Seedy is not long enough $ABVX, however I’m old enough to remember when $ABBV spent $21B to buy half of ibrutinib.
@A_May_MD @PersimmonTI $ABBV will buy them all.
$LLY Kelonia tech is based on a modified, inactivated lentivector, so similar to $GILD Interius, $ABBV Umoja & $AZN Esobiotec. $ABBV Capstan uses lipid nanoparticle mRNA. https://t.co/omoGt4MvaM
Since my 2024 look at CCR8 a lot has happened: $BMY $GILD $ABBV upsized; $ONC Bayer $ZLAB (& soon $AMGN?) discontinued. @BatirtzeAreitio investigates, via @ApexOnco -> https://t.co/hUweyScpAN $CHRS $RHHBY
So $LLY not interested in oncology applications of Orna's in vivo Car-T? $ABBV $AZN $BMY $GILD https://t.co/wB3rR5LID8
Interesting disclosure from $ABBV Q4 presentation: ABBV-901 is an anti-FRα ADC - so trying to improve on Elahere given the threats of $GMAB $LLY etc? https://t.co/X1RDASBmcp
If $ABBV BTK degrader ABBV-101 has been discontinued (Evercore ISI confirms to us that it has) that's good news for $ONC & $NRIX -> https://t.co/aF1sORkqDY
What could possibly have gone wrong indeed! Looks like $ABBV has all but discontinued the anti-GARP MAb livmoniplimab. Via @ApexOnco -> https://t.co/aF1sORkqDY
$ABBV pays $650m for a seat at the PD-1 x VEGF bispecific table - and check out that waterfall. Biggest #JPM26 deal so far? Via @ApexOnco -> https://t.co/DV3smu5YSb $SMMT $MRK $BMY $BNTX
If you missed the #ESMOIO25 poster, high-dose RC148 + docetaxel showed cORR 67% (n=21) in post-checkpoint NSCLC; half of patients PD-L1-ve. Chinese data, but still! $ABBV $SMMT $BMY $BNTX
In today's PD-1/VEGF news: $SMMT submitted ivonescimab to the FDA in Q4, as it promised to do, but chose to disclose the filing today... I guess to get a JPM bump? No PDUFA date assigned yet, so.... And $ABBV enters the party, picking up a PD-1/VEGF antibody from China's Remegen for $650M upfront. Recall, Pfizer paid $1.25 billion upfront for its Chinese antibody from 3SBio. Does all of this have the odiferous whiff of TIGIT? We'll know a lot more later this year. #JPM26
$ABBV paying $650m up front for Remegen's PD-1 x VEGF bispecific RC148 #JPM26 $SMMT
@bgrphc @bio_clouseau It's a close-run thing as to whether $ABBV has a worse track record than $MRK when it comes to overpaying for acquisitions.
@bio_clouseau It's good if leaking the deal raises the share price and causes the buyer to pay more, which was presumably the aim of $RVMD and/or its bankers when they leaked it. But $ABBV told them where to go, so in that case the leak backfired.
@DmitryKovalchuk $ABBV $ABVX Three common letters! It's obvious, right
No $ABBV $RVMD deal, per an Abbvie spokesperson, per Bloomberg. Huh...
$ABBV taking out $RVMD would certainly check the #JPM26 big M&A box. $20B plus deal.
