Emerging Protein Degradation Trends and CAR‑T Synergies
What gets missed in the hurly burly of a conference with many highlight reels? Here we explore emerging trends to watch out for when it comes to protein degradation/glues, & combination opportunities w/ CAR-T cells. Time for some reflections: https://t.co/hyBvFnDl5B https://t.co/kTgQ38K7p4
GSK's New CEO Targets Proven Science, Eyes Obesity Drugs
The FT's report on GSK's $950M deal to buy 35Pharma and its pulmonary arterial hypertension drug includes an interesting unnamed insider's quote that new CEO Luke Miels is going after assets where "the science is relatively settled." Maybe leaning into...
Circulating piRNAs May Predict Elderly Survival and Longevity
Strong claim that needs independent replication: "Our findings provide compelling evidence that circulating smRNAs—especially piRNAs—are powerful predictors of survival in older adults and potential biomarkers of longevity" https://t.co/oi4220zxGY https://t.co/yk3MX4VdQj
Novo's Vivtex Deal Could Unlock Superior Oral Obesity Meds
With Vivtex deal, Novo gains a chance at better oral obesity drugs https://t.co/DhIelbC9jI by @gwendolynawu $NVO #obesity
China's Asset Prices Rise, Ending Bargain-Basement Era
Assets from China are ubiquitous but China is no longer the 'bargain basement' in terms of deals. Will be interesting to see how rising prices impact deal interest https://t.co/yM3P28QCDc $XBI $IBB $BBC https://t.co/W61XACPX7O
TrumpRx Cuts Cash Prices, but Offers Little New Savings
President Trump negotiated lower prices for some drugs on TrumpRx, but discounts only apply to cash paying patients not using their insurance. Many drugs already had big discounts through manufacturers or coupons, and some have generic equivalents that are already...
Trump Pushes Secret Drug Deals Into Law Despite Opacity
President Trump has called for his deals with drug companies to be enacted into legislation. It's hard to know what that means since the deals are not public.
Bull Slams Wedbush's ABVX Report as Terrible
Lot's of requests to discuss the Wedbush report on $ABVX today. It's a doozy. Obviously I'm a biased bull so sure, take my thoughts with a grain of salt, but this is truly, awful work from my perspective....
FDA Says Data, Not Numbers, Prove IBRX Benefit
Th FDA is absolutely correct, and confirms what I’ve said all along. This $IBRX @DrPatrick “lymphopenia” push means nothing until or unless they come up with real data showing patient benefit. The “number” doesn’t matter.
Former Pfizer CMO Joins $HELP, Credibility Boosted
$HELP adds former Pfizer CMO Dr. Freda Lewis-Hall to its board. Big pharma credibility bump. Now the pipeline has to earn it. https://t.co/CK7PsBE9B8
FDA Needs Clear Standards for Rare Disease Trials
If FDA is serious about moving with urgency in rare disease, the key question is evidentiary standards. Speed matters. But clarity on what constitutes “adequate and well-controlled” in ultra-small populations matters more. Predictability > rhetoric https://t.co/XVXg71NmGq
AI Must Model Dynamic Biology, Not Static Proteins
There is one major barrier blocking AI from truly reshaping biology and no one is talking about it. Biology is not static. Most AI breakthroughs so far have treated proteins, cells, and systems as frozen objects. That abstraction worked to get...
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Given 1mg/week of Zepound showed 0.7% reduction in A1c in trials, and so is actually an efficacious dose, this microdose would just be $30/month. (Would imply using for longer than recommended after opening).
Hepta‑refractory Myeloma Arises via Sequential CD38
The evolution to hepta-refractory myeloma involves sequential loss of CD38, BCMA and GPRC5D [Feb 17, 2026] Riedhammer et al. @LeukemiaJnl https://t.co/EyGBz7sEQz #mmsm #PrecisionMedicine #caxtx
Vir Surges After Astellas Partnership and T‑cell Data
Vir climbs on Astellas deal, study results for ‘masked’ T cell engager https://t.co/336c9FJdjt by @Lilah_Alvarado $VIR + 27% $JANX $ALPMY
Novo Slashes GLP‑1 Prices; Palvella Spikes on Data
Novo to cut GLP-1 drug prices; Palvella soars on study data https://t.co/UAs4IETgPX $NVO $PVLA+ 32% $GOSS $VNDA $PFE #biotech
Roctavian Withdrawn, Exposing Science‑to‑market Gap
Failing to find a buyer, BioMarin is voluntarily withdrawing Roctavian from the market. A fitting end for what was once one of the highest-profile gene therapies in development — and a reminder of the gap between promising science and a viable...
