$IOBT +19% in premarket
FDA cancer chief Rick Pazdur blinks in his standoff against $REPL? Are there broader implications, like $SMMT or $IOBT?
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
If you didn't already feel sorry for $IOBT check this out. Presumably paid for before 29 Sep #ESMO25 https://t.co/a1090UvDZa
Fun facts from the #ESMO25 exhibition hall: $BNTX booth is almost next to $SMMT $IOBT booth is at least twice as big as $MRNA Menarini booth is FREAKIN HUGE
@avidresearch One caveat is $IOBT is 1st-line, whereas $MRNA is checkpoint-refractory, but PD-L1-negative comps are probably accurate #ESMO25
So... no $MRNA activity in PD-L1-negatives looks like a win for $IOBT, no? #ESMO25 https://t.co/fbyK3FLgPH
$MRNA mRNA-4359 at #ESMO25: ORR 67% (n=9), but no activity at all in PD-L1 non-expressers (n=13) $IOBT
@bradloncar @avidresearch I don't think the problem is the signal, which is probably legit in an ultimately underpowered study. It's that US patients accounted for just 4% of the population. That's not just a bummer, it's poor execution $IOBT
$IOBT (-75% this am), $LPTX, $CELC & some other #ESMO25 late breakers, via @ApexOnco https://t.co/FAEqm9otw5 $EXEL $RHHBY $AZN
Did the FDA tell $IOBT not to file because Keynote-D18 (technically) failed, or because it enrolled only 17 US patients?
#ESMO25 late-breaker LBA53, but now $IOBT says it can't file on IOB-013 study
$IOBT comes agonisingly close, but now cash runs out in Q1 2026. Via @ApexOnco -> https://t.co/g6lHLyBiE6 $MRNA
This is a mistake, right? $IOBT drew down €12.5m, NOT €112.5m, from its loan facility. Dear oh dear... cash runs out in Q2 2026 https://t.co/N4hnjde6xb
No ideas where to find the $IOBT call details, but here's the deck: https://t.co/RXHgav3pJC
$IOBT fail, but these data don't look terrible at first sight. Comparator mPFS is in line, and curves look decent. Did they basically underpower the trial?? https://t.co/QYFZSOfYj4 $MRNA
Also this, from $MRNA https://t.co/d2MFKGTnEF $IOBT
Who's ready for an IDO resurgence? $IOBT (PFS?) data coming at 8:30am ET apparently.
