Melanoma: Key Takeaways from Cantor's 2nd Annual Oncology Symposium

研报英文原文证据摘录

Melanoma: Key Takeaways from Cantor's 2nd Annual Oncology Symposium

Biotechnology

EQUITY RESEARCH Industry Report

May 26, 2026

Melanoma: Key Takeaways from Cantor's 2nd Annual

Research Analysts:

Eric Schmidt Oncology Symposium

212-294-7724

Eric.Schmidt@cantor.com Our Oncology Symposium panel on melanoma was well-timed given Imogen Mansfield

929-545-6495 how much is changing this year. Metastatic uveal melanoma (uM) and

Imogen.Mansfield@cantor.com 2L+ cutaneous melanoma (cM) patients, in particular, have had very

Li Watsek few treatment options, but both settings are on the cusp of meaningful

212-915-1221 innovation. Li.Watsek@cantor.com

Daniel Bronder, PhD

212-610-2433 We were joined by two KOL medical oncologists from New York academic

Daniel.Bronder@cantor.com medical centers (AMCs) to offer their views on where the field is headed.

Our oncologists both administer TILs in their centers and act as clinical

investigators on a number of cell and non-cell therapy candidates.

Metastatic uveal melanoma (mUM): few options besides Kimmtrak, high

excitement for IDYA's darovasertib...

●IMCR's (OW, E. Schmidt) Kimmtrak is the go-to for the ~40% of mUM

patients who are HLA-A*02:01 positive. Our physicians both try to

keep patients on 1L therapy as long as possible, typically treating until

"two scans" clearly demonstrate systemic progression before switching

to other options, typically combo IO.

●Kimmtrak's long-term OS signal is meaningful, recent data add more

weight. KOLs recognize that Kimmtrak has a low response rate (9%)

that doesn't capture its OS benefit, with even more evidence published

last week (link) showing a doubling of OS vs. control at 5yrs, with 16% of

patients alive vs. 8% in the control. This "long tail" of OS is characteristic

of immunotherapies.