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Biobb
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Biobb
@lcccc333
Full-time biotech investor. Tweets are not financial advice. Long only. Self count: 130.
Katılım Mayıs 2025
143 Takip Edilen0 Takipçiler
Biobb retweetledi

The benefit of adjuvant pertuzumab and trastuzumab according to estrogen receptor and HER2 expression: a Sub-analysis of the APHINITY trial
buff.ly/dJbHQV8
In the phase III APHINITY trial of HER2🧬 positive early #BreastCancer , adding pertuzumab to trastuzumab and chemotherapy🧪 improved invasive disease-free survival across biomarker-defined subgroups. The greatest benefit occurred in tumors with low HER2 FISH ratio and positive estrogen receptor status, while smaller gains were seen in other groups, particularly HER2 FISH-high/ER-negative disease.
Findings were exploratory, consistent across molecular subtypes, and support future biomarker-guided treatment strategies in future clinical decision making.
@ElisaAgostinett
@serenadicosimo
@aftimosp
@noam_ponde
@gabri_gentilee
@eiger_daniel
@matteolambe
@LoiSher
@E_de_Azambuja
@DrSGraff @ErikaHamilton9 @double_whammied @maryam_lustberg @raalbany @hoperugo @stolaney1 @SirohiBhawna @jamecancerdoc @JavierCortesMD @JaniceTNBCmets @Prof_Nadia_H
@nataliagandur @acampsmalea @FernandoOnco @ElisaAgostinett @to_be_elizabeth @realbowtiedoc @Lucarecco @GaiaGriguolo @JankovicK
@MarioBalsaMD @Onco_Cifu88

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ctDNA vs pCR in early breast cancer (HER2+/TNBC)
Prospective PREDICT-DNA study shows:
• ctDNA after neoadjuvant therapy does NOT reliably predict pCR (NPV 60%)
• But it is a powerful prognostic marker
Key signals:
• Post-NAT ctDNA+ → ↑ recurrence risk (HR 8.9)
• Post-surgery ctDNA+ → extreme risk (HR 128)
• ctDNA− after surgery → 94% 5y IDFS
👉 ctDNA outperforms pCR for risk stratification
👉 Potential to guide escalation/de-escalation strategies
@OncoAlert
ascopubs.org/doi/10.1200/JC…
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Biobb retweetledi

Abvx jumped 110 to 135 in Feb on antifibrotic data in the same TNBS model in which PDE4 has demonstrated better antifibrotic profile.
Pali shockingly got sold on even better antifibrotic data and better CD potential.
Ovid went up big on infantile spam indication addition which is likely to fail. Vigabatrin only works in ~25% patients with high relapse. May be works better with prednisolone combo.
Hopefully Pali gets due credit now that geopolitics has appear to calm and many PRs lined up in next few days.
dough@semodough
$PALI Piper investor meetings in Boston and NYC (April 8-9, respectively); 2) virtual IBD KOL call (April 13th; 1pm ET). PRICE: US$2.00 TARGET: US$25.00 PALI-2108 demonstrated impressive signs of endoscopy improvements with consistent supportive findings from the biomarker and translational data.
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Biobb retweetledi

🧬 APHINITY biomarker analysis: who benefits most from adjuvant pertuzumab?
New data in JNCI refine the role of dual HER2 blockade in early breast cancer.
🔹 Phase III APHINITY sub-analysis (n=4,782 evaluable)
🔹 Pertuzumab + trastuzumab + chemo vs placebo
Key findings:
🔸 Benefit observed across all subgroups
🔸 ⭐ Greatest benefit: ER+ / HER2 FISH-low (HR 0.70)
🔸 Smaller effect in HER2-high / ER− tumors
🔸 No clear differences by intrinsic subtype
💡 Clinical insight:
Not all HER2+ tumors behave the same, ER status + HER2 expression level may refine patient selection for escalation.
⚠️ Exploratory → hypothesis-generating, needs prospective validation
🔗 academic.oup.com/jnci/advance-a…
@ElisaAgostinett @JNCI_Now @myESMO @ASCO
@kevinpunie @matteolambe @MartaPerachino @acampsmalea @FuenteApolo
#BreastCancer #HER2 #PrecisionOncology #OncoTwitter #MedicalWatch

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Biobb retweetledi
Biobb retweetledi
Biobb retweetledi

$SNY still needs Dupi successor⤵️
Need: High
Urgency: Moderately High
Desperate: Not Yet
Potential Targets
1st: $APGE best fit to defend Dupi w/ least friction
2nd: $NKTR novel MOA differentiated biologic hedge
3rd: $CRVS highest upside, cheapest oral option, most asymmetric
4th: $KYMR ambitious oral franchise rebuild, challenging full-company buyout
"#lunsekimig eczema failure means Sanofi is no closer to having a guaranteed successor to its blockbuster dermatitis drug Dupixent as the patent cliff approaches"
fiercebiotech.com/biotech/sanofi…
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