TD Cowen Biotechnology Team Highlights From ASCO Abstracts

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TD Cowen Biotechnology Team Highlights From ASCO Abstracts

TD SECURITIES (USA) LLC QUICK TAKE: CONFERENCE TAKEAWAY

May 22, 2026

■Biotechnology TD Cowen Biotechnology Team Highlights

From ASCO Abstracts

TD Cowen Biotechnology Team THE TD COWEN INSIGHT

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Abstracts for the American Society Of Clinical Oncology (ASCO) annual meeting were posted

biotechteam@tdsecurities.com

online. Below are highlights from abstracts pertinent to companies under coverage including

AKTS, AMGN, BCAX, BCYC, BDTX, BNTX, CRDF, GILD, GMAB, INCY, IRON, KURA, MRNA, NUVL,

OLMA, ONC, REGN, RVMD, SNDX, and ZNTL. Detailed discussions are on the following pages.

AKTS: AKY-2519 Dosimetry Data Support Potential For Improved Safety & Efficacy Vs. Pluvicto

AMGN: Xalu+AA Combo In mCRPC Shows Promising Efficacy Vs Pluvicto In PSMAfore - AEs

Warrant Monitoring

BCAX: Updated Phase Ib Ficera+Pembro Results Support Premise That TGF-β Inhibition

Improves Durability, Deepens Responses

BCYC: Zele Duravelo Updates Confirm Safety Differentiation, But Lags EV On Efficacy

BDTX: Silevertinib Shows Competitive PFS, Dose Selection An Open Question

BNTX: Gotistobart+Pembro In PROC Shows Encouraging OS Vs Historical Chemo: CTLA-4

Safety Remains Key Tradeoff

CRDF: Increasingly Mature PFS Data From Onvansertib's Randomized Ph2 in 1L RAS+ mCRC To

Be Presented

GILD: TUB-040 Shows Deepening Responses In PROC; SURE-01 Signals Potential Bladder Re-

entry For Trodelvy

GMAB: Updated OrigAMI-4 Data Underscores That Rybrevant Is A Strong Competitor To Peto

In 2L+ HNSCC – Eyes On Ph3 Peto Data In H2:26

INCY: Pivotal frontMIND Results For Monjuvi In 1L DLBCL Will Be Late Breaking Oral (LBA7000)

IRON: Incremental Ph. II Update For DISC-0974 In MF Anemia Showcases Broad+Consistent

Clinical Benefit