 12:51 AM GMT

Morgan Stanley & Co. LLCMBiotechnology | North America Sean Laaman, Ph.D.

Equity Analyst

Key Takes ASCO '26 Abstracts: Sean.Laaman@morganstanley.comKatherine Sun +1 212 761-4947

Research Associate

Katherine.Sun@morganstanley.com +1 212 761-5968

EIKN, EXEL, IMCR, IRON, JAZZ, Michael H Riad, Ph.D.

Michael.Riad@morganstanley.com +1 212 761-1309

ONC Morgan K Gryga

Morgan.Gryga@morganstanley.com +1 212 761-0824

We provide an overview of key presentations for our coverage

Biotechnology

including data from BeOne (zanu, sonro, BGB-43395, BG-C9074, North America

BGB-B2033, tislelizumab), Disc Medicine (DISC-0974), Eikon Industry View Attractive

(EIK1001, EIK1003), Exelixis (cabo, zanza), Immunocore (brene),

and Jazz (zani).

Key Takeaways

See Exhibit 1 for a full list of expected presentations at ASCO 2026 from our

coverage.

BeOne Medicines (OW, $395 PT). Subsequent therapies and time to second

progression-free survival events in treatment-naive chronic lymphocytic leukemia/

small lymphocytic lymphoma previously treated with zanubrutinib or bendamustine-

rituximab in SEQUOIA (Abstract). With a data cutoff of Oct 31, 2025 and a median

follow‑up of 78.7 months, zanu continued to demonstrate a durable and clinically

meaningful PFS benefit vs. BR (HR 0.28; p<0.0001), with 78mo PFS estimates of

70.9% compared with 28.6% for BR. The majority of zanu‑treated patients (88%)

had not required subsequent therapy, and time‑to‑next‑treatment measures

strongly favored zanu (TTNT HR 0.23; TTNT‑D HR 0.37; both p<0.0001),

underscoring sustained disease control in the 1L setting. While a higher proportion

of BR patients received post‑progression therapy (predominantly BTK inhibitors