Journalist @ ApexOnco. The Wolverine Of Biotech / Mr ASH. Once had a blue tick. Interested in: oncology. Not interested in: what stock you bought today.
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!
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
The
#WCLC24
late-breaker you've all been waiting for: Akeso's Harmoni-2 trial of $SMMT ivonescimab in 1L PD-L1 ≥1% NSCLC, vs $MRK Keytruda. Via Caicun Zhou
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.
$SMMT Akeso ivonescimab looks pretty convincing in Harmoni-2, but did Keytruda perform in line with KN-042 & KN-024? I've done a handy comparison
#WCLC24
Car-T breakthrough in a solid tumour? AbelZeta GPC3-targeting C-CAR031 (same construct as $AZN AZD5851) yields 50% ORR in late-line liver cancer. Via
@apexonco
->
#ASCO24
cc Sotio $TAK & $GILD
$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
$MRK $MRNA neoantigen immunotherapy mRNA-4157 (mostly) lives up to its billing in adjuvant melanoma. Now on to phase 3. Via
@evaluatevantage
from
#AACR23
->
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
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
I will no longer have access to crass commentary, fawning interviews and regurgitated press releases. I ask for your understanding at this difficult time.
$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
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.
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
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
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!
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
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.
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
Interested in ADCs? Here's my take on the crop at
#ASCO24
this weekend (outside the crowded space of HER2, Claudin18.2 etc), via
@ApexOnco
-> $CRBP $CSPHF $BNTX $PFE $MKGAF $GSK