Who won #ESMO25 and who lost? Via @ApexOnco https://t.co/EWzHIIH1Ck $IOBT $CELC $RCUS $CGEM $IDYA $NUVL $AGEN $GILD $DSNKY $INCY $CATX $LPTX $OLMA $SMMT $AVBP $GMAB $EXEL $CGEN $ZLAB $RHHBY
Good morning biotwitter! If you're catching up with #ESMO25 here's what we've published over the weekend https://t.co/lzhy6k4Raz Stocks to watch this morning: $GMAB $CELC $IOBT $MRUS $INCY $RCUS $AVBP $SMMT $NUVL $IMTX $OLMA $CGEM
@NotGenentech @JackSha90859576 This is the official version $CELC https://t.co/03HA6ORQmS
$CELC reveals OS data in wild-types, and sets the bar for gedatolisib's upcoming PIK3CAm catalyst https://t.co/8Kpk4Z10Pl #ESMO25
@JackSha90859576 I quite like the V-1 data, but there are some things that don't make sense. What's the actual MoA of gedatolisib? Why did $PFE sell it to $CELC for just $5m?
R Hurvitz mentioning mPFS of 14.6mth for gedato triplet in PIK3CAm in phase 1 might have freaked people out, since Piqray+Faslodex (Victoria-1 comparator) has 11.0mth on its label. Hence $CELC update by PR, citing 19.7mth for intermittent dosing #ESMO25
Also we now have OS numbers from $CELC Victoria-1. Pretty high crossover, so let's wait to see what the FDA makes of this #ESMO25 https://t.co/RvrkRbaKHM
Supplementing some $CELC gedatolisib data in Victoria-1 PIK3CA w/t, as presented this am at #ESMO25. Hyperglycaemia is indeed much lower (9.2% for doublet, 11.5% for triplet), but discussant Alessandra Gennari called out stomatitis, which looks pretty bad in comparison https://t.co/ecF0byYcGw
Roche, Celcuity $CELC detail successful advanced breast cancer studies https://t.co/vRTOblO9Ki via @DrewQJoseph #ESMO25
$IOBT (-75% this am), $LPTX, $CELC & some other #ESMO25 late breakers, via @ApexOnco https://t.co/FAEqm9otw5 $EXEL $RHHBY $AZN
$CELC delivers with asset $PFE jettisoned for $5m. How do the data compare vs others? My analysis via @ApexOnco -> https://t.co/ZYdevZvCV8
@avidresearch So lower than 96% (all grades) and 26% (gr3/4)? $CELC
$CELC opens +210%. Market cap $1.6bn.
So how did $PFE manage to get this so wrong? Limited gedatolisib monoRx activity? Decision to focus on other mechanisms like CDK2, CDK4, ER, KAT6? $CELC
@alexsgrowth More relevant are other pan-PI3K/mTOR inhibitors, like $LLY samotolisib, and why these bombed. $CELC
@avidresearch Yes, but that's quite a subjective statement. Actual numbers would have been more reassuring $CELC
$CELC back-of-cigarette packet comps (PIK3CAm included just for completeness) https://t.co/4Sm52BTpYK
Main bear point so far is $CELC saying virtually nothing about hyperglycaemia in Viktoria-1.
$CELC PFS curves for the triplet & doublet PIK3CA-wt cohorts https://t.co/AeezMzJzrs
$CELC obv
$CELC embargo shenanigans. Fierce apparently published this ~1 hour ago https://t.co/Ho63aaPzKX
@sharkbiotech The thing $CELC bought from $PFE for $5m?
