5 Tickers That Mattered on Day 2 of ASCO 2026

Day 2 of ASCO 2026 shifted the spotlight from ADC-heavy discussions toward cell therapy, precision oncology, and several important late-stage studies.

While major pharmaceutical companies continued to present updates from established programs, some of the most interesting stories came from companies advancing TCR-T therapies, next-generation targeted treatments, and novel immunotherapy approaches.

Here are five tickers that stood out:

IMTX: TCR-T Therapy Continues Its Push into Solid Tumors

Immatics presented Phase 1a data for IMA203CD8, a PRAME-directed TCR-T therapy in ovarian cancer.

While CAR-T therapies have transformed several hematologic malignancies, solid tumors remain one of the biggest frontiers for engineered cell therapies. PRAME is an attractive target due to its broad expression across multiple tumor types and limited expression in normal tissues.

The significance of this dataset extends beyond ovarian cancer. It adds to the growing body of evidence supporting Immatics' broader PRAME franchise and the potential role of TCR-T therapies in solid tumors.

Why it matters:

• One of the most closely watched solid tumor cell therapy platforms

• PRAME remains a highly attractive target

• Multiple future catalysts across the broader Immatics pipeline

AUTL: Reinforcing the Obe-cel Story

Autolus reported updated data for obe-cel in relapsed/refractory B-cell acute lymphoblastic leukemia.

The company has already established itself as one of the leading cell therapy stories in hematology. Continued evidence supporting efficacy and durability remains important as investors evaluate the long-term commercial potential of obe-cel.

While the technology is no longer early stage, each new dataset helps strengthen confidence in the platform and its expansion opportunities.

Why it matters:

• Commercial-stage cell therapy story

• Continued validation of obe-cel

• Potential future expansion opportunities

BDTX: Precision Oncology Beyond Classical EGFR

Black Diamond Therapeutics presented Phase 2 data for silveterinib in treatment-naive NSCLC patients with non-classical EGFR mutations.

While EGFR-targeted therapies are well established, many patients with uncommon mutations still have limited treatment options. Silveterinib is designed specifically to address this challenge. The dataset highlights an increasingly important trend in oncology: precision medicine is moving beyond broad biomarker categories and toward increasingly refined molecular subgroups.

Why it matters:

• Targets an underserved NSCLC population

• Differentiated precision oncology approach

• Potential future registration pathway

COGT: Phase 3 Data in a Rare Oncology Market

Cogent Biosciences presented primary results from the Phase 3 PEAK study evaluating bezuclastinib plus sunitinib in advanced gastrointestinal stromal tumors.

Phase 3 studies always attract attention, particularly in rare oncology indications where successful therapies can quickly establish meaningful market positions. GIST remains a highly targeted disease area where differentiation and sequencing strategies can significantly influence treatment decisions.

Why it matters:

• Phase 3 data

• Rare oncology indication

• Potential regulatory and commercial implications

REPL: Long-Term Immunotherapy Durability Remains the Focus

Replimune reported a 3-year landmark overall survival analysis from the IGNYTE study evaluating RP1 plus nivolumab in anti-PD-1 failed melanoma.

Oncolytic immunotherapies have generated significant interest over the past decade, but durability remains one of the key questions investors continue to ask. Long-term survival data often provide some of the most meaningful insights into whether a novel immunotherapy platform can create lasting clinical benefit.

Why it matters:

• Long-term survival follow-up

• Novel immunotherapy platform

• Potential validation of oncolytic approaches

This article is not investment, tax, or legal advice. Please do your own diligence and seek advice from professional advisors representing your interests.

Article history:

First published 05/30/26 MD, RF