Interesting disclosure from $ABBV Q4 presentation: ABBV-901 is an anti-FRα ADC - so trying to improve on Elahere given the threats of $GMAB $LLY etc? https://t.co/X1RDASBmcp
With a tipoff from a friend, and some info that probably shouldn't have been posted in a trial registry, the mechanisms of ADCs JNJ-95437446 $JNJ & SKB571/ MK-2750 $MRK have been revealed. Quite amazing given the recent $GMAB news. Via @ApexOnco -> https://t.co/WT8gNUvT83
@EgidiusLambrech ...though I wouldn't be holding out too much hope for MCLA-129, given the stinking data it's produced so far on the tox side. Expect $GMAB to drop that one imminently!
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
$GMAB $ABBV Epkinly approval for 2L follicular effectively scoops the upcoming #ASH25 data presentation https://t.co/3Wk2srPEs4
Looks like $GMAB just discontinued GEN1160 (Profoundbio's anti-CD70 ADC). https://t.co/S4XWQGpsiZ
Here's $STRO first dual-payload ADC project, STRO-227. PTK7 seems like a risky target given $GMAB $PFE $ABBV experience https://t.co/nCERSesrPs
@jfais20 Absolutely fair point; $DAWN is skating on thin ice in PTK7 since $GMAB $PFE $ABBV have all failed.
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
$GMAB off 4% premarket #ESMO25 https://t.co/iOHfipgRHL
From #ESMO25 yesterday, via @ApexOnco -> how $LLY sprang a surprise for $AZN in FRα. Also key datasets for $GMAB https://t.co/UfWdYMuyKe
@NotGenentech Unfortunately 120mg/m2 is the only one where $GMAB can claim activity "regardless of FRα expression". https://t.co/xrUttmliIe
Does this mean $MRUS $GMAB is screwed?
Something tells me $GMAB is about to get eclipsed in folate receptor alpha ADC $LLY $AZN #ESMO25 https://t.co/tmaxi9P5bt
Petosemtamab delivers a buyout for $MRUS. @ApexOnco take on the $8bn acquisition by $GMAB https://t.co/KqNb9vt7pI $BCAX
@bradloncar $MRUS #ASCO25 data were a major validation, but this is still a high-risk bet on ph3. I guess some time next year we find out whether this is $GMAB $8bn well spent.
43 patients' worth of data = $8bn, of which $5.5bn is being financed through debt $MRUS $GMAB
Good Monday morning! Genmab $GMAB to buy Merus $MRUS in $8B deal https://t.co/DpzzMvM4Hi via @DrewQJoseph
With $GMAB buying $MRUS it looks like $BCAX is playing the role of $STRO in Profoundbio.
As if $REGN TCE division needed any more bad news, $GMAB Epcore FL-1 just read out positively, about 3 years ahead of schedule as far as I can tell.
$GMAB quietly discontinued the mystery oncology project GEN1078, months after it first went into phase 1. Likely T-cell engager via Omniab; any idea as to target(s)? Via @ByMadeleineA -> https://t.co/KuzJkSqXPd
