{"id":1850,"date":"2026-10-29T11:30:41","date_gmt":"2026-10-29T10:30:41","guid":{"rendered":"https:\/\/5mn.ch\/?post_type=sector&#038;p=1850"},"modified":"2026-10-29T11:30:42","modified_gmt":"2026-10-29T10:30:42","slug":"esmo-2026-2026-10-29","status":"publish","type":"sector","link":"https:\/\/5mn.ch\/de\/insights\/research\/sector\/esmo-2026-2026-10-29\/","title":{"rendered":"ESMO 2026: big pharma and China raised the bar for European oncology biotech \u2014 29 October 2026"},"content":{"rendered":"\n<!--\nSECTOR ARTICLE \u2014 5mn Research\nTitle:   ESMO 2026: big pharma and China raised the bar for European oncology biotech \u2014 29 October 2026\nSlug:    esmo-2026-2026-10-29\nExcerpt: None of the 12 Presidential late-breakers at ESMO 2026 came from a European biotech; Genmab matched big pharma with two Phase 3 survival wins in the same week, most other Research-list companies brought early data, and beyond the list five new ADCs discovered in China won Phase 3 trials.\nWhere:   WordPress > Sector article > Add New. No category, tags or picture. URL: \/research\/sector\/esmo-2026-2026-10-29\/\nPaste everything below this comment into ONE Custom HTML block.\n-->\n<div class=\"db-brief\" lang=\"en\">\n<style>.db-brief .db-figures.db-wrap th,.db-brief .db-figures.db-wrap td{white-space:normal !important;text-align:left !important;overflow-wrap:break-word;hyphens:auto}.db-brief .db-timeline{margin:18px 0;overflow-x:auto;border:1px solid #e4e6e0;border-radius:10px;background:#fff;padding:8px 4px}.db-brief .db-timeline svg{display:block;width:100%;min-width:760px;height:auto}.db-brief .db-figures.db-wrap th[scope=\"row\"] span{font-weight:400;color:#5b6275;font-size:.9em}.db-brief .db-ra{font-size:11px}.db-brief .db-ra-up{color:#2f6f4c}.db-brief .db-ra-down{color:#a3322b}@media (max-width:767px){.db-brief .db-figures.db-wrap table{font-size:12px}.db-brief .db-figures.db-wrap th,.db-brief .db-figures.db-wrap td{padding:6px 5px}.db-brief .db-figures.db-wrap th[scope=\"row\"]{width:auto}.db-brief .db-figures.db-wrap thead th{font-size:10px;letter-spacing:0}}<\/style>\n<article class=\"db-item\" id=\"esmo-2026-european-biotech\">\n<p class=\"db-tags\"><span class=\"db-tag\">Genmab \u00b7 GMAB<\/span><span class=\"db-tag\">BioNTech \u00b7 BNTX<\/span><span class=\"db-tag\">Immatics \u00b7 IMTX<\/span><span class=\"db-tag\">BioInvent \u00b7 BINV<\/span><span class=\"db-tag\">OSE \u00b7 OSE<\/span><span class=\"db-tag\">Nanobiotix \u00b7 NANO<\/span><span class=\"db-tag\">PharmaMar \u00b7 PHM<\/span><span class=\"db-tag\">Transgene \u00b7 TNG<\/span><span class=\"db-tag\">Innate \u00b7 IPH<\/span><span class=\"db-type\">Sector<\/span><\/p>\n<h4>ESMO 2026: big pharma and China raised the bar; Genmab matched it, most other European biotechs brought early data<\/h4>\n<p>At ESMO 2026 in Madrid, 23\u201327 October, none of the 12 late-breaking trials in the three Presidential Symposia came from a European biotech: eight were sponsored by big pharma (AstraZeneca and Merck three each, Amgen and Roche one each), two by Chinese companies (Akeso and Hansoh) and two by academic groups. Several of them set new standards or validated approaches that companies on the 5mn Research list are pursuing, in small cell lung cancer, in vaccines against melanoma relapse and in PD-(L)1\u00d7VEGF bispecifics. Among European biotechs, Genmab matched that level with two Phase 3 survival wins in the same week, announced by press release rather than at the congress, while BioNTech&#8217;s Phase 3 in breast cancer showed only a modest benefit and Immatics, BioInvent, OSE and Nanobiotix brought single-arm or small randomised data that will now be judged against a higher bar. The first two tables cover the Research list and its read-across; the third ranks the most important data from other companies.<\/p>\n<div class=\"db-figures db-wrap\"><table>\n<caption>Research-list companies \u00b7 data in ESMO week \u00b7 target shown under each drug<\/caption>\n<thead><tr><th scope=\"col\">Company \u00b7 drug<\/th><th scope=\"col\">Setting<\/th><th scope=\"col\">Design<\/th><th scope=\"col\">Key result<\/th><\/tr><\/thead>\n<tbody>\n<tr class=\"db-up\"><th scope=\"row\">Genmab \u00b7 Rina-S<br><span>targets FR\u03b1 \u00b7 ADC \u00b7 press release 23 Oct, not at ESMO<\/span><\/th><td>Platinum-resistant ovarian, any FR\u03b1 level<\/td><td>Ph3 RAINFOL-02 vs chemo, n=584<\/td><td class=\"db-new\">PFS HR 0.29; OS HR 0.43<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">Genmab \u00b7 petosemtamab + Keytruda<br><span>targets EGFR\u00d7LGR5 \u00b7 bispecific \u00b7 press release 28 Oct, not at ESMO<\/span><\/th><td>1L head and neck, PD-L1-positive<\/td><td>Ph3 LiGeR-HN1 vs Keytruda, first interim<\/td><td class=\"db-new\">OS HR 0.50<\/td><\/tr>\n<tr><th scope=\"row\">Genmab \u00b7 petosemtamab + Keytruda<br><span>targets EGFR\u00d7LGR5 \u00b7 bispecific<\/span><\/th><td>1L head and neck<\/td><td>Ph2, n=43<\/td><td>ORR 63%; mOS 28.2 mo<\/td><\/tr>\n<tr><th scope=\"row\">Genmab \u00b7 petosemtamab + FOLFOX or FOLFIRI<br><span>targets EGFR\u00d7LGR5 \u00b7 bispecific<\/span><\/th><td>Metastatic colorectal, 1L and 2L<\/td><td>Ph2, n=79<\/td><td>ORR 75% (1L), 67% (2L)*<\/td><\/tr>\n<tr><th scope=\"row\">BioNTech \u00b7 pumitamig + docetaxel<br><span>targets PD-L1\u00d7VEGF-A \u00b7 bispecific, with BMS \u00b7 late-breaker<\/span><\/th><td>2L lung (NSCLC) after immunotherapy and chemo<\/td><td>Ph2, single arm, n=30 evaluable<\/td><td>cORR 36.7%; mPFS 6.9 mo<\/td><\/tr>\n<tr><th scope=\"row\">BioNTech \u00b7 pumitamig + elfetabart drozuntecan<br><span>targets PD-L1\u00d7VEGF-A + B7-H3 \u00b7 bispecific + ADC, with BMS and DualityBio<\/span><\/th><td>Advanced solid tumours<\/td><td>Ph2<\/td><td>Figures n.a. in release<\/td><\/tr>\n<tr class=\"db-down\"><th scope=\"row\">BioNTech \u00b7 trastuzumab pamirtecan<br><span>targets HER2 \u00b7 ADC, with DualityBio \u00b7 press release 26 Oct<\/span><\/th><td>HR+\/HER2-low breast<\/td><td>Ph3 DYNASTY-Breast02 vs chemo, n=541<\/td><td>PFS goal met, modest gain; more ILD<\/td><\/tr>\n<tr><th scope=\"row\">Immatics \u00b7 IMA203CD8<br><span>targets PRAME \u00b7 TCR-T cell therapy<\/span><\/th><td>Advanced solid tumours<\/td><td>Ph1, n=87 evaluable<\/td><td>cORR 41%; mDOR 8.4 mo<\/td><\/tr>\n<tr><th scope=\"row\">Immatics \u00b7 IMA402<br><span>targets PRAME \u00b7 TCR bispecific<\/span><\/th><td>Advanced solid tumours<\/td><td>Ph1, n=40<\/td><td>cORR 25%; melanoma 32%<\/td><\/tr>\n<tr><th scope=\"row\">BioInvent \u00b7 BI-1808 + Keytruda<br><span>targets TNFR2 \u00b7 antibody<\/span><\/th><td>Platinum-resistant ovarian, median 4 prior lines<\/td><td>Ph1\/2, single arm, n=34<\/td><td>ORR 24%; mPFS 4.1 mo<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">OSE \u00b7 Tedopi + docetaxel or nivolumab<br><span>targets TUMOUR ANTIGENS (HLA-A2) \u00b7 vaccine<\/span><\/th><td>2L lung (NSCLC) after chemo-immunotherapy<\/td><td>Randomised Ph2, open-label, n=106<\/td><td class=\"db-new\">1-year OS 47% and 46% vs 29%<\/td><\/tr>\n<tr><th scope=\"row\">Nanobiotix \u00b7 JNJ-1900 (NBTXR3) + radiotherapy + anti-PD-1<br><span>targets RADIATION DOSE IN THE TUMOUR \u00b7 nanoparticle, J&amp;J<\/span><\/th><td>Anti-PD-1-resistant melanoma<\/td><td>Ph1, single arm, n=24<\/td><td>ORR 41.7%; mOS 17.8 mo<\/td><\/tr>\n<\/tbody><\/table>\n<p class=\"db-figures-note\">\u25b2 randomised trial met its main goal; \u25bc randomised trial met its goal with limited benefit; no mark: single-arm or dose-finding data. ADC = antibody-drug conjugate; ORR = response rate (cORR = confirmed); mPFS, mOS, mDOR = median progression-free survival, overall survival, duration of response; HR = hazard ratio vs the control arm. Genmab: RAINFOL-02 enrolled patients regardless of FR\u03b1 level; medians, response rates and safety rates n.a., to be shown at a future meeting. LiGeR-HN1: first interim analysis, response odds ratio 3.17; patient numbers and rates n.a. Head and neck Phase 2 (presented at ESMO): 43 evaluable of 45 treated, median follow-up 25.5 months, complete responses 19%, mPFS 9.0 months, no grade 5 events. *Colorectal: confirmed and unconfirmed responses, median follow-up 5.9 (1L) and 7.1 months (2L); Phase 3s LiGeR-CRC1 and LiGeR-CRC2 enrolling. BioNTech: ROSETTA Lung-107 enrolled 59 (cORR in 30, mPFS in 50), no control arm, grade 3 or higher treatment-related side effects 18%. Pumitamig + elfetabart drozuntecan (B7-H3 ADC): the ESMO release gives no figures; in small cell lung cancer at WCLC (Sep 2026) the combination had ORR 70.4% in 71 patients. DYNASTY-Breast02: HR and medians n.a.; lung inflammation (ILD) more frequent than in earlier trials; next steps open. Immatics: IMA203CD8 ORR 51% (46\/90) including unconfirmed responses, gynaecological cancers at higher doses cORR 55% (11\/20), mPFS 5.8 months; IMA402 PRAME-high cORR 32%, mDOR 12.5 months, no ICANS. BioInvent: 1 complete and 7 partial responses; part C, randomised with Keytruda and paclitaxel, from Q1 2027. OSE: Combi-TED is an academic trial (FoRT) in HLA-A2-positive patients without EGFR, ALK or ROS1 alterations, with three arms (Tedopi + docetaxel, Tedopi + nivolumab, docetaxel alone); serious treatment-related side effects 17%, 24% and 17%; median OS n.a. Nanobiotix: one injection into a single tumour, then stereotactic radiotherapy and anti-PD-1; 4 complete responses; mPFS 6.9 months. Checked, no ESMO 2026 data found: Transgene (TG4050 three-year data by press release, 2 Sep 2026), Immunocore (PRAME data in ovarian and lung cancer guided for H2 2026), PharmaMar, Philogen, Innate, Bicycle and Molecular Partners (next data at NACLC and ASH in December).