Does Genmab Trial Deal Change The Bull Case For Incyte (INCY)?

Incyte and Genmab A/S announced a clinical trial collaboration to test INCB161734 with petosemtamab and standard chemotherapy in first line KRAS G12D mutated metastatic colorectal cancer, with Genmab running the Phase 1/2 study and Incyte co funding and supplying its KRAS G12D inhibitor. The partnership gives Incyte deeper exposure to gastrointestinal oncology through a KRAS targeted combination approach, timed alongside fresh oncology data at the ESMO 2026 Congress that can shape...