Jacob Plieth
@JacobPlieth
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Journalist @ ApexOnco. The Wolverine Of Biotech / Mr ASH. Once had a blue tick. Interested in: oncology. Not interested in: what stock you bought today.
London, UK
Joined October 2012
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Wells Fargo out last night with an amazing analysis of gene therapy clinical holds since 2018. Split by therapy type, company, length of hold, how resolved etc. Well worth getting hold of!
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Personal update:
I no longer have anything to do with Evaluate Pharma / Vantage Analysis.
More news anon!
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A short history of NK cells:
2013: Car-T is great, and we'll have Car-NK soon!
2016: uh-oh, you can't edit NK cells and you can't freeze them
2020: oh yes you can!
2023: uh-oh, NK cells don't expand so you'll can't achieve a high enough dose
$FATE $NKTX $IPSC $IBRX $AFMD
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Drug that doesn't work gets approved. Truly a great day for biotech! $BIIB
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Word reaches me of another biotech takeover involving a hot new I-O target. Stay tuned for news tomorrow.
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Today I start as a journalist at Oncology Pipeline, heading up opinion/analysis to supplement the amazing database already in place. New website being launched soon.
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My humble take on the p value debate. Many thanks to biotwitter for the inspiration
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Word reaches me that a competitor has published a CAR-T report costing $8,000. TOP TIP: save yourself $8,000 and read my report for free
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If only nature had given the egg some kind of hard, protective coating each one wouldn't need to be put in its own plastic pot
#JPM20
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Hi everyone. Instead of a story today how about this handy graphic? $MRNA $BNTX $ABUS $PFE
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Attention oncology companies. This overall survival curve is now enough to get your drug approved by the US FDA $AVEO
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Now there's a PR headline you don't often see $NKTR $LLY
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So $JNJ challenging $AZN for League One dominance, while $BNTX $PFE $MRNA $NVAX fight it out in the Champions League
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Everything you wanted to know about combination studies involving anti-PD(L)1s. A new report from
@EPVantage
#ASCO17
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And check out this graphic on the flow of radiopharma assets (h/t Yuan Zhi @ B Riley) $PNT $LLY $NVS $TLX.AX $LNTH $ACIU $RYZB $ATNM $FUSN $YMAB
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Nice
#AACR22
data from $AFMD, but now the big challenge of the Redirect study approaches. Via
@evaluatevantage
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Isn't it amazing to watch investors in cult biotech stocks work their way inexorably through the five stages of grief?
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$JNJ Cartitude-1 results for JNJ-4528 (bispec BCMA Car licensed from Legend Biotech), via Deepu Madduri
#ASH19
$BLUE $BMY
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I don't even want to know how much some "consultants" got paid for cutting off part of an S
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$MRK $MRNA neoantigen immunotherapy mRNA-4157 (mostly) lives up to its billing in adjuvant melanoma. Now on to phase 3. Via
@evaluatevantage
from
#AACR23
->
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Updated list of failed PD-(L)1 studies $BMY $MRK $RHHBY $AZN $PFE
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Huge news for the Lag3 field: $BMY relatlimab combo looks almost as good as Yervoy combo - with just a third of the severe tox. Via
@evaluatevantage
#ASCO21
$IMMP $NVS $MRK
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$DTIL joins $ALLO & $CRSP with allo Car-T disappointment. But is has a plan to deal with poor persistence (hint: not redosing!).
#ASH21
story via
@evaluatevantage
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Massive PFS benefit (HR=0.16) for Tagrisso in Laura trial of stage III EGFRm NSCLC. But note 81% rate of placebo patient crossover.
Study effectively becomes OS comparison of maintenance Tagrisso vs Tagrisso on progression.
Via S Ramalingam $AZN
#ASCO24
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Amazing that it's possible for a biotech stock to fall 14% when I've not said a single thing about it.
