Recent Posts
Social•Feb 12, 2026
ASCO GU26 Highlights Litespark, Keynote B15, Flare
Key late-breakers at Asco #GU26 include Litespark-011 & 022, Keynote-B15... and who's heard of Flare Therapeutics? Via @ApexOnco -> https://t.co/bXcANMQu5m $MRK $PFE $ALMPF $CGON $VIR
By Jacob Plieth
Social•Feb 9, 2026
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So $LLY not interested in oncology applications of Orna's in vivo Car-T? $ABBV $AZN $BMY $GILD https://t.co/wB3rR5LID8
By Jacob Plieth
Social•Feb 6, 2026
China Limits Keytruda to dMMR, US Not Restricted
Interesting difference: the corresponding US approval has no restriction to dMMR (remember PFS HR=0.60 in pMMR, but 0.30 in dMMR) $MRK
By Jacob Plieth
Social•Feb 5, 2026
ApexOnco IPO Highlights Valuation Benchmarks for Biotech
$EIKN prices at $18/share, to raise $381m at a $972m market cap. Here's @ApexOnco on what this IPO tells us: https://t.co/OYpmTI21qI
By Jacob Plieth
Social•Feb 4, 2026
Novartis Halts PIT565 T‑cell Engager Development
Confirmned discontinuation of $NVS PIT565, which seems to be a specifically targeted T-cell engager (also hit CD2). cf $AZN Titan platform.
By Jacob Plieth
Social•Feb 4, 2026
DSNKY's DS-3790 DXd ADC Begins Clinical Trials
$DSNKY's first DXd ADC for haematology, DS-3790, enters the clinic. As I reported last November: https://t.co/9CcbISqbqK
By Jacob Plieth
Social•Feb 4, 2026
New Antibody‑Drug Conjugates Unveiled in Latest Scoop
Several scoops among the latest ADC names. Via @ApexOnco with H/T to @raffcolo -> https://t.co/JxDmId0Q0A
By Jacob Plieth
Social•Feb 4, 2026
MRK's Interpath-001 Study Fully Enrolled
$MRK confirming that Interpath-001 study of $MRNA partnered intismeran autogene is "ongoing & fully enrolled". No further guidance as to timing of results, due some time in 2026. My earlier take on what to expect: https://t.co/9Pk3JK8TLs
By Jacob Plieth
Social•Jan 29, 2026
Leaked Data Reveals Mechanisms of JNJ and MRK ADCs
With a tipoff from a friend, and some info that probably shouldn't have been posted in a trial registry, the mechanisms of ADCs JNJ-95437446 $JNJ & SKB571/ MK-2750 $MRK have been revealed. Quite amazing given the recent $GMAB news. Via...
By Jacob Plieth
Social•Jan 29, 2026
SNY Drops Alphamedix, Opening Window for CATX
Looks like $SNY discontinued Alphamedix/ SAR447873, licensed in Sep 2024 from Radiomedix & Orano Med, h/t B Riley. @ByMadeleineA covered it at #Esmo25 and flagged dysphagia & renal tox. https://t.co/6L2O0c5cOA Good news for $CATX?
By Jacob Plieth
Social•Jan 15, 2026
Qilu Mirrors JNJ with New CD79b‑CD20 Trispecific
Qilu appears to be aping $JNJ in trispecific T-cell engagers. First BCMA x GPRC5D, now CD79b x CD20. Via @ApexOnco -> https://t.co/d4pBcl0MuF
By Jacob Plieth