When the crowd cheers the loudest, it’s often time to question the play.

Amid a wave of bullish investor enthusiasm for the Summit and BioNTech PD(L)1x VEGF bispecifics plus a raft of topo-I ADCs from China, the risks underpinning this rallying cry have been pushed to the shadows.

What if the foundations of the optimism are built on assumptions that don’t necessarily hold up to scrutiny?

In this analysis from the San Antonio Breast Cancer Symposium (SABCS), we unpack some of the overlooked vulnerabilities and present a case that might not win popularity contests, but could save companies and investors from costly missteps…

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