$ABBV in advanced talks to acquire $RVMD, per WSJ
Really, it's not at all like rova-T, honest!!! $ABBV
Funny $ABBV saying absolutely nothing about paying Zelgen $100m for a DLL-3 T-cell engager (H/T @chuminhua432). @ByMadeleineA earlier take on this biparatopic T-cell engager -> https://t.co/nm9YAZ3DUF $AMGN
Interesting flurry of activity in LRRC15: $IPN.PA today licensed Simcere's SIM0613 (ADC). $LNTH prepares to take LNTH-2403 (Lu-177 radioTx) into phase 1. In Jan $ZLAB did deal with Medilink to develop ZL-6201 as an ADC. [ $ABBV earlier abandoned ph1 samrotamab vedotin]
$LLY Jaypirca looks best... up to a point. Via @ApexOnco from #ASH25 https://t.co/SgHJrraNrI $ONC $AZN $JNJ $ABBV $NRIX
$GMAB $ABBV Epkinly approval for 2L follicular effectively scoops the upcoming #ASH25 data presentation https://t.co/3Wk2srPEs4
Here's $STRO first dual-payload ADC project, STRO-227. PTK7 seems like a risky target given $GMAB $PFE $ABBV experience https://t.co/nCERSesrPs
@jfais20 Absolutely fair point; $DAWN is skating on thin ice in PTK7 since $GMAB $PFE $ABBV have all failed.
AbbVie $ABBV is ending a decade-long partnership with Calico Life Sciences, an Alphabet-funded biotech company focused on aging research, and laying off chemists working on discovering new drugs. https://t.co/IYDibTu2O2 via @damiangarde
Pretty decent #ESMO25 data for $LLY Mablink-derived FRα ADC LY4170156, which is about to go into phase 3. 40% ORR in FRα 0-24% expressers! $GILD $ABBV $AZN https://t.co/ArytMgHh2e
Now $BMY buys Orbital for... $1.5bn! Focus seems to be autoimmune, but pipeline also includes some oncology work $AZN $ABBV $GILD $SNY $ALPMF https://t.co/rHXCOm2idI
Apparently #SITC25 is hosting a webinar on development of anti-CCR8 MAbs - mechanisms & clinical results. 22 Oct 2025 $CHRS $BMY $ABBV $RHHBY $AMGN $GILD $BGNE $FGEN $BNTX
Dragonfly's $ABBV deal over ABBV-303 appears to be the only one definitely still in place. $BMY terminated CC-96191 in Oct 2024. $MRK no longer mentions MK-4464. $GILD no progress on DF7001 since 2022.
$BMY confirms that it scrapped its 2017 NK-cell engager tie-up with Dragonfly. With $SNY $IPHA $AFMD $GTBP setbacks this modality looks like it's on borrowed time. Via @ApexOnco -> https://t.co/OCBrFB8P1P $MRK $ABBV $GILD
$ABBV goes from phase 1 straight into phase 3 with turmetabart adizutecan - an anti-SEZ6 ADC distinct from the Stemcentrx-originated (& now discontinued) ABBV-011 https://t.co/zQNHTkWsME
AbbVie $ABBV to acquire Gilgamesh Pharmaceuticals' bretisilocin program for up to $1.2B, inclusive of upfront payment and development milestones h/t Streetaccount
$ABBV gained an option over Simcere's BCMA x GPRC5D in Jan, now follows up with $700m for Glenmark's BCMA x CD38. Via @ApexOnco -> https://t.co/Hjv6djH7XU cc @PDRennert
ISB 2001 phase 1 results at #ASCO25, via Hang Quach $ABBV https://t.co/spL0a0YLHK
...technically a trispecific, of course. 2 target antigens plus CD3 $ABBV
Ichnos Glenmark's BCMA x CD38 bispecific ISB 2001 was covered by @ByMadeleineA at #ASCO25. Today licensed to $ABBV for $700m up front $JNJ https://t.co/eRXwEbxky9
NCI to license in vivo CD19 Car-T patents (specifically for autoimmune) to Capstan. Necessary to supplement IP behind CPTX2309? I wonder if US govt will get a cut of the $2bn from $ABBV, LOL! https://t.co/QUp0vyDxAT
@MaverickNY Proof will come once $ABBV decides whether to opt into UB-VV111, I guess.
Vote of confidence for $ABBV collaboration with Umoja, or quite the opposite?
Can teliso-A outdo teliso-V? $ABBV reckons so. Via @ApexOnco -> https://t.co/ivkDG6v3JQ #ASCO25
