Jacob Plieth — Optitrop-Lung05 cross-trial comparisons, from #ASCO26 discussant Natalie Vokes $MRK $GILD $AZN $DSNKY https://t.co/CrulsAVSWY↗
May 31
Jacob Plieth — Sacituzumab tirumotecan in ph3 Optitrop-Lung05, 1L PD-L1+ve NSCLC, Keytruda combo. Check out the OS HR & confidence intervals! Via Caicun Zhou #ASCO26 $MRK $GILD $AZN $DSNKY cc…↗
May 30
Jacob Plieth — Again, Tubulis $GILD's secret sauce. Via Toon Van Gorp #Asco26 https://t.co/665SsFaDCs↗
May 30
Jacob Plieth — Check this out from Tubulis (bought by $GILD for $ 3.15bn): responses to TUB-040 appear to be deepening. Now cORR 61% (28/46) at #Asco26, versus 50% (23/46) at #Esmo25 https://t.co…↗
April 2026 · 4 mentions
Apr 20
Jacob Plieth — Kelonia turns #ASH25 late-breaker into buyout, with $LLY's second move into in vivo Car-T. Via @ApexOnco -> https://t.co/NPhdnuhPu3 $AZN $GILD↗
Apr 20
Jacob Plieth — $LLY Kelonia tech is based on a modified, inactivated lentivector, so similar to $GILD Interius, $ABBV Umoja & $AZN Esobiotec. $ABBV Capstan uses lipid nanoparticle mRNA. https…↗
Apr 10
The Future Investors — $TEM $GILD Tempus AI expands its multi-year partnership with Gilead Sciences to accelerate oncology R&D using AI and real-world data 🧬
Gilead gets broader access to Tempus’ d…↗
Jacob Plieth — $GILD picks KITE-753, and pits it head to head vs Yescarta (!). Via @ApexOnco -> https://t.co/lYZgRi0rge $BMY↗
Mar 18
Jacob Plieth — $MRK's PD-1 x VEGF bispecific reveal, & other key #AACR26 presentations, via @APEXONCO -> https://t.co/ob1eswxCWF $RVMD $AMGN $GILD $BCYC $SDGR↗
Mar 16
Jacob Plieth — 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…↗
February 2026 · 7 mentions
Feb 23
Jacob Plieth — $GILD buys $ACLX before approval. Via @ApexOnco -> https://t.co/pKF78Wyrww $LEGN $JNJ↗
Feb 23
Jacob Plieth — @AppleHelix I thought $GILD had to come back after that initial deal to lock in the $ACLX binder tech specifically https://t.co/kFv4cdqNVV↗
Feb 23
Jacob Plieth — @AppleHelix This is the tech $GILD locked in in Nov 2023 ($200m equity + $85m u/f) deal? $ACLX↗
Feb 23
Adam Feuerstein ✡️ — 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 pr…
January 2026 · 1 mention
Jan 2
Jacob Plieth — 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…↗
December 2025 · 7 mentions
Dec 12
Jacob Plieth — Say hello to $AZN, last man standing in #tigit, and holder of an unconfortable similarity to $RCUS $GILD. Via @ApexOnco -> https://t.co/mqqRC9NaGZ↗
Dec 12
Jacob Plieth — 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 ?↗
Dec 12
Jacob Plieth — After $RHHBY #Tigit failed in Skyscraper-14 $RCYS $GILD terminate Star-221 for futility. Evidently someone was surprsed as $RCUS is -12% PM↗
Dec 8
Jacob Plieth — "Rapid" Car-T manufacturing? It's more about product quality, less about speed. $GILD data at #ASH25 via @ApexOnco -> https://t.co/xCQTZN1RBQ
November 2025 · 4 mentions
Nov 6
Jacob Plieth — Quick reminder: I make that 6,536 patients on late-stage rilvegostomig trials $AZN $GILD $RCUS #tigit https://t.co/Qy6CxQTCIc↗
Nov 5
Jacob Plieth — 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↗
Nov 3
Jacob Plieth — $CRBU +175% premarket, opened +30%, now flat. My take on the latest Antler data, via @ApexOnco -> https://t.co/GNYYkqjUsm $ALLO $GILD $ACLX $LEGN↗
Nov 3
Jacob Plieth — 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.
October 2025 · 9 mentions
Oct 22
Jacob Plieth — 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 $Z…↗
Oct 19
Adam Feuerstein ✡️ — At #ESMO25, AstraZeneca $AZN, Gilead $GILD square off in triple-negative breast cancer https://t.co/X4ZAFATrqi via @DrewQJoseph↗
Oct 19
Jacob Plieth — 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↗
Oct 19
Jacob Plieth — Almost the last #tigit standing: $RCUS $GILD domvanalimab flies the flag at #ESMO25. Via @ApexOnco -> https://t.co/XYS3AY42W3
September 2025 · 5 mentions
Sep 25
Jacob Plieth — 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/8rgBs3…↗
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 19
Jacob Plieth — 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…↗
Jacob Plieth — @avidresearch ...and is still being wasted! $AZN $RCUS $GILD↗
Jul 24
Jacob Plieth — 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↗
Jul 11
Jacob Plieth — 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 ->…↗
Jul 10
Jacob Plieth — FWIW, the CRLs in FDA's newly released list concerning oncology drugs (excl generics) are for:
- penpulimab
- torpialimab $CHRS
- Fotivda
- Trodelvy $GILD
- Vyloy $ALPMF
June 2025 · 4 mentions
Jun 30
Jacob Plieth — 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 $GIL…↗
Jun 25
Jacob Plieth — A new CDK2 degrader, plus $KYMR's return to oncology. Via @ApexOnco -> https://t.co/9iW8otUzvn $GILD $PFE $INCY $RHHBY $GLUE $BPMC↗
Jun 25
Jacob Plieth — Also, didn't $KYMR already abandon oncology? $GILD↗
Jun 25
Jacob Plieth — $GILD Kymera CDK2 degrader discovery deal, $85m up front. Is $GLUE still developing one of these?
Jacob Plieth — Dan O'Day saves the day. Congrats Rami! $GILD $ACLX↗
Feb 23
Adam Feuerstein ✡️ — 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/10TuDYF…↗
Feb 9
Jacob Plieth — So $LLY not interested in oncology applications of Orna's in vivo Car-T? $ABBV $AZN $BMY $GILD https://t.co/wB3rR5LID8↗
Jacob Plieth — $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↗
Dec 8
Jacob Plieth — 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↗
Dec 7
Adam Feuerstein ✡️ — New data from Gilead, Arcellx multiple myeloma CAR-T suggest benefit over rival treatment https://t.co/h2TMrtrufE $GILD $ACLX $JNJ $LEGN #ASH25↗
Jacob Plieth — 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/KKB3YDuj…↗
Oct 18
Jacob Plieth — 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…↗
Oct 17
Jacob Plieth — V early solid tumour data for Synnovation's Parp1 inhibitor SNV1521 via Pat LoRusso #ESMO25 $AZN $GILD $MKGAF https://t.co/3YOsBFhiqQ↗
Oct 10
Jacob Plieth — 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↗
— $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 -&…