<\/p><\/div>\n<div class=\"db-figures db-wrap\"><table>\n<caption>Big pharma and Chinese data at ESMO that move the bar \u00b7 read-across \u00b7 cross-trial<\/caption>\n<thead><tr class=\"db-up\"><th scope=\"col\">Trial \u00b7 drug<\/th><th scope=\"col\">Setting<\/th><th scope=\"col\">Result<\/th><th scope=\"col\">Concerns<\/th><\/tr><\/thead>\n<tbody>\n<tr class=\"db-up\"><th scope=\"row\">DeLLphi-305 \u00b7 Imdelltra + Imfinzi<br><span>targets DLL3\u00d7CD3 \u00b7 Amgen, AstraZeneca \u00b7 LBA3<\/span><\/th><td>1L maintenance small cell lung, n=563<\/td><td>OS HR 0.42; 21.1 vs 12.7 mo<\/td><td class=\"db-new\"><span class=\"db-ra db-ra-down\">\u25bc<\/span> PharmaMar: same setting as Zepzelca + Tecentriq (IMforte OS HR 0.73)<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">IDE849 \u00b7 zoci<br><span>targets DLL3 \u00b7 ADCs \u00b7 IDEAYA with Hengrui; Zai Lab \u00b7 Ph1<\/span><\/th><td>Small cell lung, 2L and 1L<\/td><td>ORR 72.5% (2L); cORR 81.8% (1L)<\/td><td class=\"db-new\"><span class=\"db-ra db-ra-down\">\u25bc<\/span> PharmaMar: DLL3 drugs moving into earlier lines<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">INTerpath-001 \u00b7 intismeran + Keytruda<br><span>targets THE PATIENT\u2019S OWN NEOANTIGENS \u00b7 mRNA \u00b7 Merck, Moderna \u00b7 LBA1<\/span><\/th><td>Melanoma after surgery, stage IIB\u2013IV<\/td><td>Relapse HR 0.58; 2-year 82.2% vs 70.0%<\/td><td class=\"db-new\"><span class=\"db-ra db-ra-up\">\u25b2<\/span> Transgene: same approach as TG4050; BioNTech\u2019s autogene cevumeran behind<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">HARMONi-GI1 \u00b7 ivonescimab + chemo<br><span>targets PD-1\u00d7VEGF \u00b7 Akeso \u00b7 LBA8<\/span><\/th><td>1L biliary, n=682, vs Imfinzi + chemo<\/td><td>OS HR 0.75; 14.9 vs 12.1 mo<\/td><td class=\"db-new\"><span class=\"db-ra db-ra-up\">\u25b2<\/span> BioNTech: same class as pumitamig<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">ARTEMIS-011 \u00b7 risvutatug rezetecan<br><span>targets B7-H3 \u00b7 ADC \u00b7 Hansoh; GSK outside Greater China \u00b7 LBA9<\/span><\/th><td>Osteosarcoma after 2 or more lines, China, n=122<\/td><td>PFS HR 0.33; 5.5 vs 1.4 mo<\/td><td class=\"db-new\"><span class=\"db-ra db-ra-up\">\u25b2<\/span> BioNTech: same target as elfetabart drozuntecan; <span class=\"db-ra db-ra-down\">\u25bc<\/span> PharmaMar: GSK Ph3 in late-line small cell lung<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">Sofe-M \u00b7 ZW191<br><span>targets FR\u03b1 \u00b7 ADCs \u00b7 Lilly; Zymeworks \u00b7 Ph1<\/span><\/th><td>Ovarian: platinum-sensitive (Sofe-M + bevacizumab); platinum-resistant (ZW191)<\/td><td>cORR 79.3%; 55.3\u201364.5%<\/td><td>Genmab: FR\u03b1 rivals to Rina-S, still in Phase 1<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">BELLA \u00b7 relacorilant + nab-paclitaxel + bevacizumab<br><span>targets GLUCOCORTICOID RECEPTOR \u00b7 Corcept \u00b7 Ph2<\/span><\/th><td>Platinum-resistant ovarian, n=95<\/td><td>ORR 59%; mPFS 7.2 mo<\/td><td>BioInvent, Genmab: higher bar for chemo-based combinations<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">Panku-Lung01 \u00b7 OptiTROP-Lung06<br><span>targets EGFR\u00d7HER3; TROP2 \u00b7 ADCs \u00b7 BMS with SystImmune; Merck with Kelun \u00b7 China Ph3<\/span><\/th><td>Lung (NSCLC): EGFR-mutant after TKI; 1L, PD-L1 below 1%<\/td><td>mPFS 11.1 vs 5.7 mo; PFS HR 0.49<\/td><td>OSE: ADCs moving into the lines around 2L lung cancer<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">VOLGA \u00b7 Imfinzi + enfortumab vedotin around surgery<br><span>targets PD-L1 + NECTIN-4 \u00b7 ADC \u00b7 AstraZeneca \u00b7 LBA2<\/span><\/th><td>Muscle-invasive bladder, cisplatin-ineligible, n=462<\/td><td>OS HR 0.58; 2-year 78% vs 69%<\/td><td>Innate: more patients will have had enfortumab vedotin, the group IPH4502 enrols<\/td><\/tr>\n<\/tbody><\/table>\n<p class=\"db-figures-note\">First column: \u25b2 positive data for the