Tubulis $GILD $MRSN $ZYME
$GILD
Gilead Sciences
first mention in our archive Jun 25, 2025 · latest 1mo ago
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Tubulis $GILD $MRSN $ZYME
$GILD picks KITE-753, and pits it head to head vs Yescarta (!). Via @ApexOnco -> https://t.co/lYZgRi0rge $BMY
$MRK's PD-1 x VEGF bispecific reveal, & other key #AACR26 presentations, via @APEXONCO -> https://t.co/ob1eswxCWF $RVMD $AMGN $GILD $BCYC $SDGR
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
@AppleHelix I thought $GILD had to come back after that initial deal to lock in the $ACLX binder tech specifically https://t.co/kFv4cdqNVV
@AppleHelix This is the tech $GILD locked in in Nov 2023 ($200m equity + $85m u/f) deal? $ACLX
Couple of deal notes: $GILD confirmed FDA acceptance of anito-cel application, but with decision date of Dec. 23, so no priority review. $ACLX gets the all-time high takeout price it wanted, if just barely. Still, not bad in an era where many deals are takeunders.
Dan O'Day saves the day. Congrats Rami! $GILD $ACLX
BREAKING: $GILD to acquire $ACLX for $7.8 billion, or $115 per share. Centerpiece of deal: Anito-cel CAR-T therapy for multiple myeloma. Full story here: https://t.co/10TuDYFDfG
So $LLY not interested in oncology applications of Orna's in vivo Car-T? $ABBV $AZN $BMY $GILD https://t.co/wB3rR5LID8
CT-gov quietly discloses that $AZN put Datroway into Tropion-Lung17 last Oct. Basically a do-over of Tropion-Lung01, but in non-squam and in TROP2 +ve only (using QCS assay?) https://t.co/cp2di8dcVf $DSNKY $MRK $GILD
Say hello to $AZN, last man standing in #tigit, and holder of an unconfortable similarity to $RCUS $GILD. Via @ApexOnco -> https://t.co/mqqRC9NaGZ
So where does this the #tigit Fc debate? Fc-active: $GSK $ITOS fail, $MRK fail, $RHHBY fail Fc-silent: $RCUS $GILD fail Fc-reduced: $AZN $CGEN ?
After $RHHBY #Tigit failed in Skyscraper-14 $RCYS $GILD terminate Star-221 for futility. Evidently someone was surprsed as $RCUS is -12% PM
"Rapid" Car-T manufacturing? It's more about product quality, less about speed. $GILD data at #ASH25 via @ApexOnco -> https://t.co/xCQTZN1RBQ
$GILD won't spell this out because it's still developing KITE-363, but KITE-753 looks meaningfully better - at a 10th of the dose! #ASH25 https://t.co/XjVAmLOM78
The harsh reality of so-called "fast Car-T manufacturing": $GILD still having to bridge ~35% of patients, just like $NVS was doing previously #ASH25 https://t.co/pdqppkDrCH
New data from Gilead, Arcellx multiple myeloma CAR-T suggest benefit over rival treatment https://t.co/h2TMrtrufE $GILD $ACLX $JNJ $LEGN #ASH25
Quick reminder: I make that 6,536 patients on late-stage rilvegostomig trials $AZN $GILD $RCUS #tigit https://t.co/Qy6CxQTCIc
Why have not one but two VC firms now bought into anti-TROP2 ADC development? @ApexOnco take on $GILD & $MRK's atypical tie-ups https://t.co/eYkRrrh4iu
$CRBU +175% premarket, opened +30%, now flat. My take on the latest Antler data, via @ApexOnco -> https://t.co/GNYYkqjUsm $ALLO $GILD $ACLX $LEGN
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.
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
At #ESMO25, AstraZeneca $AZN, Gilead $GILD square off in triple-negative breast cancer https://t.co/X4ZAFATrqi via @DrewQJoseph
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
Almost the last #tigit standing: $RCUS $GILD domvanalimab flies the flag at #ESMO25. Via @ApexOnco -> https://t.co/XYS3AY42W3
And here's one of the last two men standing in #tigit, $RCUS $GILD domvanalimab: first disclosure of OS curves from Edge-Gastric, via Yelena Janjigian #ESMO25 https://t.co/KKB3YDujdd
Meanwhile, here's Skyscraper-03, stage III NSCLC. #tigit combo is no better than Imfinzi, but adds tox. No attempt by Rafal Dziaduszko to gloss over how bad these data are #ESMO25 $RHHBY $RCUS $GILD $AZN https://t.co/ACHpJ4614l
V early solid tumour data for Synnovation's Parp1 inhibitor SNV1521 via Pat LoRusso #ESMO25 $AZN $GILD $MKGAF https://t.co/3YOsBFhiqQ
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
#ESMO25 Sunday late-breakers: LBA20 - $GILD Ascent-03 "One LBA TBC" LBA21 - unassigned https://t.co/hufsi0OmAu $DSNKY $AZN
Kudos to $RHHBY for not trying to bury its Tigit failures. 4 pivotal trials will feature at #ESMO25, incl 2 late-breakers & Imbrave-152. Via @ApexOnco -> https://t.co/8rgBs3O2Wy $RCUS $GILD $AZN $MRK $GSK
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
@avidresearch ...and is still being wasted! $AZN $RCUS $GILD
5,000 patients later $RHHBY finally dumps its #tigit (Sky-14 is quietly said to have failed). Via @ApexOnco -> https://t.co/nAdoMmG6tI $RCUS $GILD $AZN https://t.co/ufrJGMzbh1
I scoured the FDA's cache of CRLs and found six that relate to novel oncology drugs. Includes first formal disclosure that Akeso's penpulimab got a CRL in 2024. Via @ApexOnco -> https://t.co/JRzkmtYJHK $AVEO $IMMU $GILD $CHRS $ALPMF $CKPT
FWIW, the CRLs in FDA's newly released list concerning oncology drugs (excl generics) are for: - penpulimab - torpialimab $CHRS - Fotivda - Trodelvy $GILD - Vyloy $ALPMF
You already have a small-molecule inhibitor, so do you also need a degrader? $ONC $BGNE thinks yes, for BTK, CDK2 & Kras. Via @ApexOnco -> https://t.co/LFJCsl1MQj $ARVN $GILD $RVMD
A new CDK2 degrader, plus $KYMR's return to oncology. Via @ApexOnco -> https://t.co/9iW8otUzvn $GILD $PFE $INCY $RHHBY $GLUE $BPMC