Jacob Plieth

@Jn66039675 @BiotechCH No, 2.5bn was the biobucks amount.

@JacobPlieth @BiotechCH lilly paid 2.5B

$NVS paying $2bn for Synnovation's SNV4818, after $LLY paid $1.5bn for Scorpion's STX-478. Mechanistically, seems like good news for $RLAY, bad for $OKUR & $COGT

Imagine being Synnovation: you raise ~$140m from VCs, put the money towards a Parp1 inhibitor that generates underwhelming clinical data. Then along comes $NVS and gives you $2bn for a PI3Kα asset that wasn't even your priority. Crazy!

@HartungIngo @pharminghunting LOL, good spot

@JacobPlieth @ApexOnco Do I have to rebook my plane tickets? Seems like #AACR26 moved north?

$MRK's PD-1 x VEGF bispecific reveal, & other key #AACR26 presentations, via @APEXONCO -> oncologypipeline.com/apexonco/node/… $RVMD $AMGN $GILD $BCYC $SDGR

@NotthatkindofDr @Mykalt45 ...and why stop at 4??

@JacobPlieth @Mykalt45 Who will be the first to 4!? 😂

Triple-payload ADC? Sure, why not! ARC-401 from Araris Biotech, targets Nectin-4, has 2 x topo1i payloads + MMAE #AACR26 abstractsonline.com/pp8/#!/21436/p… cc @Mykalt45

$AMGN's likely discontinued anti-CCR8 MAb #AACR26

As ever, I did warn you. You're welcome! $BCYC

Back in 2023, @JacobPlieth wrote about potential issues with $BCYC's approval plan for zelenectide oncologypipeline.com/apexonco/bicyc…

@geneman10 Hmm, yes. Also waiting for the phase 3 design reveal oncologypipeline.com/apexonco/sanof…

@JacobPlieth @ApexOnco Showdown with Precem-TcT (not mentioned in your article)?

$CTMX efficacy wanes, but varseta-M still looks good. Shares +64% now! Via @ApexOnco -> oncologypipeline.com/apexonco/node/… $JANX

Obv we're still desperate for more data on CCR8, but this $BMY imzokitug ph1/2 trial expansion is barely credible. 185 -> 949 patients?! #version-content-panel" target="_blank" rel="nofollow noopener">clinicaltrials.gov/study/NCT04895…

Since my 2024 look at CCR8 a lot has happened: $BMY $GILD $ABBV upsized; $ONC Bayer $ZLAB (& soon $AMGN?) discontinued. @BatirtzeAreitio investigates, via @ApexOnco -> oncologypipeline.com/apexonco/node/… $CHRS $RHHBY

Is CCR8 the new Claudin18.2? @ApexOnco analysis of an I-O mechanism that's quietly become hot: oncologypipeline.com/apexonco/ccr8-… $CHRS $BMY $ABBV $RHHBY $AMGN $GILD $BGNE $FGEN

@STL_Biotech Yes, I think so. As I wrote before, it would have been unrealistic for ORR to remain near 30% $CTMX

@JacobPlieth Pretty typical ORR decline for ph1 update and doubling N id say, and still above benchmarks, base-case?

My $CTMX expectations, from earlier this month

$CTMX

So: $CTMX efficacy falls from 28% (n=18) to 20% (n=56) across all 3 doses. Efficacy for 2 highest doses falls from 31% (n=13) to 26% (n=39).

Who knew $REGN was developing an anti-GPRC5D T-cell engager? clinicaltrials.gov/study/NCT07455… $JNJ $PFE $BMY