company that ran the trial. Last column: \u25b2 supports the approach of the company named; \u25bc raises the bar for it; no mark: mixed or context. Cross-trial comparisons are information only: trials differ in patients, control arms and follow-up. LBA = late-breaking abstract in a Presidential Symposium. DeLLphi-305: open-label, after induction with Imfinzi and chemotherapy; PFS HR 0.34 (7.4 vs 1.9 months); grade 3\u20134 treatment-related side effects 20.9% vs 10.8%; published in NEJM. IMforte (Lancet, June 2025): maintenance after Tecentriq-based induction, 483 randomised, OS 13.2 vs 10.6 months, PFS HR 0.54. DLL3 ADCs: single-arm Phase 1, mostly in China (IDE849 2L n=51, confirmed ORR 60.8%; zoci with Tecentriq 1L n=33). INTerpath-001: double-blind; no difference in the first six months; overall survival immature (HR 0.77). Transgene\u2019s TG4050: no relapse among 16 vaccinated patients against 3 of 16 unvaccinated at a median 41 months (Phase 1 part). HARMONi-GI1: China only, interim; PFS HR 0.61; serious side effects 43.4% vs 43.7%; pumitamig is in seven Phase 3s, none in biliary cancer. ARTEMIS-011: randomised 2:1; overall survival immature (HR 0.51); grade 3+ treatment-related side effects 93% vs 83%; GSK\u2019s programme for the drug includes Phase 3s in late-line small cell lung and prostate cancer; BioNTech\u2019s B7-H3 ADC is developed with DualityBio. Sofe-M: n=29 evaluable; ZW191: high-grade serous cancers, by dose (n=80 in the dose-optimisation part); both with short follow-up and no PFS yet. Panku-Lung01 and OptiTROP-Lung06 are China-only; Combi-TED excluded patients with EGFR mutations. VOLGA: Imfinzi with enfortumab vedotin before surgery and Imfinzi after, against surgery with or without approved adjuvant treatment; event-free survival HR 0.51 (2-year 64% vs 45%); grade 3+ side effects 64% vs 44%; US priority review since September 2026. Innate\u2019s IPH4502 (Nectin-4 ADC, exatecan payload) enrols urothelial cancer relapsed or refractory to enfortumab vedotin, first data at ENA on 18 Nov 2026; Bicycle deprioritised its Nectin-4 drug zelenectide in March 2026. Approved benchmarks in the settings of the first table: platinum-resistant ovarian \u2014 Keytruda + paclitaxel (KEYNOTE-B96, US approval Feb 2026: PFS HR 0.72, OS HR 0.76) and Elahere in FR\u03b1-high disease (OS HR 0.67); anti-PD-1-resistant melanoma \u2014 lifileucel (Amtagvi, US Feb 2024: ORR 31.5%, n=73) and RP1 + Opdivo (Tudriqev, US Aug 2026: ORR 24.2%, n=91), both single-arm accelerated approvals; 1L head and neck \u2014 Keytruda alone or with chemotherapy, the control arm in LiGeR-HN1.<\/p><\/div>\n<div class=\"db-timeline\"><svg viewBox=\"0 0 960 474\" width=\"100%\" role=\"img\" aria-labelledby=\"esmo-tl-t\" font-family=\"inherit\" font-size=\"13\"><title id=\"esmo-tl-t\">Timeline of ESMO 2026 data and next readouts for Research-list companies, June 2026 to July 2028<\/title><circle cx=\"190.0\" cy=\"18\" r=\"6\" fill=\"#2f6f4c\"\/><text x=\"202\" y=\"22\" fill=\"#5b6275\">positive result<\/text><circle cx=\"330.0\" cy=\"18\" r=\"6\" fill=\"#a3322b\"\/><text x=\"342\" y=\"22\" fill=\"#5b6275\">rival result that raises the bar<\/text><circle cx=\"580.0\" cy=\"18\" r=\"6\" fill=\"#5b6275\"\/><text x=\"592\" y=\"22\" fill=\"#5b6275\">other data<\/text><circle cx=\"690.0\" cy=\"18\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><text x=\"702\" y=\"22\" fill=\"#5b6275\">expected<\/text><rect x=\"330.0\" y=\"38\" width=\"6.9\" height=\"398\" fill=\"#2f6f4c\" opacity=\".08\"\/><line x1=\"219.2\" y1=\"44\" x2=\"219.2\" y2=\"436\" stroke=\"#e4e6e0\"\/><text x=\"219.2\" y=\"454\" text-anchor=\"middle\" fill=\"#5b6275\">Jul 26<\/text><line x1=\"308.6\" y1=\"44\" x2=\"308.6\" y2=\"436\" stroke=\"#e4e6e0\"\/><text x=\"308.6\" y=\"454\" text-anchor=\"middle\" fill=\"#5b6275\">Oct 26<\/text><line x1=\"398.1\" y1=\"44\" x2=\"398.1\" y2=\"436\" stroke=\"#e4e6e0\"\/><text x=\"398.1\" y=\"454\" text-anchor=\"middle\" fill=\"#5b6275\">Jan 27<\/text><line x1=\"485.6\" y1=\"44\" x2=\"485.6\" y2=\"436\" stroke=\"#e4e6e0\"\/><text x=\"485.6\" y=\"454\" text-anchor=\"middle\" fill=\"#5b6275\">Apr 27<\/text><line x1=\"574.1\" y1=\"44\" x2=\"574.1\" y2=\"436\" stroke=\"#e4e6e0\"\/><text x=\"574.1\" y=\"454\" text-anchor=\"middle\" fill=\"#5b6275\">Jul 27<\/text><line x1=\"663.6\" y1=\"44\" x2=\"663.6\" y2=\"436\" stroke=\"#e4e6e0\"\/><text x=\"663.6\" y=\"454\" text-anchor=\"middle\" fill=\"#5b6275\">Oct 27<\/text><line x1=\"753.0\" y1=\"44\" x2=\"753.0\" y2=\"436\" stroke=\"#e4e6e0\"\/><text