$IVBXF scored with PD-L1 x IL-2, so let's give PD-L1 x IL-12 a go: https://t.co/BhLcVaKhYq And will $TAK pick this one up too?
$IVBXF CFO Rachel You reckons this is where everyone else went wrong in IL-2 #Jefferies25 $TAK
Akeso and $IVBXF are up at #Jefferies25 shortly. Presentations not being webcast, so I'll try to tweet out anything relevant.
I call datadredge on Henlius's claims over its anti-PD-L1 ADC HLX43. Via @ApexOnco -> https://t.co/JuPKDOr1Zl $PFE $IVBXF https://t.co/e0XsIY7vew
$IVBXF perseveres with IL-2 cytokine and scores a big deal at last. Some disappointment that this is with $TAK and not a big pharma player? Via @ApexOnco -> https://t.co/U7G0JxKSkn
Pretty amazing run-up by $IVBXF - +135% YTD or +40% since #ASCO25 on the back of IBI363. Does today's $1.2bn up front from $TAK justify the enthusiasm?
Via Tony Ren @ Macquarie: $RHHBY decision to discontinue eciskafusp alfa is not an endorsement of IL-2, α-biased or otherwise. We had argued that $IVBXF IBI363 outlicencing expectation is so high that anything short of a mega deal (at least $300-500m up front) could disappoint.
Meanwhile, $RHHBY Q2 discontinuations: Eciskafusp alfa (PD1-IL2v FP) cf $IVBXF RG6614 (RO7623066 KSQ USP1 inhibitor disappointed at #ASCO24) $EXEL $TNGX [RG6457 / RO7589831 WRNi, disclosed earlier] https://t.co/RPEvWDSVPK
@ohadhammer $IVBXF adds this re IBI343 (now arcotatug tavatecan) https://t.co/fZHI5R2EHw
