$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
Beautifully buried discontinuation of acasunlimab by $GMAB yesterday. A disaster that's been a long time coming, and remember GMAB went into phase 3 on its own despite $BNTX earlier pulling the plug https://t.co/W0l3Uarvr4
Still trying to verify if these are the OS curves for gotistobart from Esmo Asia, but yikes! $BNTX https://t.co/mWpkk8OM3C
Akeso CFO Bing Wang: we see ivo replacing $MRK Keytruda as the anchor across several settings. Biggest market is NSCLC - anchor there w/multiple combos, then expand beyond #Jefferies25 $SMMT $BNTX
$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
Fun facts from the #ESMO25 exhibition hall: $BNTX booth is almost next to $SMMT $IOBT booth is at least twice as big as $MRNA Menarini booth is FREAKIN HUGE
PD-1 x VEGF news: Shanghai Junshi says it's got FDA approval to start a US ph2/3 trial of JS207 head-to-head vs Opdivo in neoadjuvant NSCLC $SMMT $TIL $BNTX https://t.co/77Fpme5Pvo
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
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)
Plus some other #WCLC25 presentations of note: https://t.co/xavXaIItJu $LEGN $TIL $NVS $BNTX $CADL
#WCLC25 late-breaker & plenary preview, via @ApexOnco https://t.co/VJj3Bocr0A $SMMT $BMY $BNTX $NUVL $CGEM
So... $BNTX still intends to buy $CVAC?? https://t.co/PMAn4idj1i
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
Seems most of the $TIL PD-L1 x VEGF responses are unconfirmed at this point... why announce now?? $SMMT $BNTX $PFE https://t.co/MJyOCPEbho
Nerd alert! What do the latest proposed INNs tell us about $MGNX $AZN $BNTX $GSK $IVBXF and other ADCs? Via @ApexOnco -> https://t.co/vHyv47fFqn H/t @raffcolo
$CVAC in with a bang, out with a whimper. Via @ApexOnco -> https://t.co/AkH71vUJrg $BNTX $MRNA
@ExBridgewater @bradloncar LOLZ. No joke! $CVAC $BNTX https://t.co/tiwLA6JEN4
@gmt9992 @bradloncar But they haven't paid anything, just issued some $BNTX stock to avoid the bother of litigation $CVAC
Evercore ISI seems pretty convinced that $BNTX $CVAC deal is entirely about avoiding litigation, being struck 3 weeks away from a critical court trial. "Little value in this deal is ascribed to CVAC pipeline."
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!
