Tri‑complex RAS Inhibitors: 40k Compounds,
Came across this great talk from $RVMD's Adrian Gill on @drughunter_com about the development of probably one of the most important oncology drug classes in history : Tri-complex RAS inhibitors. It's not too technical so non-chemists can follow as well. Synthesized 40,000 compounds, solved over 1500 tri-complex crystal structures and generated 4 clinical programs in 6 years. https://t.co/XkTJ2bhShQ
T‑cell Engagers Face Uncertain Future Amid Mixed Readouts
T cell engagers for I&I will have a lot of clinical readouts this year. This update (report from MS) from $AMGN on blinatumomab last week doesn't bode well for the class and it's unclear if next gen formats will...
Morgan Stanley Flags IL‑23 Combos, Seeks Novel MOAs
Immunology combination studies from Morgan Stanley ahead of DUET data next week. These are mainly coformulations of established drugs, it would be more intriguing to see novel MOAs added to an IL23 backbone. https://t.co/dde8MpBhUR
LUT014 Shows Promise for RASi‑Induced Skin Rash
*Disclaimer : the company developing LUT014 is a Pontifax portfolio company.* Mechanistically LUT014 should be effective in RASi induced-rash as it was designed to activate RAS signaling in the skin so using it topically could de-couple RAS inhibition in the tumor...
Oncology Revenue Dominated by Few Classes, KRAS Next.
Great tables from Wedbush listing small molecule oncology and hemonc drugs ordered by approval date. I counted ~20 different classes for solid tumors and ~6 for liquid, most revenues are driven by a handful of classes that reached multi...
New AD Combos Outpace Dupilumab, Injection Frequency Drops
Atopic dermatitis landscape from Wedbush. Looks like there are two parallel vectors: lower injection frequency ( $APGE ) and combining new mechanisms with IL13/IL4R. So far $JNJ's IL13+IL31 failed (the only one to be directly compared to dupi) while $PFE's...
CTMX Shows Higher ORR Than Temab‑A, Needs Validation
Late line CRC therapies in development following $CTMX's data this week (from Guggenheim). A lot is riding on $CTMX's 10 mg/kg cohort which had just 19 evaluable patients (3 patients were excluded so ITT response rate is lower) so this needs...