在asco会议前的热门观点关于即将公布的一些关键数据集的讨论

Michael J. Yee * | Equity Analyst(415) 229-1535 | michael.yee@jefferies.comKelly Shi, Ph.D. * | Equity Analyst(212) 336-6937 | kshi@jefferies.comMaury Raycroft, Ph.D. * | Equity Analyst(212) 323-3990 | mraycroft@jefferies.comRoger Song, MD, CFA * | Equity Analyst(617) 342-7955 | rsong@jefferies.com 7.AMGN:Tarlatamab versus chemotherapy (CTx) as second-line (2L) treatment for small celllung cancer (SCLC): Primary analysis of Ph3 DeLLphi-304//Oral//June 28.GILD:Sacituzumab Govitecan (SG) + Pembrolizumab (Pembro) vs Chemotherapy (Chemo)+ Pembro in Previously Untreated PD-L1 Positive Advanced Triple-Negative Breast Cancer(TNBC): Primary Results from the Randomized Phase 3 ASCENT-04/KEYNOTE-D19 Study //Oral // May 31st9.ROG:INAVO120: Phase III trial final overall survival (OS) analysis of first-line inavolisib(INAVO)/placebo (PBO) + palbociclib (PALBO) + fulvestrant (FULV) in patients (pts) withPIK3CA-mutated, hormone receptor-positive (HR+), HER2-negative (HER2–), endocrine-resistant advanced breast cancer (aBC) // Oral // May 3110.LLY:Patient-reported outcomes (PROs) in patients with ER+, HER2- advanced breastcancer (ABC) treated with imlunestrant, investigator’s choice standard endocrine therapy, orimlunestrant + abemaciclib: Results from the phase III EMBER-3 trial // Oral // May 31Please see important disclosure information on pages 3 - 9 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Company Valuation/RisksFor Important Disclosure information on companies recommended in this report, please visit our website at https://javatar.bluematrix.com/sellside/Disclosures.action or call 212.284.2300.Analyst Certification:I, Michael J. Yee, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report.I, Kelly Shi, Ph.D., certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report.I, Maury Raycroft, Ph.D., certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Roger Song, MD, CFA, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.As is the case with all Jefferies employees, the analyst(s) responsible for the coverage of the financial instruments discussed in this report receivescompensation based in part on the overall performance of the firm, including investment banking income. We seek to update our research as appropriate, butvarious regulations may prevent us from doing so. Aside from certain industry reports published on a periodic basis, the large majority of reports are publishedat irregular intervals as appropriate in the analyst's judgement.Investment Recommendation Record(Article 3(1)e and Article 7 of MAR)Recommendation PublishedRecommendation DistributedCompany Specific DisclosuresEdward Chandler has a long equity position in Allogene Therapeutics.Steven DeSanctis owns shares of Eli Lilly & Company common shares.Jefferies Financial Group Inc., its affiliates or subsidiaries make a market in the securities or ADRs of AstraZeneca PLC.Jefferies Financial Group Inc., its affiliates or subsidiaries make a market in the securities or ADRs of Nuvation Bio Inc.Jefferies Financial Group Inc., its affiliates or subsidiaries make a market in the securities or ADRs of Summit Therapeutics Inc.Jefferies Financial Group Inc., its affiliates or subsidiaries expect to receive or intend to seek compensation for investment banking services from IdeayaBiosciences within the next three months.Within the past 12 months, Jefferies Financial Group Inc., its affiliates or subsidiaries has received compensation from investment banking services from IdeayaBiosciences.Jefferies Financial Group Inc., its affiliates or subsidiaries is acting as a manager or co-manager in the underwriting or placement of securities for IdeayaBiosciences or one of its affiliates.Within the past twelve months, Ideaya Biosciences has been a client of Jefferies Financial Group Inc., its affiliates or subsidiaries