x=\"753.0\" y=\"454\" text-anchor=\"middle\" fill=\"#5b6275\">Jan 28<\/text><line x1=\"841.5\" y1=\"44\" x2=\"841.5\" y2=\"436\" stroke=\"#e4e6e0\"\/><text x=\"841.5\" y=\"454\" text-anchor=\"middle\" fill=\"#5b6275\">Apr 28<\/text><line x1=\"930.0\" y1=\"44\" x2=\"930.0\" y2=\"436\" stroke=\"#e4e6e0\"\/><text x=\"930.0\" y=\"454\" text-anchor=\"middle\" fill=\"#5b6275\">Jul 28<\/text><text x=\"332.5\" y=\"34\" text-anchor=\"middle\" font-size=\"11\" fill=\"#2f6f4c\">ESMO<\/text><text x=\"10\" y=\"64\" font-weight=\"600\" fill=\"#1b2036\">Genmab<\/text><text x=\"10\" y=\"79\" font-size=\"11\" fill=\"#5b6275\">Rina-S \u00b7 petosemtamab<\/text><line x1=\"190.0\" y1=\"66\" x2=\"930.0\" y2=\"66\" stroke=\"#e4e6e0\" stroke-dasharray=\"2 4\"\/><circle cx=\"332.9\" cy=\"66\" r=\"6\" fill=\"#2f6f4c\"\/><text x=\"341.9\" y=\"57\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">Ph3 wins: ovarian 23\/10, head and neck 28\/10<\/text><circle cx=\"342.7\" cy=\"66\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><text x=\"351.7\" y=\"85\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">Q3 report 5\/11 \u00b7 filing plans n.a.<\/text><text x=\"10\" y=\"114\" font-weight=\"600\" fill=\"#1b2036\">BioNTech<\/text><text x=\"10\" y=\"129\" font-size=\"11\" fill=\"#5b6275\">pumitamig \u00b7 HER2 ADC<\/text><line x1=\"190.0\" y1=\"116\" x2=\"930.0\" y2=\"116\" stroke=\"#e4e6e0\" stroke-dasharray=\"2 4\"\/><circle cx=\"332.0\" cy=\"116\" r=\"6\" fill=\"#5b6275\"\/><text x=\"341.0\" y=\"107\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">ESMO: pumitamig Ph2 \u00b7 HER2 ADC Ph3 modest<\/text><circle cx=\"340.7\" cy=\"116\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><circle cx=\"351.4\" cy=\"116\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><text x=\"360.4\" y=\"135\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">Q3 report 3\/11 \u00b7 FDA decision on rival ivonescimab 14\/11<\/text><text x=\"10\" y=\"164\" font-weight=\"600\" fill=\"#1b2036\">Immatics<\/text><text x=\"10\" y=\"179\" font-size=\"11\" fill=\"#5b6275\">IMA203 \u00b7 IMA402 \u00b7 PRAME<\/text><line x1=\"190.0\" y1=\"166\" x2=\"930.0\" y2=\"166\" stroke=\"#e4e6e0\" stroke-dasharray=\"2 4\"\/><circle cx=\"331.0\" cy=\"166\" r=\"6\" fill=\"#5b6275\"\/><text x=\"340.0\" y=\"157\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">ESMO: two Ph1 orals<\/text><circle cx=\"499.2\" cy=\"166\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><text x=\"508.2\" y=\"185\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">SUPRAME Ph3 PFS H1 27<\/text><circle cx=\"677.2\" cy=\"166\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><text x=\"686.2\" y=\"185\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">BLA later in 2027<\/text><text x=\"10\" y=\"214\" font-weight=\"600\" fill=\"#1b2036\">BioInvent<\/text><text x=\"10\" y=\"229\" font-size=\"11\" fill=\"#5b6275\">BI-1808 \u00b7 TNFR2<\/text><line x1=\"190.0\" y1=\"216\" x2=\"930.0\" y2=\"216\" stroke=\"#e4e6e0\" stroke-dasharray=\"2 4\"\/><circle cx=\"331.0\" cy=\"216\" r=\"6\" fill=\"#5b6275\"\/><text x=\"340.0\" y=\"207\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">ESMO: Ph1\/2 part B<\/text><circle cx=\"441.9\" cy=\"216\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><text x=\"450.9\" y=\"235\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">part C start Q1 27<\/text><circle cx=\"677.2\" cy=\"216\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><text x=\"686.2\" y=\"235\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">part C data H2 27<\/text><text x=\"10\" y=\"264\" font-weight=\"600\" fill=\"#1b2036\">OSE<\/text><text x=\"10\" y=\"279\" font-size=\"11\" fill=\"#5b6275\">Tedopi \u00b7 vaccine<\/text><line x1=\"190.0\" y1=\"266\" x2=\"930.0\" y2=\"266\" stroke=\"#e4e6e0\" stroke-dasharray=\"2 4\"\/><circle cx=\"332.0\" cy=\"266\" r=\"6\" fill=\"#2f6f4c\"\/><text x=\"341.0\" y=\"257\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">ESMO: randomised Ph2 Combi-TED<\/text><circle cx=\"796.8\" cy=\"266\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><text x=\"787.8\" y=\"285\" text-anchor=\"end\" font-size=\"11.5\" fill=\"#1b2036\">ARTEMIA Ph3 early 2028<\/text><text x=\"10\" y=\"314\" font-weight=\"600\" fill=\"#1b2036\">Nanobiotix<\/text><text x=\"10\" y=\"329\" font-size=\"11\" fill=\"#5b6275\">JNJ-1900 \u00b7 J&amp;J<\/text><line x1=\"190.0\" y1=\"316\" x2=\"930.0\" y2=\"316\" stroke=\"#e4e6e0\" stroke-dasharray=\"2 4\"\/><circle cx=\"254.2\" cy=\"316\" r=\"6\" fill=\"#a3322b\"\/><text