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After a missed connection and a (non-sleepless) night in Seattle, I finally made it to
#ASH23
. First things first:
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Super smart comments from Stifel analysts on $FATE today $NKTX $AFMD $IPSC $IBRX
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How many deaths have there been on CD19 CAR-T studies? I decided to find out. Via
@EPVantage
$JUNO $KITE $NVS
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More data from Schett's group on Car-T in autoimmune disease
#ASH23
8/8 complete remissions in lupus $CABA
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I will no longer have access to crass commentary, fawning interviews and regurgitated press releases. I ask for your understanding at this difficult time.
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Car-T therapy in 3rd-line DLBCL
$DTIL $ACET $ALLO $CRSP $CRBU
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Updated list of failed PD-(L)1 studies after this morning's $RHHBY Imvigor-010 setback $MRK $BMY $AZN $PFE
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$AFMD +50% on AFM24 + Tecentriq in EGFR w/t NSCLC: 1 ongoing CR, 2 ongoing PRs, 1 relapsed PR
#ASCO24
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What bear market??
#Jefferies23
London healthcare conference is PACKED. Busiest I can recall in 10+ years of attending. Jefferies just had to hire overflow capacity for meetings.
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$PFE $MRK $SGEN Padcev + Keytruda in 1L urothelial EV-302, via Thomas Powles. Survival benefit irrespective of cisplatin eligibility or PD-L1 status. New SoC
#ESMO23
$BCYC
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Car-NK, Car-NKT, Car-gammadeltaT & Car-cytokine-induced killer cell therapy studies, via Dr Katy Rezvani
#AACR21
$NK $FATE $NANT $IBRX $SNY
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BREAKING: $AZN Covid vaccine to be branded Covexit in the UK.
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Heads up:
#AACR21
begins next month.
@evaluatevantage
brings you the key presentations to look for:
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Last night in Basel:
Hey boss. We just inadvertently leaked the Skyscraper-01 interim analysis. With full stats. And KM curves. That's not so bad, is it? $RHHBY
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NBE becomes the second Ror1 company to be taken out in 5 weeks. Via
@evaluatevantage
Relevant for $ONCT $KAN.ST
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CAR-T 2.0 continues to generate interest, but what are the new entrants actually doing? My take on $PSTX $TSRR & $DTIL
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$BIIB "We're going to put out the most ludicrously unbelievable PR today."
$BMY "Hold my beer."
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A success for gamma-delta Car-T at last. My take, plus what's been happening since 2019, via
@evaluatevantage
$ACET $IMTX $INAB
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$ONCT cirmtuzumab: 7/15 PRs in Her2-neg breast cancer (paclitaxel combo); no DLTs; 8/8 pts with tissue available showed Ror1 expression by IHC
#AACR21
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To summarise EMA's most up to date safety numbers on Covid-19 vaccines:
$AZN 169 CVST cases + 53 of splanchnic vein thrombosis; 34m vaccinated
$BNTX $PFE 35 CVST cases, 54m vaccinated
$MRNA 5 CVST cases, 4m vaccinated
$JNJ 3 blood clots with low platelets, 4.5m vaccinated
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$BNTX BNT211 (anti-CLDN6 Car-T) + mRNA innunotherapeutic, with automated production. Patients preselected for Claudin6 expression (expressed in 90% of testicaular cancers, apparently)
#Asco23
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Tired of T-cell exhaustion? Then read this: a special
@evaluatevantage
guest feature on a key aspect of Car-T biology, by none other than
@PDRennert
->
#AACR23
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If you're $LLY why not file solanezumab tomorrow? Serious question. $BIIB
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My presence on biotwitter is as before: I’ll still be doing my best to offer independent commentary on oncology trial data, deals etc, and still reporting from key cancer conferences.
Many thanks for the many messages of support, and sorry for not replying to them all!
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A pivotal hit for Claudin18.2, but biomarker diagnosis is essential. Quick take on the
#GI23
abstract just published, via
@evaluatevantage
$ALPMY
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Big catalyst coming up in H1 for $AFMD. Can it repeat MD Anderson's success in a trial with some important differences?
