Gilead updated clinical data at ASCO on TUB-040, its antibody-drug conjugate tied to the Tubulis buyout, with the latest readout presented as supportive of the program’s continued development in ovarian cancer. The updates were framed as evidence behind Gilead’s earlier acquisition decision and show how ADC portfolios are accelerating into earlier-line considerations. At the same meeting, Eli Lilly presented early data for a bladder cancer candidate positioned as a potential Padcev challenger, reflecting ongoing competitive pressure in urothelial cancer. With existing standards and drug-brand ecosystems already entrenched, ADC and next-generation antibody formats are being tested for efficacy and sequencing. Together, the disclosures underscore that ADC-heavy development strategies are using ASCO as a rapid feedback loop for trial continuation and potential registration planning.