jaybe

552 posts

jaybe

jaybe

@jbdotdotdot

Biotech investor, science-enthused, long-term horizon, learned things the hard way...

Katılım Ocak 2020
219 Takip Edilen266 Takipçiler
jaybe
jaybe@jbdotdotdot·
@5_utr You can’t spell claudin without claud…
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NonsparseOncologist
NonsparseOncologist@5_utr·
Once we can use next generation AI to allow for tumor-informed ctDNA and gut microbiota adjustment to select for biomarker-enriched next-frontier actionable mutations for a scalable solid tumor strategy, genuine Precision Oncology will be finally achieved! Bingo!
Dr Rishabh Jain@DrRishabhOnco

Claudins - The Next Big Solid Tumor Target? A major 2026 review in Nature Reviews Cancer dissects why CLDN proteins are rapidly emerging as precision oncology targets Here’s what every oncologist should know: 🧬 What are Claudins? Tight junction transmembrane proteins maintaining epithelial polarity. Frequently dysregulated and overexpressed across solid tumors. 🔥 Why they matter in cancer •Promote proliferation •Drive EMT & stemness •Modulate fibrosis •Shape immune microenvironment •Contribute to therapeutic resistance 🎯 Therapeutic breakthrough CLDN18.2 targeting has achieved regulatory approval - validating claudins as druggable surface antigens 🚀 Therapeutic platforms in development •Monoclonal antibodies •ADCs •Bispecific antibodies •CAR-T cells •Intracellular pathway targeting 🧠 Precision angle Surface overexpression + subtype correlation + biomarker-enriched selection = scalable solid tumor strategy. Claudins may follow the HER2 playbook. From barrier proteins to immunotherapy targets. 📖 Full review: Nature Reviews Cancer 2026 #OncoTwitter #MedTwitter #PrecisionOncology #Immunotherapy #TargetedTherapy #GastricCancer #GIOncology #SolidTumors #ADC #CART @NatureRevCancer @ASCO @myESMO @OncoAlert @ESMO_Open

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jaybe
jaybe@jbdotdotdot·
AI concludes "retirement is the leading cause of death"...
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jaybe
jaybe@jbdotdotdot·
@CEOCorbus @bradloncar How to assign weights to inputs and connections that are unknown? Biology is not rational, it does not compute. Basic research must define parameters for ML to succeed. AI will disseminate state of the art, expediting hypothesis, but not conclusions.
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Yuval Cohen
Yuval Cohen@CEOCorbus·
I agree it can probably do 90% of the type of science that is routinely published in journals. Maybe even 98%. But no one will remember that science. It's either repetitive, minutely incremental or fraudulent. It's the big leap stuff that makes a real dent. The creative bit with AI I am not convinced about. It's amazing at mimicking and there is real vale to that. TBD i guess.
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Brad Loncar
Brad Loncar@bradloncar·
The Block layoff news was a big deal yesterday. I’m sorry to say that ML driven automated labs are going to do the same to lab jobs in life sciences that AI is starting to do to other industries.
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jaybe
jaybe@jbdotdotdot·
@5_utr The TP53 Y220C mutation occurs in approximately 1% of all solid tumors...
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Dan Rosenblum
Dan Rosenblum@sharkbiotech·
my single daughter looked at a house she figured she would invest her savings and pay the mortgage with the rent then I did the math with her doesnt work she would amost break even mortgage vs rent , but taxes insurance maintenance makes it untenable
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jaybe
jaybe@jbdotdotdot·
Art is a conversation between a set of intentions and the unintended consequences of making it. Art begins at the 2nd prompt...
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Jacob Plieth
Jacob Plieth@JacobPlieth·
So for some reason I've got my blue tick back. This is bizarre, as I've never paid Elon any money. Some kind of glitch?
Jacob Plieth tweet mediaJacob Plieth tweet media
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jaybe
jaybe@jbdotdotdot·
@torpedoswap Pre-trial conference set for Jan 9...2026.
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Swap
Swap@torpedoswap·
$BMYRT update - the court has denied most of BMS motion to dismiss the 2nd complaint. This essentially means the 2nd lawsuit is now live and moving forward. It will be 5 years!
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S A I ™️
S A I ™️@WallStSai·
$BMY Bristol Myers must face $6.7 billion lawsuit over delayed cancer drug, US judge rules Bristol Myers accused of delaying FDA approvals for three drugs Lawsuit linked to $80.3 billion Celgene acquisition reuters.com/world/bristol-…
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jaybe
jaybe@jbdotdotdot·
$MGNX Who remembers MGC006 from 2014? Up to MGC030 now, and only one approval for 'Marge'...subsequently de-commercialised.
jaybe tweet media
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jaybe
jaybe@jbdotdotdot·
$MRSN Why mersana@argotpartners.com? Because loose lips sink ships…
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jaybe
jaybe@jbdotdotdot·
Think we will see a record number of deals at #jpm26...
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jaybe
jaybe@jbdotdotdot·
@bioinvestor24 Looks promising, but what percent of PDAC is both MTAPdel and G12Dm? 20%?
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Bioinvestor24
Bioinvestor24@bioinvestor24·
$TNGX PRMT5 inh and $RVMD pan RAS inh show mutually exclusive mechanisms ( at least on paper ) one at the chromatin level and the other at cytoplasmic membrane ( for simplicity ). Also non overlapping toxicity ( no report of skin toxicity with TNG 462). Although animal studies to be taken with caution , but this synergy below is remarkable .. easily seen as dominating front line pancreatic and potentially other cancers. ( in lung ca , rate of double RAS mutation and MTAP deletion is higher than ALK pos tumors. Look at some ALK companies silly valuation $NUVL)
Random Biotech Thoughts@RandomBioThinks

@Banana_Oncology Specifically this slide is what people need to look at $TNGX

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Dr. Nick
Dr. Nick@NotthatkindofDr·
@GermanBiotech Is the abstract published somewhere? Not attending the conference this year but don’t see it posted 🙏
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German Biotech
German Biotech@GermanBiotech·
It will be exciting to see whether $ZYME has succeeded in validating its ADC technology for the first time. The launch of a webcast reflects a certain optimism on the part of the company. ir.zymeworks.com/news-releases/…
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jaybe
jaybe@jbdotdotdot·
@Mykalt45 @CrossBridgeBio Somewhere between $0 and $500M, depending on who you (get to) present the ppt to…
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Michael Torres
Michael Torres@Mykalt45·
What’s a next generation ADC company with their own linker and built for dual payloads that will be in the clinic next year worth?! @CrossBridgeBio
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Bioinvestor24
Bioinvestor24@bioinvestor24·
@houndcl Are the macrocyclic peptides more difficult to manufacture in bulks ?
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