x=\"263.2\" y=\"335\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">rival RP1 approved (US) 8\/26<\/text><circle cx=\"331.0\" cy=\"316\" r=\"6\" fill=\"#5b6275\"\/><text x=\"340.0\" y=\"307\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">ESMO: melanoma Ph1<\/text><circle cx=\"499.2\" cy=\"316\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><text x=\"508.2\" y=\"335\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">NANORAY-312 interim H1 27<\/text><text x=\"10\" y=\"364\" font-weight=\"600\" fill=\"#1b2036\">PharmaMar<\/text><text x=\"10\" y=\"379\" font-size=\"11\" fill=\"#5b6275\">Zepzelca \u00b7 lurbinectedin<\/text><line x1=\"190.0\" y1=\"366\" x2=\"930.0\" y2=\"366\" stroke=\"#e4e6e0\" stroke-dasharray=\"2 4\"\/><circle cx=\"200.7\" cy=\"366\" r=\"6\" fill=\"#a3322b\"\/><text x=\"209.7\" y=\"385\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">LAGOON Ph3 misses 6\/26<\/text><circle cx=\"331.0\" cy=\"366\" r=\"6\" fill=\"#a3322b\"\/><text x=\"340.0\" y=\"357\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">rival DeLLphi-305: OS HR 0.42<\/text><circle cx=\"499.2\" cy=\"366\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><text x=\"508.2\" y=\"385\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">SaLuDo Ph3 H1 27<\/text><text x=\"10\" y=\"414\" font-weight=\"600\" fill=\"#1b2036\">Transgene<\/text><text x=\"10\" y=\"429\" font-size=\"11\" fill=\"#5b6275\">TG4050 \u00b7 vaccine<\/text><line x1=\"190.0\" y1=\"416\" x2=\"930.0\" y2=\"416\" stroke=\"#e4e6e0\" stroke-dasharray=\"2 4\"\/><circle cx=\"280.4\" cy=\"416\" r=\"6\" fill=\"#2f6f4c\"\/><text x=\"271.4\" y=\"435\" text-anchor=\"end\" font-size=\"11.5\" fill=\"#1b2036\">3-year data 9\/26<\/text><circle cx=\"331.0\" cy=\"416\" r=\"6\" fill=\"#2f6f4c\"\/><text x=\"340.0\" y=\"407\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">INTerpath-001 validates approach<\/text><circle cx=\"381.6\" cy=\"416\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><text x=\"390.6\" y=\"435\" text-anchor=\"start\" font-size=\"11.5\" fill=\"#1b2036\">Ph2 immune data H2 26<\/text><circle cx=\"825.0\" cy=\"416\" r=\"6\" fill=\"#fff\" stroke=\"#1b2036\" stroke-width=\"2\"\/><text x=\"816.0\" y=\"435\" text-anchor=\"end\" font-size=\"11.5\" fill=\"#1b2036\">Ph2 2-year DFS by end Q1 28<\/text><\/svg><\/div>\n<p class=\"db-figures-note\">Dates from company releases; hollow = expected, as guided by the company. NANORAY-312 interim: Nanobiotix estimate of October 2025. Filing plans for RAINFOL-02 and LiGeR-HN1 n.a.<\/p>\n<p>Beyond the Research list, two kinds of advance stood out. Antibody-drug conjugates (ADCs), which carry a chemotherapy payload to the cancer cells that bear their target, extended survival in gastric and endometrial cancer and delayed progression in osteosarcoma and lung cancer: all five such ADCs in this note that are not yet approved in the US were discovered by Chinese companies (Kelun, KYM, Innovent, Hansoh, SystImmune) and licensed to, or co-developed with, Merck, AstraZeneca, Takeda, GSK and BMS. Newer targeted drugs and immunotherapy also changed what treatment can do: Roche\u2019s divarasib beat the approved KRAS G12C drugs head-to-head on survival, and GSK\u2019s dostarlimab alone cleared detectable cancer for at least a year in 68% of patients with a DNA-repair-deficient rectal cancer, by the investigators\u2019 assessment, without surgery.<\/p>\n<div class=\"db-figures db-wrap\"><table>\n<caption>Beyond the Research list \u00b7 most important data at ESMO 2026 \u00b7 ranked<\/caption>\n<thead><tr><th scope=\"col\">Trial \u00b7 drug<\/th><th scope=\"col\">Setting<\/th><th scope=\"col\">Result<\/th><\/tr><\/thead>\n<tbody>\n<tr class=\"db-up\"><th scope=\"row\">1 \u00b7 Krascendo 1 \u00b7 divarasib<br><span>targets KRAS G12C \u00b7 Roche \u00b7 LBA5<\/span><\/th><td>Lung (NSCLC), previously treated, vs sotorasib or adagrasib, n=338<\/td><td class=\"db-new\">OS HR 0.56; 17.7 vs 12.0 mo<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">2 \u00b7 CLARITY-Gastric01 \u00b7 sonesitatug vedotin<br><span>targets CLDN18.2 \u00b7 ADC \u00b7 AstraZeneca, from KYM \u00b7 LBA7<\/span><\/th><td>Gastric, 2L or later, n=532<\/td><td class=\"db-new\">OS HR 0.58; 10.6 vs 6.4 mo<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">3 \u00b7 G-HOPE-001 \u00b7 arcotatug tavatecan<br><span>targets CLDN18.2 \u00b7 ADC \u00b7 Innovent; Takeda outside Greater China \u00b7 LBA<\/span><\/th><td>Gastric, after 2 to 4 lines, China and