Dr Jeremy Skillington

@andrewpannu @sleuthinsights Great word, Andrew. I'd appreciate a PDF.

BMS just spent $1.5B on Orbital Therapeutics. Here's what the in vivo cell therapy landscape looks like now: I used @sleuthinsights to aggregate 113 assets and mapped 107 across 51 select players. Some takeaways: First, a statistical breakdown of the landscape: • Stage: 86% clinical vs. 14% preclinical • TA: 58% oncology, 17% I&I, 18% both, 8% other • Geo: 54% US, 35% China, 5% Both, 6% Other • Targets: 30% CD19, 37% Other, 32% N/A The BMS acquisition is the latest in a string of Pharma interest: • ABBV / Capstan ($2.1B) • AZN / Esotec ($1B) • GILD / Interius ($350M) Autoimmune disease has been in focus across these deals - and for good reason. Despite high annual costs ($60-80K per year), most patients don't respond or only partially respond to existing treatments And since Pharma always needs more blockbusters, it's easy to see the commercial appeal: • 100+ autoimmune diseases affect 15-20M Americans (4.5% globally), with rising incidence due to lifestyle / environmental factors and improved diagnosis • Unlike most cancers, I&I patients can be young, meaning a near-curative therapy option has a lifetime of benefit and cost savings • It's a massive market with $100B in aggregate economic burden; for context, the US has 80K annual NHL cases vs. >1M SLE cases The space is still very early, and based on management comments, these deals primarily provide platform optionality. Compared to ex vivo cell therapies, an in vivo approach can be safer, more scalable and more convenient, while still offering a potential functional cure. The safety bar is much higher in AID than oncology and there are a lot of options (including many generics) to cycle through already, so the playbook is to demonstrate efficacy in the most severe, non-responding patients first and build up data to progressively move towards earlier treatment lines. Multi-year remission is the goal. But there's real risk these therapies get stuck in later lines. TCEs have been a thorn in cell therapy's side across both oncology and AID - easier dosing, better scalability, cheaper pricing, no lymphodepletion requirements and still solid remission rates. Add in the fact that I&I indications are tightly managed by payors who prefer cycling through cost-effective options first, and the commercial path could narrow considerably. Still, Pharma is clearly seeing enough upside in the platform potential to place big bets - a string of readouts in 2026+ will look to validate that conviction. If you're building or evaluating this space and looking for real-time intel to guide BD or investor workflows, get in touch to learn more about Sleuth's offerings. And as always, comment below for a hi-res PDF!

@WearyOLeary @EasternWFL Well said, Willie. A gentleman and wonderful coach to Kate. Player welfare a priority. He’ll be missed.

@EasternWFL An absolute gent. Philip was a great coach and mentor for the kids. The subtle kind things he did won't be forgotten. Always had the kids' interests at heart in everything he did. Thinking of his family at this sad time. Rest in peace, Philip.

All at the EWFL send their sincere condolences to the family & friends of Phil Henry who has sadly passed away. Phil a much loved character throughout the football family, gave many years of dedication & development to players throughout the game. Ar dheis De go Raibh a Anam

@AnnBruen Condolences, Ann. May she rest in peace.

A fiery sunrise over the Baily lighthouse and a beautiful full moon this morning. My first ever sunrise without my Mum who sadly passed away early this morning. She was one of a kind. Tá mo chroí briste 💔

@katemooney08 Congratulations, Kate. Delighted for you. Best of luck!

Proud to have signed my first professional contract, excited to get to work ❤️🖤

@roose_jeroen @immunox @UCSF Woah - flashbacks galore from another era - 1998 to 2002 in the Derynck lab to be precise. Thanks for sharing. Must revisit!

In 2016, several of us imagined @immunox and other focal programs @UCSF. Paired with rejuvenation of the Parnassus campus. Very exciting to see this materializing. 🙏🙏 to many pushing for this huge change @UCSF

@Breebio @DkIT_ie Fantastic. Congratulations, Ronan.

Honoured to receive the @DkIT_ie "Established Researcher in Teaching & Learning" award today. The summation of a fun and rewarding career in research to date, originally in STEM, now in T&L. Thanks to all who have mentored, supported, collaborated + motivated me along the way.

@richardaskwith A great read! Inspiring to keep on running as the years advance quicker than expected!

Looking for a last-minute gift for Father’s Day? If your dad’s a runner who isn’t as young as he used to be, maybe he’d like this:  tinyurl.com/preview/28ygns…  (Signed copies available on request.

@jimfromcork @MTU_ie @CorkCitySports @delneff Flashbacks to the glory days! Great times.

Adios to our running track ⁦@MTU_ie⁩. Many happy memories going round in circles. Looking forward to its rebirth for the ⁦@CorkCitySports⁩ ⁦@jerskillington⁩ ⁦@delneff⁩

A great outcome to our clinical trial. Very excited what POLB 001 can offer patients with inflammatory conditions including severe influenza.

Very encouraging clinical data from our LPS challenge study. A great start to 2023 following a very productive 2022.

Highly recommend. Thanks for getting me across the finish line last year, John.

@gerard_odonovan @jimfromcork @MTU_ie @PennyDinnersCor @MTUArtsOffice @jimfromcork has come a long way from S1B in 1988! I knew him when...Proud of you, James. Donation to @PennyDinnersCor on the way.

Wonderful performance by @jimfromcork tonight @MTU_ie #Sinatra #stories #songs #singalong, well done Jim for an amazing one-man show and for giving of your time for such a worthy charity @PennyDinnersCor and @MTUArtsOffice for organising and supporting this event 👏👏👏

Excited that @PoolbegPharma has received this funding to accelerate development of our oral vaccine platform with outstanding collaborators.

@jimfromcork @pure_cork And Jupiter.

Moon over the Lough ⁦@pure_cork⁩ tonight.

Interesting article and angle: Focus has been on preventing severe disease but people who are unlikely to develop severe COVID-19 have no widely approved medications to ease the illness.

@mahony_ray @runningincork @TheCorkMarathon Well done you, Ray! Fantastic stuff.

@runningincork @TheCorkMarathon in 2019 I was a very unhealthy, inactive 20 stone. Took up walking to lose weight and improve my wellbeing. Yesterday I took part in the Cork Half marathon. Thrilled with my time and the whole experience. It's never too late to start

Thank you @TheCorkMarathon for a very well organized run yesterday. Not even the rain could dampen the cheering crowds. Loved running a lap around my hometown and achieving my sub-4 goal. Rest now. 🏃🏻‍♂️

Alright, @TheCorkMarathon, let’s do this!

@nuigalwayfc @nuigalwaysport @NUIGalwayAlumni Legend! Liam used to let me borrow his car in the 1990s so 5 players could get to away games. The club always came first. Well deserved recognition!

Congratulations to Professor Liam Spillane on being awarded an FAI Centenary award for his outstanding contribution to third level football. Liam was presented with the award at the recent IUFU AGM 👏 @nuigalwaysport @NUIGalwayAlumni

@SSEAirtricityLg @shelsfc Side angle. Great celebrations!

First goal for @shelsfc at Tolka Park this season 👌 Listen to that crowd 🗣️ #LOI | #LOITV