HMPL‑A580 Confirmed as Anti‑EGFR ADC, Impacts ALXO
I speculated last month that HMPL-A580 was an anti-EGFR ADC https://t.co/XFDtZfWWkH and $HCM just confirmed that this is the case. Relevant for $ALXO
CTMX Soars 660% Ahead of Masked ADC Catalyst
$CTMX, +660% in 12 months, approaches its masked ADC catalyst. Via @ApexOnco -> https://t.co/oQI1iQiV4N ( $JANX -58% in the same timeframe)
Flare's GU26 Targets Undruggable PPAR‑γ, Yet Caveats Remain
Who's heard of Flare Therapeutics? #GU26 late-breaker shows promise in hitting "undruggable" PPAR-γ target, with a few major caveats. Via @ApexOnco -> https://t.co/1GepvywtL0
MRK's Ovarian Cancer Claim Rejected by FDA, EMA
$MRK claims a survival benefit in ovarian cancer irrespective of PD-L1 status, but FDA & EMA say BS. Via @ApexOnco -> https://t.co/Cld1O7Uuvp #ESGO26
Welireg Poised to Broaden Reach per GU26 Data
$MRK Welireg could be about to expand its reach at last. #GU26 data via @ApexOnco with relevance to $RCUS -> https://t.co/k59284INdK
RVMD Switches PRMT5 Partner From T
$RVMD was collaborating with $TNGX in PRMT5, but now it's working with $BMY (remember that ex MRTX project?). Via @ByMadeleineA @ApexOnco -> https://t.co/mGZjKOiB7p (And $AMGN still dose optimising.)
BCAX's Phase 3 Ficera Dose Raises Critical Concerns
Why is $BCAX testing a ficera dose in phase 3 that it now says isn't optimal (and other uncomfortable questions)? Via @ApexOnco -> https://t.co/mLWKP6AAZ9 $JNJ $GMAB
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
E
So $LLY not interested in oncology applications of Orna's in vivo Car-T? $ABBV $AZN $BMY $GILD https://t.co/wB3rR5LID8
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
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
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.
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
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
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
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...
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?
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
ATRA Rallies at JPM26, Eyes Upcoming FDA CRL
#JPM26 off to a great start for $ATRA. Looking forward to the FDA publishing the latest CRL.
Oncology IPO Outspends AKTS, $800M Funding, $205M R&D
So a nice first day trading for $AKTS, +24%, but here comes an oncology IPO of a quite different order: Eikon has had $800m private money invested in it so far (vs $140m for AKTS), and blew $205m on R&D...