Novo Highlights New Data on Triple‑Target Obesity Therapy
Novo, searching for a spark, spotlights new data for three-pronged obesity drug https://t.co/pPo9Oc1wlF $NVO $LLY #obesity
FDA Draft Guidance Boosts Individualized Therapy Innovation
FDA Issues Plausible Mechanism Pathway Draft Guidance to Spur Innovation for Individualized Therapies https://t.co/OZW6Q27zMa via @Inside_PM
Immedica Secures Accelerated Approval, Plans PRV Sale
Immedica wins accelerated approval for once-rejected rare disease drug, plans to sell PRV - https://t.co/wU3AfqQzjw
Agentic AI Revolutionizes Biomedical Research, Featured in Nature Biotechnology
Our perspectives piece on Agentic AI for biomedical research has been published in Nature Biotechnology https://t.co/PpFeGcvv0x #agenticAI #artificialintelligence #agents https://t.co/xoADUc7T7K
Slate Secures $130M, Launches Chinese Headache Drug
Slate starts up with $130M and a headache drug from China https://t.co/6DEltQAI8s by @gwendolynawu #biotech #startups $HLUBF
NVO Triple G Shows Higher 24‑Week Response Than LLY
Cross trial and China data caveats, but 19.7% at 24 weeks for $NVO triple G looks quite good. Probably a few % points better than $LLY triple G at 24-week timepoint. https://t.co/ylgf4vTEOq
Vevye Rapidly Narrows Gap to Miebo Despite Head Start
So the key here is look at how quickly $HROW's Vevye is catching up with $BLCO's Miebo - this is happening despite the Miebo head start (which provides a waterfall effect from refills) and way more extensive detailing and DTC...
Investors Overvalue Cagrisema Despite
Who are the people who thought cagrisema was worth this much for $NVO? I want to find and study them. The cross trial comparison data that we already had clearly showed Cagrisema was worse than $LLY by essentially the...
Prime-Edited Therapy Restores Immune Function in Teen
Below is the story of the first patient treated with a prime-edited therapeutic, developed by @PrimeMedicine in a trial led by Dr. Élie Haddad and his team at CHU Sainte-Justine. This teenager suffered from chronic granulomatous disease (CGD), an immunodeficiency,...
Gilead Deal Validates FDA One‑Trial Path, Boosts IMMX
$GILD $ACLX $7.8 billion acquisition 68% premium, Ph3 just starting. Validates new FDA policy for a single pivotal trial validated by BLA acceptance. Large pharma moving faster, de-risked. $IMMX thesis and data grows stronger, 95% (CR), same parallel strategy, and clear...
Key Differences Between Anti‑cel and Cilta‑cel Explain GILD Deal
By chance I was writing about anito-cel vs. cilta-cel on Friday, not knowing $GILD acquisition was coming down the pike. There are some crucial differences between the two products to take note of, which may explain why they were...
FDA Issues Guidance on New Individualized Therapy Pathway
Building off the Baby KJ success story: FDA unveils long-awaited guidance on new pathway for individualized therapies - https://t.co/Uetp1cGFq2
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
Rival Drug Wins, Costs Us Marketing Gold
That feeling you get when you run a head-to-head study and the rival drug beats you out. Spending a fortune to hand your competitor a marketing message. Sometimes it feels like $NOVO is snake bit. $LLY https://t.co/gGUjl6iqPg
Bayesian Designs Decide Faster than Frequentist Group Sequential Methods
Goal-Driven Flexible Bayesian Design presentation updated w/comparison of performance of frequentist group sequential designs: https://t.co/QCZ6DQrm07 . Frequentist approach takes far too long to make a decision by controlling something that is NOT an error prob. #Statistics #rct https://t.co/X2knbmzTuX
Trump's Drug Pricing Deals Promise Lower Consumer Costs
My @CNBC segment on how President Trump's drug pricing deals will achieve many of the initial aims set out by tariff proposals, with respect to reshoring drug manufacturing, and how the biggest consumer impact in terms of lower drug costs...
Doctor-in-the-Loop AI Enh
Evaluating a doctor-in-the-loop AI-agent for multiple myeloma chart reviews [Nov 3, 2025] Karla Mariana Castro Bórquez et al. @HealthTree #ASH25 abs25-15262 PID 4424 https://t.co/MvBeHqOxCg #mmsm #AI #EMR #RWD https://t.co/onY817NfVr
Histopathology Genomics Predicts Myeloma Risk in 1,429 Patients
Individualized treatment risk stratification using histopathology-based genomics prediction in multiple myeloma: A multicenter Study in 1429 participants [Nov 3, 2025] Rajanna et al. @DrOlaLandgren #ASH25 abs25-11635 PID 4008 https://t.co/gOprMCjfgh #mmsm #AI #oncopath https://t.co/pjikEsgfHC