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If you're interested in CAR-T manufacturing & infusion success rates, I knocked up this comparison $KITE $NVS $JUNO
#ICML2017
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Good morning! Bayer just acquired Asklepios for $2bn. Another gene therapy deal.
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$MRK blasts $BMY out of the water... again. This time in renal cancer. My take on KN-426 data at ASCO
#GU19
$EXEL $PFE
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$RHHBY Bill Anderson: “these are data you might expect from CAR-T, but we can put the drug in a vial and stick it on a truck.”
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All hail the US's 9th PD-(L)1 drug $CHRS
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Lots of interest around this
#Asco23
poster: $SGEN $PFE anti-ITGB6 ADC SGN-B6A. 23% ORR in head & neck, less impressive in NSCLC. Fair amount of tox
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In case people wonder what I get up to on the weekend.
Results thread 🧵 from the weekend👇
@ByMadeleineA
4th W40,
@JacobPlieth
12th M50 & Colin 9th M65 at the British Masters XC in 🏴
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Here's my attempt to summarise what we know about CAR-Ts against BCMA in the clinic $BLUE $NVS $KITE
#ASCO17
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Very good. Now do $SRPT
Given the ongoing interest and questions, today I requested that
@OIGatHHS
conduct an independent review and assessment of interactions between representatives of Biogen and FDA during the process that led to the approval of Aduhelm.
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This is great, courtesy of Bert Vogelstein
#AACR17
. Anyone trolling me with mouse data now gets this slide
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Just catching up on Stifel's amazingly detailed recent note on EGFRm NSCLC. Well worth reading if you can get hold of it $AZN $BDTX $BPMC $BBIO $CCCC $THRX
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Some
#Esmo22
late-breakers:
Dalpiciclib (SHR 6390) CDK4/6
Oleclumab $AZN CD73
Immotion-010 $RHHBY
Leap-002 $ESALY $MRK
Camrelizumab 1L liver
Rationale-301 $BGNE
Naporafenib (LXH254) $NVS
RLY-4008 $RLAY
Krystal-1 $MRTX
EV-103 coh K $SGEN
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KITE-439, a TCR targeting HPV-16 E7, in HPV-16+ve epithelial cancers, via C Hinrichs. 2 of the responses are unconfirmed
#ASH18
$GILD
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Let me just get this straight: a PRECLINICAL asset (KITE-585) had an $820m carrying value on $GILD 's balance sheet?
$GILD also booked an $820M impairment charge for its BCMA program.
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Could this become the world's first approved engineered TCR therapy?
@evaluatevantage
take on $ADAP Spearhead-1 data from
#ASCO21
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Breaking footage from the $REGN boardroom on seeing FDA have absolutely no problem with accelerated approval of $DAWN tovorafenib.
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And we are live with ApexOnco, the editorial arm of OncologyPipeline:
Enjoy!
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My very own imposter account! Now I've really arrived on biotwitter.
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A reality check for CAR-T. My take on the leading players'
#ASH15
data, via
@EPVantage
$NVS $JUNO $KITE
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How much anti-PD(L)1 activity is ongoing in China? A LOT $BGNE $MRK $RHHBY $BMY Via
@Vantageanalysis
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$MRK just said it recently posted its 1,000th study of Keytruda on CTgov. No joke!
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Company worth $53m gets $25m up front + $80m equity investment @ $365m valuation $CLLS $AZN
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Checking in on that
#Asco23
abstract drop non-event then:
$VSTM +126%
$ELEV +67%
$ITOS +30%
$RCUS +26%
$EFTR +25%
$CGEN +11%
$ZNTL +11%
$AFMD -5%
$AUTL -7%
$THRX -11%
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It's taken a long time, but $BNTX has some meaningful Car-T data at last. Combo with an antigen-encoding mRNA vaccine!
#AACR22
story via
@evaluatevantage
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