@bioinvestor24 Are they going to update us after every CT scan?
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FormerlyGenentech
3.1K posts
$ERAS CEO is way ahead of me. I expected an update Oct -Dec time line
Opposite of $VKTX guy 😂
Still has an upcoming update on $ERAS pan K RAS inh in H2
Will probably hear other updates on the colon cohort and even combinations ?
Bioinvestor24@bioinvestor24
$ERAS updated the USA pancreatic and colon cancer cohort At 32 mg 57% RR in 2+ L PDAC - $RVMD daraxonrasib reported about 30% RR in 2L. The story of higher RR is building in both lung and pancreatic Also 4 pts cleared DLT on 16 mg in colon ca in combo with EGFR ab. Notably daraxonrasib could not be combined with same ab due to rash Several phase 3 registration trials in 2027 Exciting progress
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FormerlyGenentech retweetledi
Pretty cool
Yago Garitaonaindía@YGaritaonaindia
📣 New in #EJC: among PD-(L)1 responders, durability tracks response depth, not tumor type Our nationwide cohort 🇩🇰: 2,127 responders (#melanoma, #RCC, #NSCLC) • Within CR & within PR, PFS near-identical across tumors • PR vs CR = dominant factor Two papers, two faces of the same coin 🪙: response depth, not tumor type, drives the risk of acquired resistance to IO Trial-level (@JNCCN) + real-world (#EJC), same conclusion Cheers to @DoniaMarco & @CCITdk Full paper 👇👇 #LCSM #IO
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FormerlyGenentech retweetledi
A lot of people (1) not understanding that this is what a tech is worth in industry and (2) not knowing that in biotech "research associate" is masters level and below.
“paula”@paularambles
$65k to help build the future of biology in san francisco the first experiment is whether you can survive on that
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FormerlyGenentech retweetledi
US biotechs turn secretive as they fear competition from rising Chinese industry - endpoints.news/us-biotechs-tu…
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GSK announces positive results from phase III ARTEMIS-008 trial. Risvutatug rezetecan (Ris-Rez), a B7-H3 ADC, shows superior survival over topotecan in pts with relapsed SCLC. Await full dataset but would still favor tarlatamab here. @OncoAlert
otp.tools.investis.com/generic/regula…
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FormerlyGenentech retweetledi
Quote of the Day : "AI Is really cool and no one knows what to do with it." - @matthewherper on @BiotechCH Pod Live
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Amazing, given the design of Artemis-008 and its virtual irrelevance to western SoC, that $GSK even bothered to press release this otp.tools.investis.com/generic/regula…
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@RickMedChem @AppleHelix They probably realized that RLTs are not desirable and limit QoL.
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@AppleHelix Novartis buying an ADC company? Interesting. I thought they were all in radiopharmaceuticals.
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Another ADC acquisition. This time novel payload (N-Myristoyltransferase inhibitor)
$NVS to acquire Myricx (UK based) for $1.1B u/f + $0.4B backend.
Seeded by Sofinnova Partners (Maina Bhaman) and Brandon Capital (Jonathan Tobin).
Series A co-led by Abingworth (Jayson Punwani) and Novo Holdings (Michael Bauer)
$114m series A was exactly 2 years ago. So this must be a very good return.
businesswire.com/news/home/2026…
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@JacobPlieth Would love to see a Glp/Tox study with this ADC+payload. Can't imagine a large therapeutic index.
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Myricx Bio's secret sauce: an N-myristoyltransferase inhibitor (NMTi) ADC payload, from Robin Carr poster at #WorldADC23. Just acquired by $NVS for $ 1.1bn.
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@MKaw13 @ArndtVogel @Esmo CLDN18.2 ADCs have produced decent phase I data in PDAC. Relying on effector function in a cold tumor was never going to be successful.
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@ArndtVogel @Esmo Why right target? I do not see any argument from this data that would support CLDN18.2 as plausible target in PDAC.
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Zolbetuximab plus gemcitabine and nab-paclitaxel in CLDN18.2+ metastatic PDAC: phase II GLEAM study
@ESMO-GI
👉Primary endpoint not met, no OS & PFS benefit
👉Toxicity manageable
🧐Not the right drug, but maybe the right target
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@Markuseckstein3 C-Met is highly expressed in PDAC. HER2 is not.
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Yes true, and MET too. But I wonder how this is explained. In pan Destiny02 ORR in 25% pdac patients was 4%, while for other ADCs ORR then ranges between 10(which is in line with poor tdxd findings) versus 40% (for MET eg). What’s your explanation for this discrepancy ? Tdxd is an active drug though right now probably one of the most efficacious ADCs.
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Do we understand PDAC? These tumors have a particular desmoplastic stroma, are hypovascularized, and exhibit proven high osmotic pressure in their stroma. As indicated by the 0% ORR achieved by T-DXd in 2/3+ PDACs and the lack of additive value from zolbetuximab (also an antibody), this cannot be explained solely by chemoresistance. Anti-PD-1 antibodies were also inactive.
There is no strong evidence for this, but antibodies probably cannot reach PDAC tumor cells. This is underscored by the 0% ORR to T-DXd, while some patients respond to small-molecule chemotherapy.
How can we overcome this? Potentially with next-generation small peptide compounds or direct tumor stroma remodeling.
Arndt Vogel@ArndtVogel
Zolbetuximab plus gemcitabine and nab-paclitaxel in CLDN18.2+ metastatic PDAC: phase II GLEAM study @ESMO-GI 👉Primary endpoint not met, no OS & PFS benefit 👉Toxicity manageable 🧐Not the right drug, but maybe the right target
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@PersimmonTI How would RevMed even fit into their existing portfolio...
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i think that $JNJ acquires $RVMD for around $60 billion.
and probably pretty soon.
$xbi
Persimmon Tree Investments@PersimmonTI
i do think that $RVMD will be acquired..
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KRASi + anti-EGFR + Chemo in 1L more compelling (similar to BRAFmut CRC).
Paolo Ciracì@p_ciracimd
Results from the phase 3 KRYSTAL-10 trial (2L KRAS G12C-mut mCRC): 👉 adagrasib + cetuximab did not meet its dual primary endpoints of PFS and OS vs chemo ± anti-VEGF/R 👉 ORR was numerically higher (47% vs 16%) @OncoAlert #ESMOGI26
Suomi
Results from the phase 3 KRYSTAL-10 trial (2L KRAS G12C-mut mCRC):
👉 adagrasib + cetuximab did not meet its dual primary endpoints of PFS and OS vs chemo ± anti-VEGF/R
👉 ORR was numerically higher (47% vs 16%)
@OncoAlert #ESMOGI26
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@3Lz3Lo3A @AndrewE_Dunn More likely they will discover the biologists were too constrained in their thinking, domain hoppers often win
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NEW: Anthropic announces it is developing its own preclinical drug programs
No specifics provided beyond a focus on neglected diseases
"To build the right models, products and tools, we need to live it along with all of you," Eric Kauderer-Abrams, Anthropic life sci head, says
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