Race‑agnostic AI Accurately Predicts M‑protein in Myeloma
Race agnostic models maintain accuracy in predicting M-protein levels in multiple myeloma [Nov 3, 2025] @rahul2u et al. #ASH25 abs25-11347 PID 2810 https://t.co/A27ozBoW8h #mmsm #AI #CancerDisparities https://t.co/ubJ6NGMFUE
Unstructured Serum Data Hinders AI in Myeloma Care
Unstructured serum electrophoresis data limits real world AI models in multiple myeloma: Evaluation of 384 institutions across United States [Nov 3, 2025] @MalekEhsanMD et al. #ASH25 abs25-11278 PID 2809 https://t.co/mAC8l7xnaG #mmsm #cancerdisparities #hpeonc https://t.co/veJxBV5S0N
Patients Favor Step‑Up Dosing for Teclistamab, Talquetamab
Patient perspectives & preferences for step-up dosing and treatment w/ teclistamab & talquetamab: Insights from a patient survey [Nov 3, 2025] @JayHydren et al. @RahulBanerjeeMD abs25-8335 PID 6354 https://t.co/pRlflaSb2I #mmsm #Tcellrx @HealthTree https://t.co/3I9nwsxZMx
Patient‑Centered Registry Accelerates Multiple Myeloma Care
The HealthTree Cure Hub registry: A patient-centered, multicenter approach to advancing multiple myeloma care - Jorge Arturo Hurtado Martínez et al. @HealthTree #ASCO25 Abst e19569 https://t.co/X2pdaIDYth #mmsm
Most Myeloma Patients Prefer Shared Decision‑Making
Patient Preferences on Clinical Decision-Making in Myeloma: A 747-Patient Survey [Dec 7, 2024] @ManniMD1 et al. - @HealthTree https://t.co/jATJRKEfB2 #ASH24 Abst 2281 #mmsm HT @Taxkourel
Side Effect Severity Shapes Patient Autonomy in Myeloma Care
Patient-Centered Care in Hematology: How Side Effect Severity Influences Decision-Making Autonomy in Relapsed Refractory Multiple Myeloma [Dec 8, 2024] Martinez et al. #ASH24 Abst 706 https://t.co/l7SHPBwbna #mmsm HT @Taxkourel
Strong Care Team Ties Shape Myeloma Treatment Choices
The effect of care team-patient relationship on decision-making in relapsed/refractory multiple myeloma - @MyelomaTeacher et al. @HealthTree #ASCO24 Abstract e19530 https://t.co/Ss5LZHH0Oj #mmsm
Patients Reveal Hopeful Views on Myeloma Cure
A survey on the patient perspective on cure in multiple myeloma [Oct 9, 2022] @ManniMD1 et al. @HealthtreeMM @TheLancetHaem https://t.co/1XhKT7AWGi #mmsm
Patient‑Driven Platform Accelerates Multiple Myeloma Research
.@HealthtreeMM Hub: A Patient-Derived, Patient-Driven Clinical Cancer Information Platform Used to Overcome Hurdles & Accelerate Research in Multiple Myeloma [3/10/22] @NSweeneyPhd @AhlstromJenny @FaithEDavies1 @mtmdphd @JCOCCI_ASCO https://t.co/WOwLb9Eozv @myelomacrowd #mmsm https://t.co/dZzhU3N32Q
Patient Portal Streamlines Myeloma Imaging and Pathology Reporting
. @HealthtreeMM Patient Portal mediated myeloma patient reported diagnostic imaging and pathology testing - @NSweeneyPhd @AhlstromJenny @mtmdphd J Clin Oncol 38: 2020 (suppl; abstr e20565) #ASCO20 https://t.co/CRLXETpeMm #mmsm #oncorad #oncopath https://t.co/m1UGDimLWm
Low‑dose Dexamethasone Improves Survival in Newly Diagnosed Myeloma
Lenalidomide + high-dose dexamethasone (RD) vs lenalidomide + low-dose dexamethasone (Rd) as initial therapy for newly diagnosed multiple myeloma: an open-label RCT [10/22/2009] @VincentRK et al. @TheLancetOncol https://t.co/hXxlFINejC #NCT00098475 #EAonc E4A03 #mmsm #caxtx #ctsm https://t.co/FjBnt6yIox
Daratumumab Boosts Revlimid Efficacy in Smoldering Myeloma
#EAonc EAA173 - Daratumumab to Enhance Therapeutic Effectiveness of Revlimid in Smoldering Myeloma (DETER-SMM) - PI: @nsc_natalie https://t.co/VtBMJUjI5X Activated: Apr 30, 2019 #mmsm @eaonc #NCT03937635 @VincentRK @mweissmdphd https://t.co/QdWETmSoiR
New Trial Compares Dara‑Bor‑Dex vs Cy‑Bor‑Dex for Myeloma‑Induced Kidney Damage
EAA241 - Ph 2 RCT Dara-Bor-Dex vs Cy-Bor-Dex in the treatment of Newly Diagnosed Multiple Myeloma with Light Chain Cast Nephropathy (LCCN) [Study activated 8/11/25] @keruakous https://t.co/1NgvVZ3fTA #NCT07085728 #mmsm @eaonc https://t.co/paGRlHV1Dv
Novavax Targets S1 and S2 for Broader Protection
Novavax (unlike the mRNA vaccines) generates antibodies to both S1 and S2 units of the spike protein - explaining why it provides somewhat broader protection. I've personally gotten Novavax every time it was available at vaccine time.
Foresite Capital’s Key Criteria for Investing in Biotech Startups
22February: What does @ForesiteCapital look for in the therapeutics and instrument startups in which it invests? Read founder & CEO @JTananbaum MD's response + more insights from him and the firm's Michael Rome PhD in my latest Q&A interview for...