Jacob Plieth — V nice story from @Angus_Fierce on trial design differences & changes for PD(L)1xVEGF bispecifics https://t.co/qDp3VbH0H2 $BNTX $PFE $BMY↗
May 31
Jacob Plieth — Akeso's Harmoni-6 wins on survival. Now on to $SMMT Harmoni-3. Via @ApexOnco from #ASCO26 -> https://t.co/9Nj3NTaAI9 $BNTX $PFE $BMY $MRK↗
March 2026 · 1 mention
Mar 10
Adam Feuerstein ✡️ — BioNTech $BNTX founders to depart, form new mRNA-focused company https://t.co/hZCWBI8Yw0 via @DrewQJoseph↗
January 2026 · 3 mentions
Jan 14
Jacob Plieth — Seven days after $TIL pulled the plug, Immuneonco says it's still independently developing its PD-L1 x VEGF trap palverafusp alfa https://t.co/MVeWhOiLrv $SMMT $BNTX↗
Jan 12
Jacob Plieth — $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 $…↗
Jan 12
Jacob Plieth — 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 $BM…↗
December 2025 · 2 mentions
Dec 30
Jacob Plieth — 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 earlie…↗
Dec 8
Jacob Plieth — Still trying to verify if these are the OS curves for gotistobart from Esmo Asia, but yikes! $BNTX https://t.co/mWpkk8OM3C↗
November 2025 · 2 mentions
Nov 19
Jacob Plieth — 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 #Jefferi…↗
Nov 6
Jacob Plieth — $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…↗
October 2025 · 2 mentions
Oct 19
Jacob Plieth — 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↗
Oct 16
Jacob Plieth — 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↗
September 2025 · 4 mentions
Sep 24
Jacob Plieth — 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↗
Sep 8
Jacob Plieth — 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↗
Sep 7
Jacob Plieth — More doubts for $SMMT as the Harmoni guessing game continues at #WCLC25. Via @ApexOnco -> https://t.co/riemtQP53v $BNTX $TIL $BMY↗
Sep 4
Jacob Plieth — $BNTX starting phase 1 with its version of iza-bren $BMY (BNT3212 = EGFR x Her3 ADC)
August 2025 · 3 mentions
Aug 21
Jacob Plieth — Plus some other #WCLC25 presentations of note: https://t.co/xavXaIItJu $LEGN $TIL $NVS $BNTX $CADL↗
Aug 20
Jacob Plieth — #WCLC25 late-breaker & plenary preview, via @ApexOnco https://t.co/VJj3Bocr0A $SMMT $BMY $BNTX $NUVL $CGEM↗
Aug 8
Jacob Plieth — So... $BNTX still intends to buy $CVAC?? https://t.co/PMAn4idj1i↗
July 2025 · 3 mentions
Jul 31
Jacob Plieth — 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↗
Jul 31
Jacob Plieth — 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↗
Jul 21
Jacob Plieth — 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↗
June 2025 · 8 mentions
Jun 12
Jacob Plieth — $CVAC in with a bang, out with a whimper. Via @ApexOnco -> https://t.co/AkH71vUJrg $BNTX $MRNA↗
Jun 12
Jacob Plieth — @ExBridgewater @bradloncar LOLZ. No joke! $CVAC $BNTX https://t.co/tiwLA6JEN4↗
Jun 12
Jacob Plieth — @gmt9992 @bradloncar But they haven't paid anything, just issued some $BNTX stock to avoid the bother of litigation $CVAC↗
Jun 12
Jacob Plieth — 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 i…
Jacob Plieth — 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.↗
Jun 2
Jacob Plieth — How $BNTX turned $800m into $1.5bn, via @ApexOnco -> https://t.co/5BVk9OWMYr Who will be next? #ASCO25 $BMY $PFE $SMMT $TIL↗
Jun 2
Jacob Plieth — Also: $TIL got passed over by big pharma for the second time in two weeks??
$BNTX $BMY $SMMT $PFE↗
Jun 2
Jacob Plieth — 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!↗