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The Oncology Deep Dive is your weekly briefing on the most important cancer research, turned into clear, jargon-free conversations. Each episode distills new trial data, FDA decisions, and industry moves from across oncology into an accessible discussion for clinicians, investors, and curious listeners alike.
Disclaimer: AI-generated from publicly available news. Not medical or investment advice. May contain errors — verify against primary sources.
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Q3 Earnings: What Really Drove Oncology’s Best Quarter.
Every major oncology company beat expectations this quarter, and most raised their 2026 guidance. So what drove it? Two things at once: protecting blockbusters like Keytruda and Opdivo ahead of the 2028 biosimilar cliff, and a group of newe
ESMO 2026: Moderna’s Vaccine Wins, Wall Street Sells — 10 Calls From Madrid
Moderna and Merck's individualized mRNA cancer vaccine just won its first Phase 3 — and the stock fell sharply the same day. How can a scientific breakthrough be a commercial disappointment? In this special ESMO 2026 edition of The Oncology
Keytruda Meets Its First Clone as Its mRNA Partner Misses
Keytruda, the most successful cancer drug ever, gets its first official biosimilar challenger in the same week that an mRNA cancer vaccine built to pair with it misses its primary endpoint. Is the future of oncology arriving, just not the w
Lilly, AstraZeneca, Roche: Oncology's Best Drugs Go First
Why would AstraZeneca pay $2 billion for just 12% of Summit Therapeutics? And why is Lilly's Jaypirca skipping straight to first-line CLL? This week's theme: oncology is done saving its best drugs for later. In this Monday Morning Oncology
Merck, AbbVie, BMS: Who Wins Oncology's Sequencing War?
In this episode: 🔹 Kidney cancer: FDA approves Merck and Eisai's Welireg + Lenvima after immunotherapy, beating Exelixis' Cabometyx in a Phase 3 trial for the first time. But with more than 70% of patients having severe side effects, is it
Same Molecule, Different Road: How a Logistics Company Took On Novartis in the Radioligand Race | Plus Lilly's Breast Cancer Moat & Europe's Regulatory Wave
Three stories dominated oncology this week — and each one redefines what it takes to win. First, Eli Lilly's FDA approval of imlunestrant locks down ESR1-mutated breast cancer with a clinical moat that AstraZeneca's failed SERENA-4 trial co
Ivonescimab Beats Keytruda: Oncology's Biggest Data Weekend
What happens when a cancer drug works exactly as designed — stops the tumor for months — but the patient dies sooner? That paradox runs through the biggest oncology dataweekend of the year. We distill the data drop from the World Conference
