$BMY discontinues: BMS-986484 (CD40 x FAP MAb) RYZ101 in SCLC (still in ph3 for NETs, I think) Krazati in colorectal (ph3 Krystal-10 study gone!) https://t.co/ZTgvndoN5W
$MRK, a company with no CML presence, buys $TERN, a company that only pivoted to CML 2 years ago. And other surprises, via @apexonco -> https://t.co/MtOjGJmTfd $ELVN $NVS $PFE $BMY
@JacobPlieth FTC would have blocked a $NVS bid for $TERN, I think. $BMY buying $TERN made a lot of sense, and it needs it more than Merck. Maybe a higher bid is coming.
How did $BMY let $MRK buy $TERN?
$GILD picks KITE-753, and pits it head to head vs Yescarta (!). Via @ApexOnco -> https://t.co/lYZgRi0rge $BMY
Obv we're still desperate for more data on CCR8, but this $BMY imzokitug ph1/2 trial expansion is barely credible. 185 -> 949 patients?! https://t.co/gkyxNf2iX2
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
Who knew $REGN was developing an anti-GPRC5D T-cell engager? https://t.co/jyL1PAS0y5 $JNJ $PFE $BMY
$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.)
Important similarity between $LLY Orna's and $BMY Orbital's approaches to in vivo Car-T https://t.co/33fp8R6qnX
So $LLY not interested in oncology applications of Orna's in vivo Car-T? $ABBV $AZN $BMY $GILD https://t.co/wB3rR5LID8
$BMY Patent expirations and recent pipeline setbacks has made the outcome of the Cobenfy Ph3 study in Alzheimer's agitation a crucial moment for Bristol Myers Squibb. @damiangarde reports... https://t.co/IKu1JRxZzy
$CYTK Blum announces Myqorzo WAC price of $108,400 -- "parity slight plus" relative to $BMY Camzyos #JPM26
$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
Here are the Myqorzo and Camzyos black box warnings side by side $CYTK $BMY https://t.co/XnO8QG0QnU
JS212, Junshi's me-too iza-bren, just had its US IND accepted $BMY https://t.co/SeQLDcyinN
$BMY sends $PFE $TAK Adcetris a shot across the bows. Via @ApexOnco -> https://t.co/JW2jzGpKHf
@B_C_1776 Maybe that's why $BMY waited 3 years before filing https://t.co/vJXPqDdAGh
Hands up who before yesterday had heard of the SWOG S1826 study... 8 Apr 2026 Pdufa date for $BMY Opdivo + chemo in 1L Hodgkin's where it beat $PFE $TAK Adcetris: 3yr PFS FU via Alex Herrera @ #ASH25 https://t.co/gKPGs5tTOx
$JNJ Tecvayli (& $LEGN Carvykti) "entering a new era of resetting survival expectations in a cancer historically described as incurable". @ByMadeleineA @ApexOnco from #ASH25 on Majestec-3 https://t.co/yUP2j9tJjj $ACLX $BMY
$BMY should buy $TERN $BMY needs to buy $TERN If everyone else can make M&A predictions on this site, so can I.
Denominator shenanigans continuing with Car-T therapy, this time in marginal zone lymphoma, where $BMY Breyanzi just got approved. Is the ORR 96% or 82%? You decide https://t.co/vnaePtFVBy
Bristol Myers Squibb $BMY Announces Continuation of Cobenfy ADEPT-2 Phase 3 Study in Psychosis Associated with Alzheimer's Disease "the company identified irregularities due to clinical trial execution at a small number of study sites..." https://t.co/ghgNoJGBYd
Bayer’s Asundexian Met Primary Efficacy and Safety Endpoints in Landmark Phase III OCEANIC-STROKE Study in Secondary Stroke Prevention $BMY competitor https://t.co/yhK9lInluQ
@NotthatkindofDr I wonder if it's derived from $MRTX or some internal $BMY thing.