Japan, n=464<\/td><td class=\"db-new\">OS HR 0.57; 10.2 vs 6.9 mo<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">4 \u00b7 TroFuse-005 \u00b7 sacituzumab tirumotecan<br><span>targets TROP2 \u00b7 ADC \u00b7 Merck, from Kelun \u00b7 LBA11<\/span><\/th><td>Endometrial after platinum and immunotherapy, n=776<\/td><td class=\"db-new\">OS HR 0.68; 19.0 vs 12.1 mo<\/td><\/tr>\n<tr><th scope=\"row\">5 \u00b7 AZUR-1 \u00b7 dostarlimab alone<br><span>targets PD-1 \u00b7 GSK \u00b7 Ph2, single arm<\/span><\/th><td>Locally advanced rectal, dMMR\/MSI-H, n=144 evaluable<\/td><td>68% with no detectable cancer at 12 months, no surgery<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">6 \u00b7 SAFFRON \u00b7 Tagrisso + savolitinib<br><span>targets EGFR + MET \u00b7 AstraZeneca, HUTCHMED \u00b7 LBA6<\/span><\/th><td>Lung, EGFR-mutant and MET-altered, after Tagrisso, n=338<\/td><td class=\"db-new\">OS HR 0.68; 17.8 vs 12.9 mo<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">7 \u00b7 KEYNOTE-C93 \u00b7 Keytruda alone<br><span>targets PD-1 \u00b7 Merck \u00b7 LBA12<\/span><\/th><td>1L endometrial, dMMR, vs chemo, n=299<\/td><td class=\"db-new\">PFS HR 0.57; 38.2 vs 8.4 mo<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">8 \u00b7 DASL-HiCaP \u00b7 darolutamide + hormone therapy + radiotherapy<br><span>targets ANDROGEN RECEPTOR \u00b7 University of Sydney (ANZUP); Bayer drug \u00b7 LBA4<\/span><\/th><td>Very high-risk localised prostate, n=1,106<\/td><td class=\"db-new\">Metastasis-free HR 0.42; 4-year 95% vs 88%<\/td><\/tr>\n<tr class=\"db-up\"><th scope=\"row\">9 \u00b7 NATALEE, 6 years \u00b7 Kisqali + hormone therapy<br><span>targets CDK4\/6 \u00b7 Novartis<\/span><\/th><td>Early HR+\/HER2\u2212 breast, high risk, n=5,101<\/td><td class=\"db-new\">OS HR 0.81; iDFS HR 0.74<\/td><\/tr>\n<tr class=\"db-down\"><th scope=\"row\">10 \u00b7 MOIO \u00b7 immunotherapy every 3 months<br><span>targets DOSE DE-ESCALATION \u00b7 UNICANCER \u00b7 LBA10<\/span><\/th><td>Solid tumours responding after 6 months of immunotherapy, n=340<\/td><td>Not non-inferior: PFS HR 1.35; OS HR 2.00<\/td><\/tr>\n<\/tbody><\/table>\n<p class=\"db-figures-note\">Ranked by 5mn\u2019s judgement of importance: whether patients lived longer and by how much, whether the result changes current treatment, and how new the drug or approach is. AZUR-1 is ranked above randomised trials because it lets some patients avoid surgery and has already led to a US approval; NATALEE confirms a benefit for a drug already approved in this setting. \u25b2 randomised trial met its main goal; \u25bc randomised trial failed its main goal. Krascendo 1: head-to-head against the approved KRAS G12C drugs; PFS HR 0.58 (9.8 vs 5.7 months); confirmed ORR 58% vs 32%; treatment-related discontinuations 4.8% vs 11.7%; published in NEJM. CLARITY-Gastric01: CLDN18.2 in at least 25% of tumour cells; third line or later OS HR 0.47 (10.0 vs 5.0 months); PFS not significant (HR 0.77); grade 3+ treatment-related side effects 36.4% vs 44.8%; licensed in 2023 from KYM Biosciences, a joint venture of Keymed Biosciences and Lepu Biopharma. G-HOPE-001: CLDN18.2 in at least 75% of cells; PFS HR 0.45 (7.1 vs 3.1 months); grade 3+ treatment-related side effects 47.4% vs 55.9%. TroFuse-005: vs doxorubicin or paclitaxel; PFS HR 0.59; grade 3+ treatment-related side effects 54.4% vs 41.4%; US decision due 15 Jun 2027. AZUR-1: investigator-assessed (98\/144); by independent review 47% (54\/116), still maturing; no relapse among responders after a median of more than two years; US approval in October 2026. SAFFRON: vs platinum chemotherapy; PFS HR 0.55; US filing made. KEYNOTE-C93: overall survival not significant (HR 0.77); grade 3+ treatment-related side effects 18.1% vs 50.7%. DASL-HiCaP: investigator-led; overall survival not significant at the interim (HR 0.88). NATALEE: absolute gain at six years 5.3 points in invasive disease-free survival (iDFS) and 2.1 points in overall survival; OS HR 95% CI 0.66\u20130.99. MOIO: immunotherapy every 3 months vs standard intervals after a response at 6 months; the authors argue against uniform de-escalation. Not ranked here because they are in the read-across table: DeLLphi-305, INTerpath-001, HARMONi-GI1, ARTEMIS-011, VOLGA, Panku-Lung01 and OptiTROP-Lung06.<\/p><\/div>\n<details class=\"db-plain\">\n<summary>In plain words<\/summary>\n<p><strong>What happened.