Jacob Plieth — $NVS should have kept Monjuvi and dumped off pelabresib to $INCY, instead of the other way around #Asco26↗
March 2026 · 1 mention
Mar 5
Jacob Plieth — One $INCY Kras G12D inhibitor goes on clinical hold, the other ends recruitment after hitting just 10% of its enrolment target. Scoop via @ApexOnco -> https://t.co/zy6Y8Z9toE $M…↗
January 2026 · 4 mentions
Jan 5
Jacob Plieth — And here's one study suggesting that Revlimid + R-Chop is better than R-Chop (at least numerically), on both PFS & OS. Until we see the full data Frontmind looks unconvincing $…↗
Jan 5
Jacob Plieth — Control in $INCY Frontmind (1st-line DLBCL) is R-Chop, not Revlimid + R-Chop. So how do we know the (modest) PFS benefit toplined today is due to $INCY Monjuvi, and not to Revlimid…↗
Jan 5
Jacob Plieth — Convinced, @PDRennert? INCA33890 #ESMO25 slide via Elena Garralda $INCY https://t.co/jLzyGI8i5w↗
Jan 5
Jacob Plieth — $INCY only just reported first-in-human data with INCA33890 at #ESMO25. Now the project is starting phase 3! https://t.co/1Muy8jaEPW It's an anti-PD-1 x TGFꞵR2, cc: @PDRennert
December 2025 · 2 mentions
Dec 7
Adam Feuerstein ✡️ — Incyte $INCY study results suggest a new approach to treating myelofibrosis. The biotech is hunting for new medicines to help replace its blockbuster Jakafi
https://t.co/THEuylLmQq…↗
Dec 4
Adam Feuerstein ✡️ — What to expect at the #ASH25 meeting, and some thoughts on the FDA’s Richard Pazdur https://t.co/2Upwf0Oh9M $TERN $INCY $ACLX $FULC↗
November 2025 · 4 mentions
Nov 27
Jacob Plieth — If you need some biotech reading over Thanksgiving check out @ApexOnco previews of #ASH25 --> https://t.co/cqsR1AVbPH Starts in just over a week! $ACLX $ONC $CRVS $TERN $KURA $S…↗
Nov 10
Adam Feuerstein ✡️ — Paragon Therapeutics spinning out another company, Damora Therapeutics, focused on mutCALR - a buzzy target for myelofibrosis and related diseases. $INCY has one, with data coming…↗
Nov 5
Jacob Plieth — @AppleHelix Just an option. I was amazed $INCY allowed $PRLD to reveal the up-front amounts, but I guess it had to since it's clearly material for the latter.↗
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 20
Jacob Plieth — 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 $MR…↗
Oct 13
Jacob Plieth — #ESMO25 regular abstracts are now live, with first-in-human data being revealed by $LLY $INCY $DSNKY $MRNA $NVS Parabilis & others. Preview via @ApexOnco https://t.co/4oZFL7a5b…↗
June 2025 · 3 mentions
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 16
Jacob Plieth — $INCY reckons CALR holds the key to treating the root cause of essential thrombocythemia, but does that imply a vanishingly small market? @ApexOnco from #EHA25 -> https://t.co/b…↗
Jun 16
Jacob Plieth — @justaname2u JNJ-88549968 appears to be the only other CALRmut project in clinical development apart from the two at $INCY. Ph1 started in Dec 2023, but has anyone seen any data fr…↗