RVMD and ALLO Illustrate Biotech's Enduring Success Struggle
Why $RVMD & $ALLO are a microcosm of biotech's historic struggle for success. Some musings from me on @ApexOnco -> https://t.co/3lWgzQplvc
ALLO May
Has $ALLO found a niche for allo Car-T at last? It's early days, so the answer is maybe. Via @APEXONCO -> https://t.co/bO3A1hpAY8
NVS Sells Darovasertib for $6M in Cash, Stock
Let's remember again that $NVS dumped off darovasertib for $2.5m in cash + $3.5m in $IDYA series B preferred stock.
ALLO's Alpha-3 DLBCL Data Set to Spark Pre‑Market Move
Key $ALLO catalyst coming pre market today, with first data from cema-cel's Alpha-3 study in DLBCL consolidation. What to look for: https://t.co/a19BVEppqP
Darovasertib Shows Promise in Optimum-02 Uveal Melanoma Trial
$IDYA darovasertib data from registrational Optimum-02 trial in uveal melanoma are out. What to look for: https://t.co/1LQa0X6xJa
Investors Demand Immediate Release of Market-Sensitive Data
This is getting quite tiresome: first $ORIC, now $ALLO & $IDYA. Why are you sitting on market-sensitive data rather than releasing it now? https://t.co/N8q95re7ho
IPHYF Falls Short of Promise, Future Uncertain
Of all the IO companies I've met and covered in the past ~15 years I'm struggling to think of one that's been more disappointing vs its initial promise than $IPHYF. Will it even last beyond Q3? Via @ByMadeleineA -> https://t.co/DepdZfDBdY
Prescribing CORT Lifyorli Differs From Cushing’s Experience
Here's prescribing info for $CORT Lifyorli -> https://t.co/i46Whl5lX6 Why so different from the experience in Cushing's? https://t.co/EqvbCApqHn
MRK Likely to Rerun TERN Study for Data
Based on previous form $MRK will probably now rerun the $TERN study, just to prove to itself that the data were real.
TERN's Termination Terms Hint MRK Could Be Outbid
For those wondering if $MRK might be outbid, here are the deal termination terms from $TERN https://t.co/TbM3rWyEoG
US Patients Access Zegfrovy via Apex Oncology
Another win for Dizal, but how do US patients get hold of Zegfrovy? Via @ApexOnco -> https://t.co/4GVjyHS9vz https://t.co/bjjrnZkNL6
NVS
$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
MRK Unveils PD-1/VEGF Bispecific at AACR26
$MRK's PD-1 x VEGF bispecific reveal, & other key #AACR26 presentations, via @APEXONCO -> https://t.co/ob1eswxCWF $RVMD $AMGN $GILD $BCYC $SDGR
Correct Lung Target, Yet IMMP’s
Lung (not head & neck) was the right choice for $IMMP to pursue in phase 3, but it still failed. Stock -89%. Sory via @APEXONCO -> https://t.co/Y1ilGP5Aqq
Servier's $2.5B DAWN Deal Closes Ojemda Saga
$DAWN acquisition by Servier for $2.5bn is quite the ending for Ojemda. Who remembers this RAF inhibitor's bizarre & convoluted history? $BIIB $TAK https://t.co/uD5drO9ymr