<\/strong> At ESMO, Europe\u2019s main cancer congress, large drug companies and Chinese groups showed several drugs that helped patients live longer or stay free of cancer longer, for example in small cell lung cancer and in skin cancer after surgery. In the same week, Genmab, a Danish company, said that two of its drugs had helped patients live longer in large trials, in ovarian cancer and in head and neck cancer. Many of the new drugs that worked carry a chemotherapy payload straight to cancer cells (antibody-drug conjugates), and most of those were first discovered by Chinese companies.<\/p>\n<p><strong>Why it matters.<\/strong> When a new treatment becomes the standard, a smaller company\u2019s drug has to do better than that new standard, not the old one. Most European biotechs showed early results in small groups of patients, so their next, larger trials will face a higher bar.<\/p>\n<\/details>\n<p class=\"db-context\"><span class=\"db-context-label\">The key question<\/span> Which European programmes still look competitive after the bar moved? Genmab now has randomised survival data in two diseases, but its position in ovarian cancer will be contested: Lilly\u2019s and Zymeworks\u2019 FR\u03b1 drugs also show responses across FR\u03b1 levels, though only in Phase 1, and Genmab\u2019s releases give no medians or filing date yet. PharmaMar faces the largest shift: in the maintenance setting where Zepzelca with Tecentriq reached an OS hazard ratio of 0.73 in IMforte, Imdelltra with Imfinzi reached 0.42 in DeLLphi-305, a cross-trial comparison of open-label trials with different induction treatments, while DLL3 drugs are moving into earlier lines and PharmaMar\u2019s LAGOON missed its goal in second line in June. Transgene\u2019s approach gained most: INTerpath-001 is the first randomised Phase 3 win for an individualised neoantigen vaccine, though the benefit appeared only after six months and Transgene\u2019s own randomised data come by end Q1 2028. BioNTech\u2019s pumitamig gains from another randomised survival win for the PD-(L)1\u00d7VEGF class but has no randomised data of its own yet, and its HER2 ADC showed a limited benefit. In previously treated melanoma, RP1 with Opdivo was approved in August 2026 on a 24.2% response rate and lifileucel in 2024 on 31.5%: Nanobiotix\u2019s 41.7% in 24 patients needs a randomised test, and Immatics\u2019 Phase 3 SUPRAME, whose control options include lifileucel, reports in H1 2027. In platinum-resistant ovarian cancer, BioInvent\u2019s part C will be measured against Keytruda plus paclitaxel, not Keytruda alone. OSE\u2019s Combi-TED is randomised but small and open-label; ARTEMIA, testing Tedopi alone against docetaxel, reports in early 2028. Beyond the Research list, the five new ADCs with Phase 3 wins in this note were all discovered in China and licensed to large Western groups, which shows where much of the class is now being invented; European ADC developers such as Genmab and Innate compete with that pipeline.<\/p>\n<\/article>\n<p class=\"db-disclosure\" style=\"margin:18px 0 0;padding-top:12px;border-top:1px solid #dfe6e1;font-size:14px;line-height:1.5;color:#5b6470\">Disclosures: figures marked calc. or est. are 5mn\u2019s own. 5mn does not cover companies it advises, and 5mn and its analysts hold no positions in the companies mentioned. This note is general information, not investment advice or a recommendation to buy, sell or hold any security. Full terms: <a href=\"\/disclaimer\/\" style=\"color:#2f6f4c;text-decoration:underline;text-underline-offset:3px\">5mn.ch\/disclaimer<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>None of the 12 Presidential late-breakers at ESMO 2026 came from a European biotech; Genmab matched big pharma with two Phase 3 survival wins in the same week, while the other Research-list companies brought early data against a higher bar.<\/p>","protected":false},"featured_media":0,"template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"class_list":["post-1850","sector","type-sector","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>ESMO 2026: big pharma and China raised the bar for European oncology biotech \u2014 29 October 2026 - 5mn<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/5mn.ch\/de\/insights\/research\/sector\/esmo-2026-2026-10-29\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ESMO 2026: big pharma and China raised the bar for European oncology biotech \u2014 29 October 2026 - 5mn\" \/>\n<meta property=\"og:description\" content=\"None of the 12 Presidential late-breakers at ESMO 2026 came from a European biotech; 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