Big uh-oh for $BMY $JNJ Factor X1a anticoagulant program. Ph3 study halted for futility. https://t.co/amVbO86N6o
First-in-human study of BMS-986523 suggests that it might be a KRAS inhibitor of some sort $BMY https://t.co/Dx9K5cVcZB
$PFE moves its $1.25bn PD-1 x VEGF bispecific bet quickly into pivotal trials, with NSCLC & colorectal efforts mirroring $SMMT & $BNTX / $BMY. Via @ApexOnco -> https://t.co/cHrVj7CTpw
Here we go: 82% ORR with $CRBU CBP-010 (now has the INN vispacabtagene regedleucel). That compares with 83% for $GILD Yescarta, and 87% for $BMY Breyanzi, on a cross-trial basis.
CAR-T therapies from Cabaletta $CABA, Bristol Myers Squibb $BMY induce remissions in patients with autoimmune disorders https://t.co/Q3gqkkE8G5
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
If you're catching up with #WCLC25 news, @ApexOnco coverage can be found here: https://t.co/Jl2xGAtcZw $SMMY $IDYA $AZN $JNJ $BMY $ZLAB $BNTX
More doubts for $SMMT as the Harmoni guessing game continues at #WCLC25. Via @ApexOnco -> https://t.co/riemtQP53v $BNTX $TIL $BMY
$BNTX starting phase 1 with its version of iza-bren $BMY (BNT3212 = EGFR x Her3 ADC)
Cytokinetics $CYTK drug yielded benefits over common therapy in patients with heart condition, study shows https://t.co/pg3egDxRwq $BMY
#WCLC25 press briefing schedule is out Sat 6 Sep: two iza-bren studies $BMY Sun 7 Sep: Harmoni $SMMT & Arros-1 $NUVL Tue 9 Sep: $CADL
#WCLC25 late-breaker & plenary preview, via @ApexOnco https://t.co/VJj3Bocr0A $SMMT $BMY $BNTX $NUVL $CGEM
"Pharm to table" It's the clever buzzphrase bandied around by pharma insiders when promoting their plans to sell drugs directly to consumers. Cut out the insurers and the PBMs and we can lower drug prices (and get Trump off our collective backs), or so the pharma strategy goes. Except as my colleague @elaineywchen reports today, direct-to-consumer programs championed by $LLY $NVO $BMY $PFE and others are unlikely to make drugs more affordable. Drug makers may benefit in other ways, but consumers less so. Story link below....
What's up with the HK IPO of Biokin (Systimmune)? The resubmitted IPO document seems to have lapsed https://t.co/zHx7drGxiW $BMY
@Ivaj960612 @jq1234t $BMY https://t.co/s90FNBAO94
Did $TIL get a bargain when it bought a PD-L1 x VEGF bispecific from Immuneonco? You decide. Via @ApexOnco -> https://t.co/kwsOLp3y4f $SMMT $BNTX $BMY $PFE $MRK
Admirable effort by FDA's Deepti Telajara to present the current treatment paradigm for multiple myeloma $JNJ $BMY $GSK https://t.co/VfdzITcqRY
Guess who's about to take a SC anti-PD-1 into phase 3? Via @ApexOnco -> https://t.co/TNXStCSSIo $ONC $BGNE $RHHBY $AZN $MRK $BMY $PFE
PD-1 x VEGF is all very well, but how about PD-1 x Lag-3? 3SBio reckons it's worth taking into the clinic https://t.co/hPaa5ThMgd $PFE $BMY
Is $BMY BMS-986500 a CDK2 inhibitor? https://t.co/0GKMRRiKLm $PFE $RHHBY https://t.co/0NCG2palqG
Quite the tangled web: Dualitybio's Her2 ADC trastuzumab pamirtecan is licensed to $BNTX (of $BMY PD-L1 x VEGF fame) ex-China, and to 3SBio (of $PFE PD-1 x VEGF fame) in China.
How $BNTX turned $800m into $1.5bn, via @ApexOnco -> https://t.co/5BVk9OWMYr Who will be next? #ASCO25 $BMY $PFE $SMMT $TIL
Also: $TIL got passed over by big pharma for the second time in two weeks?? $BNTX $BMY $SMMT $PFE
So $BNTX turns $800m into $1.5bn in the space of 7mths, while $BMY makes $PFE look like it picked up a bargain. Long live PD-(L)1 x VEGF!
